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iShares MSCI World ETF
URTH

78 hedge funds and large institutions have $305M invested in iShares MSCI World ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

54% more capital invested

Capital invested by funds: $197M → $305M (+$107M)

34% more funds holding

Funds holding: 58 → 78 (+20)

12.62% more ownership

Funds ownership: 36% → 48.62% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
78
Holders Change
+20
Holders Change %
+34.48%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
22
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
+$30.1M
2
UBS AM
UBS AM
Illinois
+$17.5M
3
PAG
Private Advisor Group
New Jersey
+$13.7M
4
Jane Street
Jane Street
New York
+$13.3M
5
UBS Group
UBS Group
Switzerland
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$27.1M
2
FTUS
Flow Traders U.S.
New York
-$3.64M
3
BAAM
Baker Avenue Asset Management
California
-$2.1M
4
CI
CX Institutional
Indiana
-$1.73M
5
PP
Prudential plc
United Kingdom
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Sterling Capital Management
North Carolina
$1.9M +$2.04M +24,069 New
BWM
27
BT Wealth Management
Georgia
$1.81M +$1.78M +21,046 New
UIA
28
UBP Investment Advisors
Switzerland
$1.42M -$432K -5,095 -22%
ZCA
29
Zeke Capital Advisors
Pennsylvania
$1.31M +$1.41M +16,578 New
CLOS
30
Compagnie Lombard Odier SCmA
Switzerland
$1.18M – – –
M&T Bank
31
M&T Bank
New York
$1.13M +$1.21M +14,297 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$851K -$127K -1,500 -12%
CC
33
Cassaday & Co
Virginia
$737K +$793K +9,346 New
TA
34
Tiedemann Advisors
New York
$726K +$1.27K +15 +0.2%
Bessemer Group
35
Bessemer Group
New Jersey
$702K +$755K +8,900 New
AG
36
Advisor Group
Arizona
$681K +$466K +5,491 +175%
Barclays
37
Barclays
United Kingdom
$501K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$477K +$164K +1,932 +47%
RJA
39
Raymond James & Associates
Florida
$475K +$291K +3,426 +132%
Renaissance Technologies
40
Renaissance Technologies
New York
$465K +$500K +5,900 New
Ameriprise
41
Ameriprise
Minnesota
$463K +$221K +2,604 +80%
BAAM
42
Baker Avenue Asset Management
California
$442K -$2.1M -24,818 -82%
William Blair & Company
43
William Blair & Company
Illinois
$409K +$127K +1,492 +40%
BPC
44
Banque Pictet & Cie
Switzerland
$347K +$373K +4,400 New
SC
45
Scotia Capital
Ontario, Canada
$318K -$52.3K -617 -13%
LGWM
46
Litman Gregory Wealth Management
California
$304K +$326K +3,850 New
AssetMark Inc
47
AssetMark Inc
California
$284K – – –
LNC
48
Lincoln National Corp
Pennsylvania
$277K +$298K +3,512 New
BFA
49
Beaumont Financial Advisors
Massachusetts
$271K +$292K +3,440 New
JIP
50
Jaffetilchin Investment Partners
Florida
$203K +$219K +2,578 New
1
2
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URTH Hedge Fund Activity: Q4 2018 in Review

78 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2018, worth a combined $305M — up 54% from $197M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new URTH positions and 10 closed out — a net gain of 21 holders — while 22 added to existing stakes and 9 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $30.1M. The largest seller was HSBC Holdings, cutting an estimated $27.1M.

  • 78 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2018, up from 58 in Q3 2018.
  • Funds reported $305M of iShares MSCI World ETF stock for Q4 2018, up 54% quarter-over-quarter.
  • 31 funds opened new iShares MSCI World ETF positions in Q4 2018 and 10 closed out, a net change of +21 holders.
  • The largest iShares MSCI World ETF buyer in Q4 2018 was Arlington Financial Advisors, an estimated $30.1M added.
  • The largest iShares MSCI World ETF seller in Q4 2018 was HSBC Holdings, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2018.