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iShares MSCI World ETF

35 hedge funds and large institutions have $124M invested in iShares MSCI World ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

18% more capital invested

Capital invested by funds: $105M → $124M (+$19.1M)

0% more funds holding

Funds holding: 3535 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2.86% less ownership

Funds ownership: 48.64%45.78% (-2.9%)

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
13
Reduced
4
Closed
10
Calls
$44K
Puts
Net Calls
+$44K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
26
Pathstone Family Office
New Jersey
$127K
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$81K +$81.4K +1,164 New
HIIFS
28
Harel Insurance Investments & Financial Services
Israel
$75K
GWM
29
Geneos Wealth Management
Colorado
$60K +$770 +11 +1%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$52K +$140 +2 +0.3%
IA
31
IFP Advisors
Florida
$46K +$46.7K +668 New
Bank of America
32
Bank of America
North Carolina
$31K +$7.07K +101 +29%
GI
33
Gradient Investments
Minnesota
$3K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
-$3.96M -57,037 Closed
CLOS
35
Compagnie Lombard Odier SCmA
Switzerland
-$2.06M -29,750 Closed
TFA
36
Transamerica Financial Advisors
Florida
-$345K -4,969 Closed
SFFS
37
Stonehage Fleming Financial Services
Jersey
-$334K -4,818 Closed
HWP
38
Hefty Wealth Partners
Indiana
-$328K -4,734 Closed
AIG
39
American International Group
New York
-$186K -2,678 Closed
EDRH
40
Edmond de Rothschild Holding
Switzerland
-$49K -710 Closed
EDRS
41
Edmond de Rothschild (Suisse)
Switzerland
-$49K -710 Closed
FHA
42
First Horizon Advisors
Tennessee
-$44K -664 Closed
Wells Fargo
43
Wells Fargo
California
-$6K -89 Closed
S
44
SignatureFD
Georgia
+$350 +5 New

URTH Hedge Fund Activity: Q2 2016 in Review

35 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q2 2016, worth a combined $124M — up 18% from $105M a quarter earlier.

Fund positioning in URTH was balanced in Q2 2016: 10 funds opened new positions, 10 closed out, 13 added to existing stakes and 4 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $17.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.96M sold.

  • 35 institutional investors held iShares MSCI World ETF (URTH) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $124M of iShares MSCI World ETF stock for Q2 2016, up 18% quarter-over-quarter.
  • 10 funds opened new iShares MSCI World ETF positions in Q2 2016 and 10 closed out, a net change of 0 holders.
  • The largest iShares MSCI World ETF buyer in Q2 2016 was JP Morgan Chase, an estimated $17.6M added.
  • The largest iShares MSCI World ETF seller in Q2 2016 was Susquehanna International Group, an estimated $3.96M sold.

Based on aggregated 13F filings for Q2 2016.