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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$165.00 -1.97 (-1.18%)
As of 06/13/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI World ETF (NYSEARCA:URTH)

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$702.68M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$420.45M
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URTH Institutional Buying and Selling by Quarter

iShares MSCI World ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC472,254$72.34M0.0%N/A1.612%
5/16/2025 Goldman Sachs Group Inc.604,708$92.63M0.0%+2.1%2.064%
5/16/2025 Jones Financial Companies Lllp6,842$1.05M0.0%+474.5%0.023%
5/16/2025 Sheridan Capital Management LLC16,621$2.55M1.9%+0.5%0.057%
5/16/2025 KDT Advisors LLC3,100$475K0.7%N/A0.011%
5/16/2025 Banque Transatlantique SA2,154$305K0.0%N/A0.007%
5/15/2025 Federation des caisses Desjardins du Quebec7,612$1.17M0.0%+416.1%0.026%
5/15/2025 Royal Bank of Canada1,458,304$223.38M0.0%+8.2%4.977%
5/15/2025 DRW Securities LLC31,086$4.76M0.1%N/A0.106%
5/15/2025 OLD Mission Capital LLC52,690$8.07M0.1%N/A0.180%
5/15/2025 Gerber Kawasaki Wealth & Investment Management77,179$11.82M0.5%-1.2%0.263%
5/14/2025 Jane Street Group LLC472,254$72.34M0.0%N/A1.612%
5/14/2025 Arizona PSPRS Trust122,956$18.83M0.6%-3.9%0.420%
5/14/2025 Taikang Asset Management Hong Kong Co Ltd14,689$2.25M0.3%-77.5%0.050%
5/14/2025 Smartleaf Asset Management LLC1,867$285K0.0%-9.1%0.006%
5/14/2025 Northwestern Mutual Wealth Management Co.47,482$7.27M0.0%+150.9%0.162%
5/14/2025 Compound Planning Inc.6,518$998K0.0%+13.0%0.022%
5/14/2025 Partners Capital Investment Group LLP175,970$26.96M0.5%+641.4%0.601%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.22,040$3.38M0.0%N/A0.075%
5/14/2025 Hsbc Holdings PLC34,600$5.30M0.0%-9.9%0.118%
5/13/2025 Raymond James Financial Inc.109,990$16.85M0.0%-8.6%0.375%
5/13/2025 Vestmark Advisory Solutions Inc.10,293$1.58M0.0%-29.7%0.035%
5/13/2025 Evensky & Katz LLC286,973$43.96M2.9%+1.2%0.979%
5/13/2025 Prudential PLC583,160$89.33M0.5%-8.1%1.990%
5/13/2025 HighTower Advisors LLC2,607$399K0.0%-60.6%0.009%
5/12/2025 Beam Wealth Advisors Inc.24,562$3.76M1.3%-3.1%0.084%
5/12/2025 AlphaCore Capital LLC339$52K0.0%N/A0.001%
5/12/2025 WBH Advisory Inc.16,349$2.50M0.2%+42.1%0.056%
5/9/2025 Chicago Partners Investment Group LLC3,008$469K0.0%+2.3%0.011%
5/9/2025 Empire Life Investments Inc.70,200$10.75M0.7%-52.7%0.253%
5/9/2025 Blair William & Co. IL6,476$992K0.0%+2.5%0.023%
5/9/2025 Banco Santander S.A.241,080$36.93M0.4%-9.0%0.870%
5/9/2025 Barings LLC314,245$48.14M1.2%+26.2%1.134%
5/8/2025Jefferies Financial Group Inc.34,627$5.30M0.0%+0.6%0.125%
5/8/2025 Mesirow Financial Investment Management Inc.29,276$4.48M0.1%+951.2%0.106%
5/7/2025 Mackenzie Financial Corp32,496$4.98M0.0%-23.9%0.117%
5/7/2025 LPL Financial LLC164,547$25.21M0.0%+3.9%0.594%
5/7/2025 Angeles Wealth Management LLC112,892$17.29M1.4%-3.9%0.408%
5/6/2025 Cetera Investment Advisers78,827$12.08M0.0%+119.8%0.285%
5/6/2025 Avantax Advisory Services Inc.7,190$1.10M0.0%N/A0.026%
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5/6/2025 Brookwood Investment Group LLC1,650$253K0.0%N/A0.006%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich103,751$15.89M0.1%-43.8%0.375%
5/5/2025 Impact Partnership Wealth LLC2,015$309K0.1%+7.2%0.007%
5/2/2025 Wealthgarden F.S. LLC1,568$240K0.2%-6.0%0.006%
5/2/2025 BluePointe 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%
2/20/2025 Mackenzie Financial Corp42,723$6.64M0.0%N/A0.181%
2/18/2025 Retirement Planning Group LLC7,384$1.15M0.1%-1.4%0.031%
2/18/2025 JDM Financial Group LLC1,457$227K0.1%-27.7%0.006%
2/18/2025 Focus Partners Advisor Solutions LLC1,650$257K0.0%N/A0.007%
2/17/2025 Squarepoint Ops LLC4,614$717K0.0%N/A0.020%
2/17/2025 Royal Bank of Canada1,348,221$209.65M0.0%-21.6%5.713%
2/17/2025 Lazard Asset Management LLC18,520$2.88M0.0%-7.0%0.078%
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2/17/2025Jefferies Financial Group Inc.34,432$5.35M0.0%+0.9%0.146%
2/17/2025 Focus Partners Wealth4,577$712K0.0%N/A0.019%
2/17/2025 Evensky & Katz LLC283,582$44.10M2.9%+0.6%1.202%
2/17/2025 Cresset Asset Management LLC16,640$2.59M0.0%-49.9%0.071%
2/17/2025 Cetera Investment Advisers35,864$5.58M0.0%+44.6%0.152%
2/17/2025 Captrust Financial Advisors1,492$232K0.0%N/A0.006%
2/17/2025 Bank of America Corp DE742,267$115.42M0.0%+258.3%3.145%
2/17/2025 BNP Paribas Financial Markets4,266$663K0.0%+162.2%0.018%
2/17/2025 Aptus Capital Advisors LLC274$43K0.0%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV2,821$439K0.0%N/A0.012%
(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, 222 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($223.38M), Bank of America Corp DE ($115.42M), Sumitomo Mitsui DS Asset Management Company Ltd ($95.52M), Goldman Sachs Group Inc. ($92.63M), Prudential PLC ($89.33M), UBS Group AG ($89.32M), and Jane Street Group LLC ($72.34M).Learn more on URTH's institutional investors.

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

Of the 185 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 ($245.50M), Jane Street Group LLC ($978.06K), Bank of America Corp DE ($535.13K), Principal Financial Group Inc. ($514.28K), Evensky & Katz LLC ($286.97K), Partners Capital Investment Group LLP ($276.01K), 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 252,265,977 shares in the last 24 months. This purchase volume represents approximately $31.56B in transactions.

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

Of the 96 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: Jane Street Group LLC ($548.22K), Flow Traders U.S. LLC ($541.10K), CX Institutional ($490.60K), Principal Financial Group Inc. ($466.58K), Royal Bank of Canada ($371.34K), Sumitomo Mitsui DS Asset Management Company Ltd ($181K), and Envestnet Asset Management Inc. ($145.32K).

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

Institutional investors have sold a total of 4,397,655 shares in the last 24 months. This volume of shares sold represents approximately $634.83M in transactions.



This page (NYSEARCA:URTH) was last updated on 6/14/2025 by MarketBeat.com Staff
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