iShares MSCI World ETF
URTH
71 hedge funds and large institutions have $241M invested in iShares MSCI World ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 27 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.76% less ownership
Funds ownership: 48.62% → 39.86% (-8.8%)
9% less funds holding
Funds holding: 78 → 71 (-7)
21% less capital invested
Capital invested by funds: $305M → $241M (-$63.9M)
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$9.05M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$8.16M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$7.85M |
| 4 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$6.19M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$28M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$16.3M |
| 3 |
JP Morgan Chase
New York
|
-$15.1M |
| 4 |
Jane Street
New York
|
-$14.3M |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$10.3M |
URTH Hedge Fund Activity: Q1 2019 in Review
71 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2019, worth a combined $241M — down 21% from $305M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of URTH and 20 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 18 added.
The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $9.05M. The largest seller was Arlington Financial Advisors, exiting entirely with an estimated $28M sold.
- 71 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2019, down from 78 in Q4 2018.
- Funds reported $241M of iShares MSCI World ETF stock for Q1 2019, down 21% quarter-over-quarter.
- 20 funds opened new iShares MSCI World ETF positions in Q1 2019 and 27 closed out, a net change of -7 holders.
- The largest iShares MSCI World ETF buyer in Q1 2019 was Bank Hapoalim BM, an estimated $9.05M added.
- The largest iShares MSCI World ETF seller in Q1 2019 was Arlington Financial Advisors, an estimated $28M sold.
Based on aggregated 13F filings for Q1 2019.