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iShares MSCI World ETF
URTH

Overview Fund Activity

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
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

1
AFA
Arlington Financial Advisors
California
+$28M
2
UBS AM
UBS AM
Illinois
+$16.3M
3
PAG
Private Advisor Group
New Jersey
+$14.2M
4
Jane Street
Jane Street
New York
+$12.4M
5
UBS Group
UBS Group
Switzerland
+$10.9M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$25.2M
2
FTUS
Flow Traders U.S.
New York
-$3.64M
3
BAAM
Baker Avenue Asset Management
California
-$1.96M
4
PP
Prudential plc
United Kingdom
-$1.61M
5
CI
CX Institutional
Indiana
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$202K +$1.66K +21 +0.8%
DSI
52
Daiwa SB Investments
Japan
$174K -$8.7K -110 -5%
LFASL
53
Lugano Financial Advisors SA (LFA)
Switzerland
$149K – – –
PFO
54
Pathstone Family Office
New Jersey
$127K – – –
QCG
55
Quadrant Capital Group
Ohio
$102K – – –
GWA
56
Guidant Wealth Advisors
Illinois
$102K +$102K +1,299 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$98K +$7.08K +90 +8%
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$96K +$96K +1,220 New
GWM
59
Geneos Wealth Management
Colorado
$71K +$623 +8 +0.9%
FHA
60
Flagship Harbor Advisors
Massachusetts
$69K +$234 +3 +0.3%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$56K +$56K +706 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.7K – – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$32K – – –
SFFS
64
Stonehage Fleming Financial Services
Jersey
$30K – – –
TCOV
65
Trust Company of Vermont
Vermont
$23K – – –
HIIFS
66
Harel Insurance Investments & Financial Services
Israel
$19K – – –
IA
67
IFP Advisors
Florida
$18K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$16K +$16K +200 New
CFGS
69
Concourse Financial Group Securities
Alabama
$14K +$14K +190 New
MFW
70
Mosaic Family Wealth
Missouri
$13K +$13K +168 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$5K -$6.15K -80 -55%
WDL
72
Well Done LLC
Michigan
$5K +$5K +65 New
CC
73
Claybrook Capital
Massachusetts
$5K +$5K +65 New
IF
74
Ironwood Financial
Arizona
$3K – – –
NFG
75
Next Financial Group
Texas
$2K +$2K +21 New
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