iShares MSCI World ETF
URTH
52 hedge funds and large institutions have $210M invested in iShares MSCI World ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
32% more call options, than puts
Call options by funds: $359K | Put options by funds: $273K
16% more funds holding
Funds holding: 45 → 52 (+7)
9% more capital invested
Capital invested by funds: $193M → $210M (+$17.9M)
1.52% more ownership
Funds ownership: 37% → 38.52% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$12.6M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$7.05M |
| 4 |
HWP
Hefty Wealth Partners
Auburn,
Indiana
|
+$2.99M |
| 5 |
Jane Street
New York
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$38.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$3.46M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$610K |
| 4 |
Franklin Resources
San Mateo,
California
|
-$374K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$321K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Advisornet Financial
Minnetonka,
Minnesota
| $1K | +$518 | +6 | New |
|
|
52
Wolverine Trading
Chicago,
Illinois
| – | -$610K | -7,058 | Closed |
|
|
53
Franklin Resources
San Mateo,
California
| – | -$374K | -4,447 | Closed |
|
|
FTUS
54
Flow Traders U.S.
New York
| – | -$233K | -2,765 | Closed |
|
55
Wells Fargo
San Francisco,
California
| – | -$94K | -1,114 | Closed |
|
|
MIFH
56
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$17K | -200 | Closed |
|
URTH Hedge Fund Activity: Q4 2017 in Review
52 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2017, worth a combined $210M — up 9.3% from $193M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new URTH positions and 5 closed out — a net gain of 7 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $16.8M. The largest seller was Morgan Stanley, cutting an estimated $38.7M.
- 52 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2017, up from 45 in Q3 2017.
- Funds reported $210M of iShares MSCI World ETF stock for Q4 2017, up 9.3% quarter-over-quarter.
- 12 funds opened new iShares MSCI World ETF positions in Q4 2017 and 5 closed out, a net change of +7 holders.
- The largest iShares MSCI World ETF buyer in Q4 2017 was Royal Bank of Canada, an estimated $16.8M added.
- The largest iShares MSCI World ETF seller in Q4 2017 was Morgan Stanley, an estimated $38.7M sold.
Based on aggregated 13F filings for Q4 2017.