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iShares MSCI World ETF

233 hedge funds and large institutions have $1.71B invested in iShares MSCI World ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,549% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $390K

72% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 53

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $1.55B → $1.71B (+$164M)

4% more funds holding

Funds holding: 223233 (+10)

2.14% less ownership

Funds ownership: 36.53%34.39% (-2.1%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
34
Increased
91
Reduced
53
Closed
21
Calls
$10.3M
Puts
$390K
Net Calls
+$9.94M
Net Calls Change
+$9.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$261M +$12.6M +80,103 +5%
Morgan Stanley
2
Morgan Stanley
New York
$148M +$47.7M +301,816 +53%
Goldman Sachs
3
Goldman Sachs
New York
$96.9M -$5.18M -32,809 -5%
PP
4
Prudential plc
United Kingdom
$94.9M -$3.58M -22,650 -4%
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$80.2M -$23.7M -149,963 -24%
B
6
Barings
North Carolina
$60.7M +$6.92M +43,856 +14%
OWP
7
Obermeyer Wealth Partners
Colorado
$57.9M +$53.9M +341,698 New
NPT
8
National Philanthropic Trust
Pennsylvania
$53.2M +$139K +878 +0.3%
EK
9
Evensky & Katz
Florida
$48.7M +$54.3K +344 +0.1%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$44.7M +$3.37M +21,341 +9%
JP Morgan Chase
11
JP Morgan Chase
New York
$44.7M +$5.69M +36,051 +16%
Principal Financial Group
12
Principal Financial Group
Iowa
$35.1M +$2.02M +12,787 +7%
BS
13
Banco Santander
Spain
$35M -$5.48M -34,734 -14%
Bank of America
14
Bank of America
North Carolina
$34.3M -$15.7M -99,525 -33%
LPL Financial
15
LPL Financial
California
$31.7M +$3.59M +22,709 +14%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$25.6M -$2.85M -18,041 -11%
BlackRock
17
BlackRock
New York
$24.6M +$6.93M +43,885 +43%
GH
18
GAM Holding
Switzerland
$24.3M +$22.6M +143,421 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$21.8M -$1.86M -11,800 -8%
UBS Group
20
UBS Group
Switzerland
$21.4M +$629K +3,986 +3%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$20.8M -$1.17M -7,419 -6%
AWM
22
Angeles Wealth Management
California
$20.2M +$1.01M +6,412 +6%
Raymond James Financial
23
Raymond James Financial
Florida
$19.6M +$913K +5,780 +5%
EPIME
24
Evelyn Partners Investment Management (Europe)
$17.2M +$55.9K +354 +0.4%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$16M +$404K +2,560 +3%

URTH Hedge Fund Activity: Q2 2025 in Review

233 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q2 2025, worth a combined $1.71B — up 11% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new URTH positions and 21 closed out — a net gain of 13 holders — while 91 added to existing stakes and 53 trimmed.

The largest buyer was Obermeyer Wealth Partners, opening a new position worth an estimated $53.9M. The largest seller was Jane Street, exiting entirely with an estimated $72.3M sold.

  • 233 institutional investors held iShares MSCI World ETF (URTH) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $1.71B of iShares MSCI World ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 34 funds opened new iShares MSCI World ETF positions in Q2 2025 and 21 closed out, a net change of +13 holders.
  • The largest iShares MSCI World ETF buyer in Q2 2025 was Obermeyer Wealth Partners, an estimated $53.9M added.
  • The largest iShares MSCI World ETF seller in Q2 2025 was Jane Street, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2025.