We are live on ! Find out more
URTH icon

iShares MSCI World ETF

103 hedge funds and large institutions have $556M invested in iShares MSCI World ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $557M → $556M (-$924K)

2.5% less ownership

Funds ownership: 48.54%46.04% (-2.5%)

4% less funds holding

Funds holding: 107103 (-4)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $249K

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
30
Reduced
36
Closed
16
Calls
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Beaumont Financial Advisors
Massachusetts
$337K
Stifel Financial
77
Stifel Financial
Missouri
$319K -$459K -3,954 -60%
SPC
78
Sigma Planning Corp
Michigan
$292K
FHA
79
Flagship Harbor Advisors
Massachusetts
$271K
LNC
80
Lincoln National Corp
Pennsylvania
$252K
PP
81
Prudential plc
United Kingdom
$238K +$233K +2,010 New
CMBA
82
C.M. Bidwell & Associates
Hawaii
$234K -$30.2K -260 -12%
AIA
83
Arbor Investment Advisors
North Carolina
$231K +$4.53K +39 +2%
TC
84
TAP Consulting
Missouri
$218K
BAM
85
Belpointe Asset Management
Nevada
$180K +$18.5K +159 +12%
Deutsche Bank
86
Deutsche Bank
Germany
$178K -$97.1K -837 -36%
MIFH
87
Migdal Insurance & Financial Holdings
Israel
$145K
GWM
88
Geneos Wealth Management
Colorado
$129K -$348 -3 -0.3%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$89K +$2.32K +20 +3%
CFGS
90
Concourse Financial Group Securities
Alabama
$73K
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.7K
WT
92
Washington Trust
Rhode Island
$54K -$36K -310 -41%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$42K +$18K +155 +82%
GEA
94
Glen Eagle Advisors
New Jersey
$23.7K
PA
95
Parallel Advisors
California
$22K +$21.6K +186 New
AII
96
AGF Investments Inc
Ontario, Canada
$18K
IAIM
97
International Assets Investment Management
Florida
$11K
WP
98
WealthShield Partners
North Carolina
$10K +$9.87K +85 New
RG
99
Retirement Group
California
$9K
NFG
100
Next Financial Group
Texas
$4K +$348 +3 +10%

URTH Hedge Fund Activity: Q1 2021 in Review

103 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2021, worth a combined $556M — down 0.17% from $557M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of URTH and 12 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 30 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $55.3M. The largest seller was Susquehanna International Group, cutting an estimated $45.8M.

  • 103 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2021, down from 107 in Q4 2020.
  • Funds reported $556M of iShares MSCI World ETF stock for Q1 2021, down 0.17% quarter-over-quarter.
  • 12 funds opened new iShares MSCI World ETF positions in Q1 2021 and 16 closed out, a net change of -4 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2021 was Wellington Management Group, an estimated $55.3M added.
  • The largest iShares MSCI World ETF seller in Q1 2021 was Susquehanna International Group, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2021.