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iShares MSCI World ETF

107 hedge funds and large institutions have $557M invested in iShares MSCI World ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more funds holding

Funds holding: 78107 (+29)

23% more capital invested

Capital invested by funds: $454M → $557M (+$103M)

3.76% more ownership

Funds ownership: 44.78%48.54% (+3.8%)

3% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 33

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $236K

Holders
107
Holders Change
+29
Holders Change %
+37.18%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
34
Reduced
33
Closed
Calls
Puts
$236K
Net Calls
-$236K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hudson Capital Management
New Jersey
$776K
Stifel Financial
52
Stifel Financial
Missouri
$747K -$1.04M -9,855 -60%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$726K -$18.3K -173 -3%
BCV
54
Banque Cantonale Vaudoise
Switzerland
$725K -$345K -3,250 -34%
Renaissance Technologies
55
Renaissance Technologies
New York
$719K +$679K +6,400 New
OMC
56
Old Mission Capital
Illinois
$716K -$1.19M -11,265 -64%
Barclays
57
Barclays
United Kingdom
$691K
MIH
58
Meitav Investment House
Israel
$687K -$125K -1,180 -16%
TA
59
Tiedemann Advisors
New York
$638K +$742 +7 +0.1%
PPA
60
Parametric Portfolio Associates
Washington
$631K +$595K +5,612 New
CFB
61
Cullen/Frost Bankers
Texas
$618K -$212K -2,000 -27%
CCP
62
Corient Capital Partners
California
$609K +$574K +5,414 New
KWM
63
Kingsview Wealth Management
Oregon
$607K +$572K +5,400 New
ASN
64
Advisory Services Network
Georgia
$597K +$11.9K +112 +2%
JIC
65
Joel Isaacson & Co
New York
$539K
TPCW
66
TD Private Client Wealth
New York
$531K +$501K +4,724 New
BPCE
67
Bank Pictet & Cie (Europe)
Germany
$524K +$70.1K +661 +17%
JIP
68
Jaffetilchin Investment Partners
Florida
$466K +$3.08K +29 +0.7%
Ameriprise
69
Ameriprise
Minnesota
$398K -$29.6K -279 -7%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$391K -$88K -830 -19%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$359K +$339K +3,196 New
APA
72
American Portfolios Advisors
New York
$356K +$4.24K +40 +1%
MML Investors Services
73
MML Investors Services
Massachusetts
$327K +$309K +2,911 New
BFA
74
Beaumont Financial Advisors
Massachusetts
$320K
GSC
75
Ground Swell Capital
South Carolina
$304K +$287K +2,707 New

URTH Hedge Fund Activity: Q4 2020 in Review

107 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2020, worth a combined $557M — up 23% from $454M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new URTH positions and 0 closed out — a net gain of 29 holders — while 34 added to existing stakes and 33 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $70.2M. The largest seller was Flow Traders U.S., cutting an estimated $47.6M.

  • 107 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2020, up from 78 in Q3 2020.
  • Funds reported $557M of iShares MSCI World ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 29 funds opened new iShares MSCI World ETF positions in Q4 2020 and 0 closed out, a net change of +29 holders.
  • The largest iShares MSCI World ETF buyer in Q4 2020 was Schroder Investment Management Group, an estimated $70.2M added.
  • The largest iShares MSCI World ETF seller in Q4 2020 was Flow Traders U.S., an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2020.