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iShares MSCI World ETF

72 hedge funds and large institutions have $240M invested in iShares MSCI World ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1% more funds holding

Funds holding: 7172 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $241M → $240M (-$370K)

1.55% less ownership

Funds ownership: 39.86%38.31% (-1.6%)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
27
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
76
Pathstone Family Office
New Jersey
-$75K -850 Closed
CA
77
Cetera Advisors
Colorado
-$31K -339 Closed

URTH Hedge Fund Activity: Q2 2019 in Review

72 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q2 2019, worth a combined $240M — down 0.15% from $241M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new URTH positions and 7 closed out — a net gain of 2 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Strategic Investment Management, opening a new position worth an estimated $6.24M. The largest seller was JP Morgan Chase, cutting an estimated $28.5M.

  • 72 institutional investors held iShares MSCI World ETF (URTH) as of Q2 2019, up from 71 in Q1 2019.
  • Funds reported $240M of iShares MSCI World ETF stock for Q2 2019, down 0.15% quarter-over-quarter.
  • 9 funds opened new iShares MSCI World ETF positions in Q2 2019 and 7 closed out, a net change of +2 holders.
  • The largest iShares MSCI World ETF buyer in Q2 2019 was Strategic Investment Management, an estimated $6.24M added.
  • The largest iShares MSCI World ETF seller in Q2 2019 was JP Morgan Chase, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2019.