iShares MSCI World ETFURTHETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 234 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 11 from Q1 2025. 31 opened new positions and 21 sold out. The largest holders were Royal Bank of Canada ($260.6M), Morgan Stanley ($148.3M) and Goldman Sachs Group Inc. ($96.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares MSCI World ETF
- CUSIP
- 464286392
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $122.7M |
| Exits | 21 | $129.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,596,340 shares bought and 1,531,842 shares sold, net +64,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| Royal Bank of Canada | 0.05% | Add +5.5% | 1,538,407 | $260.6M |
| Morgan Stanley | 0.01% | Add +52.6% | 875,450 | $148.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -5.4% | 571,899 | $96.9M |
| Prudential PLC | 0.58% | Reduce -3.9% | 560,510 | $94.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.72% | Reduce -24.1% | 473,643 | $80.2M |
| Barings LLC | 1.45% | Add +14.0% | 358,101 | $60.7M |
| Obermeyer Wealth Partners | 2.88% | New | 341,698 | $57.9M |
| National Philanthropic Trust | 0.71% | Add +0.3% | 314,193 | $53.2M |
| Evensky & Katz LLC | 2.97% | Add +0.1% | 287,317 | $48.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Add +8.8% | 264,024 | $44.7M |
| JPMorgan Chase & Co. | 0.00% | Add +15.8% | 263,989 | $44.7M |
| Principal Financial Group Inc. | 0.02% | Add +6.6% | 207,424 | $35.1M |
| Banco Santander, S.A. | 0.33% | Reduce -14.4% | 206,346 | $35.0M |
| Bank of America Corp. | 0.00% | Reduce -32.9% | 202,674 | $34.3M |
| LPL Financial LLC | 0.01% | Add +13.8% | 187,256 | $31.7M |
| Bank of Montreal | 0.01% | Reduce -10.7% | 151,032 | $25.6M |
| BlackRock, Inc. | 0.00% | Add +43.4% | 145,072 | $24.6M |
| GAM Holding AG | 1.71% | New | 143,421 | $24.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.4% | 128,615 | $21.8M |
| UBS Group AG | 0.00% | Add +3.3% | 126,409 | $21.4M |
| CI Investments Inc. | 0.08% | Reduce -5.7% | 122,633 | $20.8M |
| Angeles Wealth Management, LLC | 1.39% | Add +5.7% | 119,304 | $20.2M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 115,770 | $19.6M |
| Evelyn Partners Investment Management (Europe) Ltd | 6.16% | Add +0.3% | 101,279 | $17.2M |
| Schroder Investment Management Group | 0.01% | Add +2.8% | 94,784 | $16.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -27.6% | 84,860 | $14.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.52% | Add +3.3% | 79,757 | $13.5M |
| Empire Life Investments Inc. | 0.83% | Add +9.5% | 76,900 | $13.0M |
| Cetera Investment Advisers | 0.02% | Reduce -5.8% | 74,235 | $12.6M |
| Citadel Advisors | 0.01% | New | 69,327 | $11.7M |
| Prudential Financial Inc. | 0.01% | New | 67,050 | $10.5M |
| Inherent Management Corp. | 5.21% | No change | 60,650 | $10.3M |
| Pinebridge Investments, L.P. | 0.08% | Add +75.5% | 59,103 | $10.0M |
| Xponance LLC | 0.08% | Add +57.7% | 58,494 | $9.9M |
| Bleakley Financial Group, LLC | 0.24% | Add +4.1% | 55,444 | $9.4M |
| Investments & Financial Planning, LLC | 5.32% | Add +6.4% | 54,495 | $9.2M |
| Fischer Investment Strategies, LLC | 6.02% | Add +13.3% | 52,943 | $9.0M |
| Lazard Asset Management LLC | 0.01% | Add +184.8% | 50,300 | $8.5M |
| Lido Advisors, LLC | 0.04% | Add +664.7% | 48,589 | $8.2M |
| Compagnie Lombard Odier SCmA | 0.11% | Add +10.5% | 48,329 | $8.2M |
| Fulcrum Equity Management | 8.04% | No change | 46,192 | $7.8M |
| Silphium Asset Management Ltd | 2.70% | New | 44,830 | $7.6M |
| Mackenzie Financial Corp. | 0.01% | Add +22.6% | 39,843 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.7% | 37,659 | $6.4M |
| HSBC Holdings PLC | 0.00% | No change | 34,600 | $5.9M |
| Brown Advisory Inc. | 0.01% | Add +0.6% | 30,272 | $5.1M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -0.2% | 29,211 | $4.9M |
| ICONIQ Capital, LLC | 0.08% | No change | 29,109 | $4.9M |
| Partners Capital Investment Group, LLP | 0.20% | Reduce -83.5% | 28,981 | $4.9M |
| Banque Pictet & Cie SA | 0.05% | Reduce -0.6% | 28,523 | $4.8M |
| Evelyn Partners Asset Management Ltd | 1.19% | Add +2.2% | 27,770 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 26,501 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.5% | 26,018 | $4.4M |
| NewEdge Advisors, LLC | 0.02% | Add +70466.7% | 25,404 | $4.3M |
| PKO Investment Management Joint-Stock Co | 0.45% | No change | 24,800 | $4.2M |
| Mount Capital Ltd | 1.30% | Reduce -8.8% | 23,725 | $4.0M |
| Beam Wealth Advisors, Inc. | 1.16% | Reduce -6.4% | 22,996 | $3.9M |
| BBR Partners, LLC | 0.24% | Reduce -2.1% | 22,957 | $3.9M |
| Renaissance Technologies | 0.01% | Add +370.8% | 22,600 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +29.4% | 22,262 | $3.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -1.7% | 21,670 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +133.5% | 21,370 | $3.6M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,935 | $3.2M |
| WBH Advisory Inc. | 0.27% | Add +15.7% | 18,917 | $3.2M |
| Main Street Research LLC | 0.20% | Add +1.0% | 18,688 | $3.2M |
| Avestar Capital, LLC | 0.21% | Reduce -18.7% | 17,137 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -18.7% | 17,137 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 16,684 | $2.8M |
| Sheridan Capital Management, LLC | 1.94% | No change | 16,621 | $2.8M |
| Pictet North America Advisors SA | 0.28% | Reduce -81.1% | 16,365 | $2.8M |
| J. Safra Sarasin Holding AG | 0.05% | New | 15,869 | $2.7M |
| Vontobel Holding Ltd. | 0.01% | Add +37.8% | 14,042 | $2.4M |
| Fifth Third Securities, Inc. | 0.15% | Add +8.3% | 11,651 | $2.0M |
| Sierra Capital LLC | 0.21% | Add +1.7% | 10,814 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -11.1% | 10,073 | $1.7M |
| Lorne Steinberg Wealth Management Inc. | 0.43% | Add +109.6% | 9,779 | $1.7M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.21% | Reduce -33.5% | 9,769 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.7% | 9,762 | $1.7M |
| Victory Capital Management Inc. | 0.00% | No change | 9,664 | $1.6M |
| Seeds Investor LLC | 0.38% | Add +66.6% | 9,433 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.5% | 9,413 | $1.6M |
| Litman Gregory Wealth Management LLC | 0.12% | Add +9.1% | 9,348 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.17% | No change | 8,800 | $1.5M |
| M&T Bank Corp | 0.00% | Add +4.7% | 8,382 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Reduce -1.4% | 7,818 | $1.3M |
| CHB Investment Group, LLC | 0.66% | Reduce -1.5% | 7,594 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.6% | 7,347 | $1.2M |
| Retirement Planning Group, LLC | 0.05% | Reduce -0.4% | 7,236 | $1.2M |
| Mariner, LLC | 0.00% | Add +2.3% | 7,217 | $1.2M |
| Union Bancaire Privee, UBP SA | 0.02% | Add +823.6% | 7,851 | $1.2M |
| Compound Planning, Inc. | 0.04% | Add +5.0% | 6,842 | $1.2M |
| Blair William & Co. | 0.00% | Add +3.4% | 6,694 | $1.1M |
| Evelyn Partners Investment Management LLP | 0.03% | Add +91.6% | 6,505 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.77% | Add +0.2% | 6,444 | $1.1M |
| FMR LLC | 0.00% | Add +794.8% | 6,308 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 6,072 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Reduce -4.5% | 5,627 | $953K |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 5,615 | $951K |
| Cerity Partners LLC | 0.00% | No change | 5,374 | $910K |
| Qtron Investments LLC | 0.12% | New | 5,337 | $904K |
"% of holder's portfolio" is URTH's weight in each manager's 13F, not the share of iShares MSCI World ETF the manager owns.