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iShares MSCI World ETF

138 hedge funds and large institutions have $743M invested in iShares MSCI World ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 137138 (+1)

4.45% less ownership

Funds ownership: 41.38%36.93% (-4.5%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

15% less capital invested

Capital invested by funds: $873M → $743M (-$130M)

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
39
Reduced
44
Closed
18
Calls
$373K
Puts
Net Calls
+$373K
Net Calls Change
+$373K
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$254K +$14K +110 +6%
PCS
102
Personal CFO Solutions
New Jersey
$253K +$57.8K +455 +30%
DS
103
DRW Securities
Illinois
$252K -$281K -2,211 -53%
GW
104
GW & Wade
Massachusetts
$247K
SG
105
StoneX Group
New York
$225K +$6.61K +52 +3%
SPC
106
Sigma Planning Corp
Michigan
$221K +$127 +1 +0.1%
AWS
107
Atria Wealth Solutions
New York
$215K +$213K +1,680 New
SC
108
Savant Capital
Illinois
$214K
HGWM
109
Horst & Graben Wealth Management
Oregon
$212K -$428K -3,365 -67%
BAM
110
Belpointe Asset Management
Nevada
$205K -$4.96K -39 -2%
MIH
111
Meitav Investment House
Israel
$205K +$203K +1,600 New
SI
112
Stephens Inc
Arkansas
$204K +$202K +1,590 New
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$192K
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$164K +$6.35K +50 +4%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161K -$152K -1,195 -49%
FWP
116
FAS Wealth Partners
Kansas
$105K +$104K +817 New
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$96K
BDWM
118
Brewin Dolphin Wealth Management
Ireland
$96K +$95.3K +750 New
Optiver Holding
119
Optiver Holding
Netherlands
$75K -$74.3K -585 -50%
CFGS
120
Concourse Financial Group Securities
Alabama
$72K
WTA
121
Washington Trust Advisors
Massachusetts
$58K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$57K
SWM
123
Spire Wealth Management
Virginia
$56K -$7.24K -57 -12%
MCC
124
Money Concepts Capital
Florida
$54K +$53.5K +421 New
COCM
125
Charter Oak Capital Management
New Hampshire
$51K

URTH Hedge Fund Activity: Q1 2022 in Review

138 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2022, worth a combined $743M — down 15% from $873M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new URTH positions and 18 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Banco Santander, adding an estimated $36.6M. The largest seller was Bank of America, cutting an estimated $53.2M.

  • 138 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2022, up from 137 in Q4 2021.
  • Funds reported $743M of iShares MSCI World ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 20 funds opened new iShares MSCI World ETF positions in Q1 2022 and 18 closed out, a net change of +2 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2022 was Banco Santander, an estimated $36.6M added.
  • The largest iShares MSCI World ETF seller in Q1 2022 was Bank of America, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2022.