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iShares MSCI World ETF

141 hedge funds and large institutions have $681M invested in iShares MSCI World ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

59,800% more call options, than puts

Call options by funds: $599K | Put options by funds: $1K

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

2% more funds holding

Funds holding: 138141 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.76% less ownership

Funds ownership: 36.93%34.17% (-2.8%)

8% less capital invested

Capital invested by funds: $743M → $681M (-$62.3M)

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
51
Reduced
34
Closed
19
Calls
$599K
Puts
$1K
Net Calls
+$598K
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
76
Compagnie Lombard Odier SCmA
Switzerland
$463K +$140K +1,200 +38%
Financial Engines Advisors
77
Financial Engines Advisors
California
$463K +$505K +4,335 New
DS
78
DRW Securities
Illinois
$457K +$269K +2,306 +117%
JIP
79
Jaffetilchin Investment Partners
Florida
$425K +$4.31K +37 +0.9%
AAS
80
Avantax Advisory Services
Texas
$408K +$444K +3,813 New
AFA
81
Arlington Financial Advisors
California
$383K -$2.53M -21,766 -86%
LA
82
LVW Advisors
New York
$380K +$414K +3,559 New
CLG
83
Cooperman Leon G
$356K
APA
84
American Portfolios Advisors
New York
$339K -$3.03K -26 -0.8%
RCM
85
Rain Capital Management
Oregon
$333K +$363K +3,119 New
SW
86
SteelPeak Wealth
California
$320K +$23.6K +203 +7%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$304K -$1.01M -8,704 -75%
BFA
88
Beaumont Financial Advisors
Massachusetts
$304K
OBWG
89
Onyx Bridge Wealth Group
New York
$302K +$317K +2,724 New
EH
90
Equitable Holdings
New York
$299K -$68.8K -591 -17%
MJB
91
Mark J. Bradley
$298K -$10.5K -90 -3%
CMBA
92
C.M. Bidwell & Associates
Hawaii
$291K +$72.3K +621 +30%
AIA
93
Arbor Investment Advisors
North Carolina
$288K +$45.1K +387 +17%
MWM
94
Mission Wealth Management
California
$282K
FHA
95
Flagship Harbor Advisors
Massachusetts
$280K +$45.4K +390 +18%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$269K +$12.1K +104 +4%
AFO
97
Allie Family Office
Florida
$265K
Victory Capital Management
98
Victory Capital Management
Texas
$265K
MIFH
99
Migdal Insurance & Financial Holdings
Israel
$248K
PWM
100
Perigon Wealth Management
California
$230K +$251K +2,155 New

URTH Hedge Fund Activity: Q2 2022 in Review

141 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q2 2022, worth a combined $681M — down 8.4% from $743M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new URTH positions and 19 closed out — a net gain of 4 holders — while 51 added to existing stakes and 34 trimmed.

The largest buyer was Angeles Wealth Management, opening a new position worth an estimated $23M. The largest seller was Lazard Asset Management, cutting an estimated $12.1M.

  • 141 institutional investors held iShares MSCI World ETF (URTH) as of Q2 2022, up from 138 in Q1 2022.
  • Funds reported $681M of iShares MSCI World ETF stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 23 funds opened new iShares MSCI World ETF positions in Q2 2022 and 19 closed out, a net change of +4 holders.
  • The largest iShares MSCI World ETF buyer in Q2 2022 was Angeles Wealth Management, an estimated $23M added.
  • The largest iShares MSCI World ETF seller in Q2 2022 was Lazard Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2022.