We are live on ! Find out more
URTH icon

iShares MSCI World ETF

164 hedge funds and large institutions have $1.07B invested in iShares MSCI World ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

9% more funds holding

Funds holding: 151164 (+13)

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

4% more capital invested

Capital invested by funds: $1.03B → $1.07B (+$42.7M)

0.4% less ownership

Funds ownership: 39.67%39.26% (-0.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
49
Reduced
47
Closed
11
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
-$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$708K -$957K -7,973 -58%
HighTower Advisors
77
HighTower Advisors
Illinois
$685K
CFB
78
Cullen/Frost Bankers
Texas
$685K
MIH
79
Meitav Investment House
Israel
$653K +$291K +2,420 +84%
AFP
80
Ausdal Financial Partners
Iowa
$647K
WA
81
Waterford Advisors
New York
$647K
Victory Capital Management
82
Victory Capital Management
Texas
$622K +$302K +2,515 +101%
JIC
83
Joel Isaacson & Co
New York
$597K
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$592K -$422K -3,513 -42%
GW
85
GW & Wade
Massachusetts
$573K -$59.4K -495 -10%
RIS
86
Retirement Income Solutions
Michigan
$496K
AFA
87
Arlington Financial Advisors
California
$490K +$6.36K +53 +1%
Ameriprise
88
Ameriprise
Minnesota
$486K +$14.9K +124 +3%
KWM
89
Keebeck Wealth Management
Illinois
$481K
IAS
90
Insigneo Advisory Services
Florida
$464K +$446K +3,719 New
Mariner
91
Mariner
Kansas
$455K +$94.1K +784 +27%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$448K +$183K +1,527 +74%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$444K +$7.68K +64 +2%
LSWM
94
Lorne Steinberg Wealth Management
Canada
$429K +$5.28K +44 +1%
AF
95
Allworth Financial
California
$428K +$2.28K +19 +0.6%
CLG
96
Cooperman Leon G
$415K
SW
97
SteelPeak Wealth
California
$406K -$27.4K -228 -7%
RCM
98
Rain Capital Management
Oregon
$395K +$3.48K +29 +0.9%
TSS
99
Two Sigma Securities
New York
$390K +$10.9K +91 +3%
Financial Engines Advisors
100
Financial Engines Advisors
California
$375K +$116K +963 +47%

URTH Hedge Fund Activity: Q2 2023 in Review

164 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q2 2023, worth a combined $1.07B — up 4.2% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new URTH positions and 11 closed out — a net gain of 13 holders — while 49 added to existing stakes and 47 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $31.1M. The largest seller was Flow Traders U.S., cutting an estimated $65M.

  • 164 institutional investors held iShares MSCI World ETF (URTH) as of Q2 2023, up from 151 in Q1 2023.
  • Funds reported $1.07B of iShares MSCI World ETF stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 24 funds opened new iShares MSCI World ETF positions in Q2 2023 and 11 closed out, a net change of +13 holders.
  • The largest iShares MSCI World ETF buyer in Q2 2023 was Wellington Management Group, an estimated $31.1M added.
  • The largest iShares MSCI World ETF seller in Q2 2023 was Flow Traders U.S., an estimated $65M sold.

Based on aggregated 13F filings for Q2 2023.