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iShares MSCI World ETF

138 hedge funds and large institutions have $743M invested in iShares MSCI World ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 137138 (+1)

4.45% less ownership

Funds ownership: 41.38%36.93% (-4.5%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

15% less capital invested

Capital invested by funds: $873M → $743M (-$130M)

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
39
Reduced
44
Closed
18
Calls
$373K
Puts
Net Calls
+$373K
Net Calls Change
+$373K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$4.64M +$545K +4,292 +13%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.53M -$2.3M -18,064 -34%
Jane Street
28
Jane Street
New York
$4.16M +$3.69M +29,021 +844%
RCWMU
29
Rothschild & Co Wealth Management (UK)
United Kingdom
$4.11M +$257K +2,025 +7%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$3.7M -$266K -2,095 -7%
AFA
31
Arlington Financial Advisors
California
$3.25M -$3.34M -26,247 -51%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$3.22M -$3.56K -28 -0.1%
AWA
33
Arkadios Wealth Advisors
Georgia
$3.01M +$79.7K +627 +3%
CAN
34
Cetera Advisor Networks
California
$2.93M +$103K +808 +4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.85M -$1.93M -15,220 -41%
RJA
36
Raymond James & Associates
Florida
$2.81M -$2.1M -16,494 -43%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$2.68M +$2.66M +20,900 New
SPIA
38
Steward Partners Investment Advisory
New York
$2.67M +$10.8K +85 +0.4%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$2.63M +$2.61M +20,537 New
BWA
40
Beam Wealth Advisors
Louisiana
$2.57M +$159K +1,255 +7%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$2.5M -$69.5K -547 -3%
MP
42
McDonald Partners
Ohio
$2.47M +$2.45M +19,300 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$2.38M
PCIG
44
Partners Capital Investment Group
Massachusetts
$2.31M +$2.29M +18,060 New
Aristotle Capital Management
45
Aristotle Capital Management
California
$2.16M +$1.56M +12,293 +271%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.82M -$731K -5,756 -29%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.62M +$89.5K +704 +6%
Cerity Partners
48
Cerity Partners
New York
$1.58M
SC
49
Sierra Capital
Florida
$1.57M
OC
50
Oppenheimer & Co
New York
$1.54M +$128K +1,009 +9%

URTH Hedge Fund Activity: Q1 2022 in Review

138 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2022, worth a combined $743M — down 15% from $873M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new URTH positions and 18 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Banco Santander, adding an estimated $36.6M. The largest seller was Bank of America, cutting an estimated $53.2M.

  • 138 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2022, up from 137 in Q4 2021.
  • Funds reported $743M of iShares MSCI World ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 20 funds opened new iShares MSCI World ETF positions in Q1 2022 and 18 closed out, a net change of +2 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2022 was Banco Santander, an estimated $36.6M added.
  • The largest iShares MSCI World ETF seller in Q1 2022 was Bank of America, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2022.