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iShares MSCI World ETF

91 hedge funds and large institutions have $906M invested in iShares MSCI World ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

199% more capital invested

Capital invested by funds: $303M → $906M (+$603M)

95.1% more ownership

Funds ownership: 45.79%140.89% (+95%)

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

25% more funds holding

Funds holding: 7391 (+18)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $364K

Holders
91
Holders Change
+18
Holders Change %
+24.66%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
31
Reduced
21
Closed
5
Calls
Puts
$364K
Net Calls
-$364K
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$547K +$197K +2,069 +59%
JIP
52
Jaffetilchin Investment Partners
Florida
$546K +$44.5K +468 +9%
LNC
53
Lincoln National Corp
Pennsylvania
$541K +$83.8K +881 +19%
TA
54
Tiedemann Advisors
New York
$538K -$329K -3,456 -39%
JIC
55
Joel Isaacson & Co
New York
$473K
Ameriprise
56
Ameriprise
Minnesota
$468K -$6.85K -72 -1%
Barclays
57
Barclays
United Kingdom
$459K
BPCE
58
Bank Pictet & Cie (Europe)
Germany
$395K -$96.6K -1,015 -20%
Wells Fargo
59
Wells Fargo
California
$352K -$244K -2,559 -42%
BFA
60
Beaumont Financial Advisors
Massachusetts
$329K -$9.99K -105 -3%
AssetMark Inc
61
AssetMark Inc
California
$296K
SPC
62
Sigma Planning Corp
Michigan
$279K -$6.19K -65 -2%
IAA
63
Independent Advisor Alliance
North Carolina
$261K +$252K +2,643 New
APA
64
American Portfolios Advisors
New York
$258K -$476 -5 -0.2%
LGWM
65
Litman Gregory Wealth Management
California
$258K +$13K +137 +6%
AFA
66
Arlington Financial Advisors
California
$239K +$230K +2,415 New
AIA
67
Arbor Investment Advisors
North Carolina
$234K +$2.09K +22 +0.9%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$232K +$104K +1,090 +87%
AP
69
Americana Partners
Texas
$166K +$160K +1,686 New
MIFH
70
Migdal Insurance & Financial Holdings
Israel
$121K
GWM
71
Geneos Wealth Management
Colorado
$92K +$856 +9 +1%
CA
72
CXI Advisors
Indiana
$90K +$86.5K +909 New
HIA
73
Harbor Investment Advisory
Maryland
$89K +$85.6K +900 New
TPCW
74
TD Private Client Wealth
New York
$88K +$84.8K +891 New
FHA
75
Flagship Harbor Advisors
Massachusetts
$88K +$381 +4 +0.5%

URTH Hedge Fund Activity: Q4 2019 in Review

91 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2019, worth a combined $906M — up 199% from $303M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new URTH positions and 5 closed out — a net gain of 20 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was M&T Bank, adding an estimated $874M. The largest seller was Private Advisor Group, cutting an estimated $5.83M.

  • 91 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2019, up from 73 in Q3 2019.
  • Funds reported $906M of iShares MSCI World ETF stock for Q4 2019, up 199% quarter-over-quarter.
  • 25 funds opened new iShares MSCI World ETF positions in Q4 2019 and 5 closed out, a net change of +20 holders.
  • The largest iShares MSCI World ETF buyer in Q4 2019 was M&T Bank, an estimated $874M added.
  • The largest iShares MSCI World ETF seller in Q4 2019 was Private Advisor Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2019.