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iShares MSCI World ETF
URTH

137 hedge funds and large institutions have $873M invested in iShares MSCI World ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

34% more capital invested

Capital invested by funds: $650M → $873M (+$223M)

28% more funds holding

Funds holding: 107 → 137 (+30)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.81% less ownership

Funds ownership: 43.2% → 41.38% (-1.8%)

Holders
137
Holders Change
+30
Holders Change %
+28.04%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
47
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$59.5M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$31.4M
3
PP
Prudential plc
United Kingdom
+$29.2M
4
Morgan Stanley
Morgan Stanley
New York
+$24.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.2M
2
PAG
Private Advisor Group
New Jersey
-$12.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.9M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$9.6M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
GW
101
GW & Wade
Massachusetts
$261K +$256K +1,930 New
EDRH
102
Edmond de Rothschild Holding
Switzerland
$257K +$252K +1,900 New
JWCA
103
J.W. Cole Advisors
Florida
$253K +$249K +1,871 New
SPC
104
Sigma Planning Corp
Michigan
$233K +$531 +4 +0.2%
SG
105
StoneX Group
New York
$231K +$226K +1,704 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$227K +$223K +1,681 New
SC
107
Savant Capital
Illinois
$226K – – –
BAM
108
Belpointe Asset Management
Nevada
$222K +$15.4K +116 +8%
BBVA
109
Banco Bilbao Vizcaya Argentaria
Spain
$210K -$9.6M -72,241 -98%
PCS
110
Personal CFO Solutions
New Jersey
$206K +$202K +1,523 New
BJL
111
Brighton Jones LLC
Washington
$206K +$203K +1,525 New
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$192K – – –
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$166K +$163K +1,228 New
Optiver Holding
114
Optiver Holding
Netherlands
$153K +$77.7K +585 +100%
GWM
115
Geneos Wealth Management
Colorado
$143K +$930 +7 +0.7%
S
116
SignatureFD
Georgia
$117K +$115K +865 New
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$102K – – –
BWM
118
BerganKDV Wealth Management
Minnesota
$95K +$93K +700 New
CFGS
119
Concourse Financial Group Securities
Alabama
$76K -$6.64K -50 -8%
PCG
120
Private Capital Group
Connecticut
$71K +$69.2K +521 New
SWM
121
Spire Wealth Management
Virginia
$67K +$65.6K +494 New
WTA
122
Washington Trust Advisors
Massachusetts
$61K +$60.3K +454 New
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$60K +$59.5K +448 New
COCM
124
Charter Oak Capital Management
New Hampshire
$54K +$53.1K +400 New
1832 Asset Management
125
1832 Asset Management
Ontario, Canada
$52K -$133 -1 -0.3%
2 3 4
5
6

URTH Hedge Fund Activity: Q4 2021 in Review

137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2021, worth a combined $873M — up 34% from $650M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new URTH positions and 8 closed out — a net gain of 30 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $59.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $16.2M sold.

  • 137 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2021, up from 107 in Q3 2021.
  • Funds reported $873M of iShares MSCI World ETF stock for Q4 2021, up 34% quarter-over-quarter.
  • 38 funds opened new iShares MSCI World ETF positions in Q4 2021 and 8 closed out, a net change of +30 holders.
  • The largest iShares MSCI World ETF buyer in Q4 2021 was Bank of America, an estimated $59.5M added.
  • The largest iShares MSCI World ETF seller in Q4 2021 was Wellington Management Group, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2021.