iShares MSCI World

URTH • ARCA

iShares MSCI World is an exchange-traded fund on ARCA. As of Q3 2025, 231 institutional investors hold shares in this ETF, with total holdings valued at $2.3B. ROYAL BANK OF CANADA is the largest holder with a position valued at $313.4M.

Overview

Overview of institutional ownership in URTH as of Q3 2025

All Institutions

Institutions: 231
Value Held: $2.3B
Shares Held: 12.4M
Avg Position: $9.8M
Median Position: $701.9K

Hedge Funds

Hedge Funds: 3
Value Held: $3.0M
Shares Held: 16.5K
Avg Position: $986.1K
Median Position: $509.3K

Biggest Investors

Institutions with the largest positions in URTH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
R ROYAL BANK OF CANADA Institution	-	$313.4M 0.06% of portfolio	1.7M shares	≤ Q2 2013 Held for 12y 5m+	$542.04B
Federation des caisses Desjardins du Quebec Fund of Funds	Neil David Blundell CIO	$261.0M 1.03% of portfolio	1.4M shares	Q2 2017 Held for 8y 5m	$25.4B
A Amundi Institution	-	$147.8M 0.05% of portfolio	805.2K shares	Q3 2025 Held for 2 months	$311.18B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$145.6M 0.01% of portfolio	802.2K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$103.6M 0.01% of portfolio	570.4K shares	Q1 2020 Held for 5y 8m	$691.34B
Sumitomo Mitsui Asset Management Company, LTD Long Only Manager	Wataru Ogihara CEO	$97.9M 0.79% of portfolio	539.3K shares	Q3 2018 Held for 7y 2m	$12.3B
P PRUDENTIAL PLC Institution	-	$94.0M 0.69% of portfolio	517.6K shares	Q1 2021 Held for 4y 8m	$13.6B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$65.3M 0.00% of portfolio	359.6K shares	Q1 2014 Held for 11y 8m	$1.33T
O OBERMEYER ASSET MANAGEMENT CO RIA/Wealth	Walter Raymond Obermeyer Chairman	$63.8M 2.99% of portfolio	351.5K shares	Q2 2025 Held for 5 months	$2.1B
BABSON CAPITAL MANAGEMENT LLC Insurance Manager	Michael David Freno CEO	$56.5M 1.11% of portfolio	311.1K shares	Q3 2022 Held for 3y 2m	$5.1B

Net Capital Flow

Institutional buying and selling activity for URTH in Q3 2025

Traded: +$521.3M
Buyers: 84
Sellers: 89
Total Bought: +$639.0M
Total Sold: −$117.7M
Avg Position: $9.2M

Biggest Buyers

Institution	Net Bought	Current Position
Federation des caisses Desjardins du Quebec Fund of Funds	+$260.4M +1.4M shares	$261.0M 1.4M shares
A Amundi Institution	+$147.8M +805.2K shares	$147.8M 805.2K shares
R ROYAL BANK OF CANADA Institution	+$34.1M +187.7K shares	$313.4M 1.7M shares
BANK OF AMERICA CORP /DE/ Institution	+$28.5M +156.9K shares	$65.3M 359.6K shares
A Arizona PSPRS Trust Institution	+$21.4M +117.6K shares	$21.4M 117.6K shares
BANK OF MONTREAL /CAN/ Institution	+$20.3M +112.0K shares	$47.8M 263.0K shares
J JANE STREET GROUP, LLC Institution	+$15.5M +85.5K shares	$15.5M 85.5K shares
B BROWN ADVISORY INC RIA/Wealth	+$12.3M +67.9K shares	$17.8M 98.1K shares
Sumitomo Mitsui Asset Management Company, LTD Long Only Manager	+$11.9M +65.7K shares	$97.9M 539.3K shares
I Inherent Management Corp. Institution	+$11.0M +60.7K shares	$11.0M 60.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Mirae Asset Global Investments Co., Ltd. Long Only Manager	−$17.3M −95.2K shares	$30.6M 168.8K shares
MORGAN STANLEY RIA/Wealth	−$13.3M −73.2K shares	$145.6M 802.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$10.4M −57.1K shares	$2.2M 12.2K shares
FIS GROUP, INC. Fund of Funds	−$9.9M −58.5K shares	Sold Off 0 shares
BABSON CAPITAL MANAGEMENT LLC Insurance Manager	−$8.5M −47.0K shares	$56.5M 311.1K shares
P PRUDENTIAL PLC Institution	−$7.8M −42.9K shares	$94.0M 517.6K shares
JPMORGAN CHASE & CO Institution	−$6.5M −35.7K shares	$41.5M 228.3K shares
FISCHER INVESTMENT STRATEGIES, LLC RIA/Wealth	−$4.5M −25.0K shares	$5.1M 27.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$3.8M −22.6K shares	Sold Off 0 shares
Waterford Advisors, LLC RIA/Wealth	−$3.7M −20.6K shares	$669.6K 3.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited URTH in Q3 2025

New Positions: 13
New Value: $14.1M
Exited Positions: 15
Exited Value: $21.4M

New Positions

Institution	Position Value
I Inherent Management Corp. Institution	$11.0M 60.7K shares
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	$1.4M 7.9K shares
R Russell Investments Group, Ltd. RIA/Wealth	$336.0K 1.9K shares
Pathstone Holdings, LLC Family Office	$327.7K 1.8K shares
Summit Financial, LLC RIA/Wealth	$264.5K 1.5K shares
L LM Advisors LLC RIA/Wealth	$212.6K 1.2K shares
Allegheny Financial Group LTD RIA/Wealth	$209.6K 1.2K shares
Groupe la Francaise Fund of Funds	$155.2K 1.0K shares
C Close Asset Management Ltd Institution	$54.5K 300.0 shares
MAI Wealth Advisors RIA/Wealth	$49.9K 275.0 shares

Exited Positions

Institution	Previous Position
FIS GROUP, INC. Fund of Funds	$9.9M 58.5K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$3.8M 22.6K shares
J. Safra Sarasin Holding AG Fund of Funds	$2.7M 15.9K shares
T Taikang Asset Management Co Ltd Institution	$1.7M 9.8K shares
Q Qtron Investments LLC Hedge Fund•Quant	$904.0K 5.3K shares
P PERSONAL CFO SOLUTIONS, LLC RIA/Wealth	$508.4K 3.0K shares
BFI Infinity Ltd. RIA/Wealth	$348.5K 2.1K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$318.6K 1.9K shares
H HRT FINANCIAL LLC Institution	$317.8K 1.9K shares
I Impact Partnership Wealth, LLC RIA/Wealth	$285.4K 1.7K shares

Options Activity

Institutions with the largest Call and Put options positions in URTH as of Q3 2025

Call Positions: 3
Call Value: $7.5M
Put Positions: 2
Put Value: $971.9K

Call Positions

Institution	Position Value
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$5.4M 300.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.4M 77.0 contracts
W WOLVERINE TRADING, LLC Institution	$651.3K 36.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$599.1K 33.0 contracts
BFI Infinity Ltd. RIA/Wealth	$372.8K 20.6 contracts

Most Committed Institutions

Institutions with URTH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
I Inherent Management Corp. Institution	-	6.31% $11.0M	60.7K shares	Q3 2025 Held for 2 months	$174.4M
Investments & Financial Planning, LLC RIA/Wealth	James Eric Mullins Managing Partner	5.39% $10.0M	54.9K shares	Q4 2022 Held for 2y 11m	$185.1M
Evensky & Katz LLC RIA/Wealth	Lane Mcmaster Jones CIO	3.22% $52.5M	288.9K shares	Q1 2024 Held for 1y 8m	$1.6B
FISCHER INVESTMENT STRATEGIES, LLC RIA/Wealth	Theodore James Fischer Managing Partner	3.04% $5.1M	27.9K shares	Q1 2025 Held for 8 months	$166.7M
O OBERMEYER ASSET MANAGEMENT CO RIA/Wealth	Walter Raymond Obermeyer Chairman	2.99% $63.8M	351.5K shares	Q2 2025 Held for 5 months	$2.1B
Keystone Global Partners, LLC RIA/Wealth	James Peyton Carr Managing Partner	2.20% $3.9M	21.5K shares	Q1 2025 Held for 8 months	$177.4M
S Silphium Asset Management Ltd Institution	-	1.96% $6.6M	36.5K shares	Q2 2025 Held for 5 months	$338.0M
M Mount Capital Ltd Institution	-	1.55% $4.3M	23.7K shares	Q4 2021 Held for 3y 11m	$278.8M
G GAM Holding AG Institution	-	1.54% $24.9M	137.1K shares	Q2 2025 Held for 5 months	$1.6B
ANGELES WEALTH MANAGEMENT, LLC RIA/Wealth	Jonathan Rice Foster CEO	1.33% $21.6M	119.0K shares	Q2 2022 Held for 3y 5m	$1.6B