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iShares MSCI World ETF
URTH

158 hedge funds and large institutions have $1.08B invested in iShares MSCI World ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.45% more ownership

Funds ownership: 39.26% → 41.71% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

1% more capital invested

Capital invested by funds: $1.07B → $1.08B (+$7.39M)

4% less funds holding

Funds holding: 164 → 158 (-6)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
158
Holders Change
-6
Holders Change %
-3.66%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
51
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$44M
2
CI
CX Institutional
Indiana
+$27.6M
3
B
Barings
North Carolina
+$12.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.86M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$34.9M
2
FFM
Fullerton Fund Management
Singapore
-$12.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.41M
5
BS
Banco Santander
Spain
-$6.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
101
Legacy Capital Group California
California
$356K – – –
BPCE
102
Bank Pictet & Cie (Europe)
Germany
$355K – – –
TPCW
103
TD Private Client Wealth
New York
$330K +$316K +2,535 +1,196%
MWM
104
Mission Wealth Management
California
$317K – – –
JIP
105
Jaffetilchin Investment Partners
Florida
$317K – – –
Citigroup
106
Citigroup
New York
$317K – – –
BFA
107
Beaumont Financial Advisors
Massachusetts
$314K – – –
MIFH
108
Migdal Insurance & Financial Holdings
Israel
$312K +$187K +1,500 +136%
AFO
109
Allie Family Office
Florida
$298K – – –
JWCA
110
J.W. Cole Advisors
Florida
$291K -$4.61K -37 -2%
RCAG
111
Rehmann Capital Advisory Group
Michigan
$286K -$1.12K -9 -0.4%
AWA
112
Arkadios Wealth Advisors
Georgia
$280K -$5.86K -47 -2%
PWM
113
Perigon Wealth Management
California
$271K – – –
SG
114
StoneX Group
New York
$268K -$11.7K -94 -4%
NL
115
NWAM LLC
Washington
$263K +$22.3K +179 +9%
PCS
116
Personal CFO Solutions
New Jersey
$252K +$261K +2,098 New
Financial Engines Advisors
117
Financial Engines Advisors
California
$243K -$124K -992 -33%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$240K -$200K -1,603 -45%
AIA
119
Arbor Investment Advisors
North Carolina
$233K -$16.8K -135 -7%
Millennium Management
120
Millennium Management
New York
$228K +$236K +1,897 New
MML Investors Services
121
MML Investors Services
Massachusetts
$226K +$15K +120 +7%
WT
122
Whittier Trust
California
$213K – – –
EH
123
Equitable Holdings
New York
$209K -$4.24K -34 -2%
AAS
124
Avantax Advisory Services
Texas
$207K +$214K +1,721 New
Barclays
125
Barclays
United Kingdom
$206K +$213K +1,711 New
3 4
5
6 7

URTH Hedge Fund Activity: Q3 2023 in Review

158 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q3 2023, worth a combined $1.08B — up 0.69% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of URTH and 12 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 51 added.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $44M. The largest seller was Jane Street, cutting an estimated $34.9M.

  • 158 institutional investors held iShares MSCI World ETF (URTH) as of Q3 2023, down from 164 in Q2 2023.
  • Funds reported $1.08B of iShares MSCI World ETF stock for Q3 2023, up 0.69% quarter-over-quarter.
  • 12 funds opened new iShares MSCI World ETF positions in Q3 2023 and 18 closed out, a net change of -6 holders.
  • The largest iShares MSCI World ETF buyer in Q3 2023 was Banco Bilbao Vizcaya Argentaria, an estimated $44M added.
  • The largest iShares MSCI World ETF seller in Q3 2023 was Jane Street, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2023.