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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$157.21 +2.43 (+1.57%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI World ETF (NYSEARCA:URTH)

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$493.30M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$373.07M
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URTH Institutional Buying and Selling by Quarter

iShares MSCI World ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Wealthgarden F.S. LLC1,568$240K0.2%-6.0%0.006%
5/2/2025BluePointe Capital Management LLC41,546$6.36M2.4%+25.5%0.150%
5/1/2025 Bleakley Financial Group LLC53,264$8.16M0.3%-1.7%0.192%
5/1/2025 Fifth Third Securities Inc.10,758$1.65M0.1%-52.4%0.039%
5/1/2025 Xponance Inc.37,094$5.68M0.1%+1,586.1%0.134%
4/30/2025 Allworth Financial LP2,099$319K0.0%-26.0%0.008%
4/30/2025 Investments & Financial Planning LLC51,215$7.85M5.1%+3.2%0.185%
4/30/2025 Main Street Research LLC18,505$2.84M0.2%+5.0%0.067%
4/30/2025 Banque Pictet & Cie SA28,705$4.40M0.0%+1.5%0.104%
4/30/2025 M&T Bank Corp8,006$1.23M0.0%-51.1%0.029%
4/30/2025 Stratos Investment Management LLC3,609$553K0.0%N/A0.013%
4/30/2025 Brown Advisory Inc.30,090$4.61M0.0%+91.4%0.109%
4/29/2025 TD Private Client Wealth LLC7,928$1.21M0.0%-64.6%0.029%
4/29/2025 Envestnet Asset Management Inc.140,415$21.51M0.0%-49.8%0.507%
4/29/2025 Bank of New York Mellon Corp2,087$320K0.0%-62.7%0.008%
4/29/2025 Strategic Blueprint LLC1,618$248K0.0%N/A0.006%
4/28/2025 Principal Financial Group Inc.194,637$29.81M0.0%-46.8%0.703%
4/28/2025 Pictet North America Advisors SA86,417$13.24M1.3%+15.8%0.312%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd623,606$95.52M1.0%+1.1%2.251%
4/28/2025 Vontobel Holding Ltd.10,190$1.56M0.0%-28.5%0.037%
4/24/2025 Tsfg LLC403$62K0.0%-20.7%0.001%
4/24/2025 Mirae Asset Global Investments Co. Ltd.242,683$37.10M0.1%+39.5%0.876%
4/23/2025 Sequoia Financial Advisors LLC17,209$2.64M0.0%N/A0.062%
4/22/2025 Cambridge Investment Research Advisors Inc.9,153$1.40M0.0%-1.9%0.033%
4/22/2025 Compass Ion Advisors LLC1,498$229K0.0%N/A0.005%
4/21/2025 Avior Wealth Management LLC5,890$902K0.0%-17.0%0.021%
4/17/2025 Sagespring Wealth Partners LLC4,254$652K0.0%+7.0%0.015%
4/17/2025 Lorne Steinberg Wealth Management Inc.4,666$715K0.2%-30.5%0.017%
4/17/2025 CHB Investment Group LLC7,711$1.18M0.6%+18.4%0.028%
4/16/2025 Compagnie Lombard Odier SCmA43,720$6.70M0.1%+1.7%0.158%
4/15/2025 CX Institutional5,365$822K0.0%-14.2%0.019%
4/15/2025 SG Americas Securities LLC3,530$541K0.0%+7.5%0.013%
4/14/2025 Capital Investment Advisors LLC11,335$1.74M0.0%N/A0.041%
4/14/2025 Park Avenue Securities LLC5,977$916K0.0%-74.2%0.022%
4/14/2025 RDA Financial Network2,331$357K0.1%N/A0.008%
4/11/2025 Magnus Financial Group LLC2,991$458K0.0%+43.5%0.011%
4/10/2025 Retirement Planning Group LLC7,268$1.11M0.1%-1.6%0.026%
3/13/2025 PKO Investment Management Joint Stock Co24,800$3.86M0.5%N/A0.090%
2/28/2025 BridgePort Financial Solutions LLC2,132$337K0.2%N/A0.008%
2/27/2025Jefferies Financial Group Inc.34,432$5.35M0.0%+0.9%0.124%
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2/20/2025Mackenzie Financial Corp42,723$6.64M0.0%N/A0.181%
2/18/2025 Retirement Planning Group LLC7,384$1.15M0.1%-1.4%0.031%
2/18/2025JDM Financial Group LLC1,457$227K0.1%-27.7%0.006%
2/18/2025Focus Partners Advisor Solutions LLC1,650$257K0.0%N/A0.007%
2/17/2025Squarepoint Ops LLC4,614$717K0.0%N/A0.020%
2/17/2025Royal Bank of Canada1,348,221$209.65M0.0%-21.6%5.713%
2/17/2025Lazard Asset Management LLC18,520$2.88M0.0%-7.0%0.078%
2/17/2025Jefferies Financial Group Inc.34,432$5.35M0.0%+0.9%0.146%
2/17/2025Focus Partners Wealth4,577$712K0.0%N/A0.019%
2/17/2025Evensky & Katz LLC283,582$44.10M2.9%+0.6%1.202%
2/17/2025Cresset Asset Management LLC16,640$2.59M0.0%-49.9%0.071%
2/17/2025Cetera Investment Advisers35,864$5.58M0.0%+44.6%0.152%
2/17/2025Captrust Financial Advisors1,492$232K0.0%N/A0.006%
2/17/2025Bank of America Corp DE742,267$115.42M0.0%+258.3%3.145%
2/17/2025BNP Paribas Financial Markets4,266$663K0.0%+162.2%0.018%
2/17/2025Aptus Capital Advisors LLC274$43K0.0%N/A0.001%
2/14/2025Mercer Global Advisors Inc. ADV2,821$439K0.0%N/A0.012%
2/14/2025Comerica Bank1,523$237K0.0%+25,283.3%0.006%
2/14/2025Lido Advisors LLC6,354$988K0.0%-13.7%0.027%
2/14/2025Gerber Kawasaki Wealth & Investment Management78,136$12.15M0.5%+1.0%0.331%
2/14/2025MGO One Seven LLC5,735$892K0.0%N/A0.024%
2/14/2025Pinebridge Investments L.P.18,487$2.88M0.0%N/A0.078%
2/14/2025Hsbc Holdings PLC38,400$5.97M0.0%-6.1%0.163%
2/14/2025TD Waterhouse Canada Inc.30,599$4.76M0.0%+0.4%0.130%
2/14/2025MML Investors Services LLC29,594$4.60M0.0%+540.4%0.125%
2/14/2025First Trust Advisors LP36,521$5.68M0.0%N/A0.155%
2/13/2025 Insigneo Advisory Services LLC2,599$404K0.0%+14.2%0.011%
2/13/2025Causeway Capital Management LLC51,466$8.00M0.2%+254.9%0.218%
2/13/2025Mariner LLC5,624$875K0.0%+3.2%0.024%
2/13/2025BTG Pactual Asset Management US LLC1,470$229K0.0%N/A0.006%
2/13/2025 Sagespring Wealth Partners LLC3,976$618K0.0%N/A0.017%
2/13/2025Sterling Capital Management LLC300$47K0.0%N/A0.001%
2/13/2025 Glass Jacobson Investment Advisors llc1,554$242K0.1%+280.9%0.007%
2/13/2025 Jaffetilchin Investment Partners LLC2,605$405K0.0%-2.8%0.011%
2/13/2025Raymond James Financial Inc.120,352$18.72M0.0%N/A0.510%
2/13/2025Renaissance Technologies LLC9,100$1.42M0.0%+193.5%0.039%
2/13/2025Bank of Montreal Can135,578$21.08M0.0%-3.0%0.574%
2/13/2025 Envestnet Asset Management Inc.279,894$43.52M0.0%+219.2%1.186%
2/13/2025Wells Fargo & Company MN25,552$3.97M0.0%+3.7%0.108%
2/13/2025Arizona PSPRS Trust127,936$19.89M0.6%+0.7%0.542%
2/13/2025Prudential PLC634,860$98.72M0.5%-5.4%2.690%
2/12/2025Schroder Investment Management Group89,333$13.95M0.0%-60.0%0.379%
2/12/2025Blair William & Co. IL6,321$983K0.0%-3.0%0.027%
2/12/2025JPMorgan Chase & Co.206,051$32.04M0.0%+4.3%0.873%
2/11/2025Taikang Asset Management Hong Kong Co Ltd65,241$10.15M1.5%-14.2%0.276%
2/11/2025LPL Financial LLC158,340$24.62M0.0%+47.6%0.671%
2/11/2025Guardian Partners Inc.12,904$2.02M0.2%N/A0.055%
2/11/2025 Runnymede Capital Advisors Inc.235$37K0.0%N/A0.001%
2/11/2025 TD Private Client Wealth LLC22,405$3.48M0.1%+180.1%0.095%
2/11/2025BluePointe Capital Management LLC33,103$5.15M2.9%-7.5%0.140%
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2/11/2025 Xponance Inc.2,200$342K0.0%N/A0.009%
2/10/2025Corient Private Wealth LLC1,482$230K0.0%+8.8%0.006%
2/10/2025 Envestnet Portfolio Solutions Inc.8,339$1.30M0.0%N/A0.035%
2/10/2025Commonwealth Equity Services LLC38,549$5.99M0.0%+89.6%0.163%
2/10/2025EverSource Wealth Advisors LLC1,563$243K0.0%N/A0.007%
2/7/2025HighTower Advisors LLC6,624$1.03M0.0%+78.0%0.028%
2/7/2025Independent Advisor Alliance2,802$436K0.0%N/A0.012%
2/7/2025 Main Street Research LLC17,616$2.74M0.2%+22.9%0.075%
2/7/2025Barings LLC249,042$38.73M0.9%+26.2%1.055%
2/7/2025Banco Santander S.A.264,780$41.17M0.5%+56.8%1.122%
(Data available from 1/1/2016 forward)

URTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of URTH shares?

During the previous two years, 218 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($209.65M), Bank of America Corp DE ($115.42M), Prudential PLC ($98.72M), Sumitomo Mitsui DS Asset Management Company Ltd ($95.52M), Goldman Sachs Group Inc. ($91.13M), UBS Group AG ($89.32M), and Evensky & Katz LLC ($44.10M).Learn more on URTH's institutional investors.

Which institutional investors have been buying iShares MSCI World ETF stock?

Of the 184 institutional investors that purchased iShares MSCI World ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($245.52M), Flow Traders U.S. LLC ($741.00K), Principal Financial Group Inc. ($564.90K), Bank of America Corp DE ($535.13K), Prudential PLC ($408.30K), Evensky & Katz LLC ($283.58K), and Sumitomo Mitsui DS Asset Management Company Ltd ($275.04K).

How much institutional buying is happening at iShares MSCI World ETF?

Institutional investors have bought a total of 252,041,025 shares in the last 24 months. This purchase volume represents approximately $31.48B in transactions.

Which iShares MSCI World ETF major shareholders have been selling company stock?

Of the 92 institutional investors that sold iShares MSCI World ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Moran Wealth Management LLC ($861.54K), CX Institutional ($656.43K), Jane Street Group LLC ($548.22K), Flow Traders U.S. LLC ($541.10K), Principal Financial Group Inc. ($466.58K), Royal Bank of Canada ($371.34K), and Sumitomo Mitsui DS Asset Management Company Ltd ($181K).

How much institutional selling is happening at iShares MSCI World ETF?

Institutional investors have sold a total of 5,231,760 shares in the last 24 months. This volume of shares sold represents approximately $721.29M in transactions.


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This page (NYSEARCA:URTH) was last updated on 5/3/2025 by MarketBeat.com Staff
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