iShares MSCI World ETF
URTH
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.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
1% more funds holding
Funds holding: 137 → 138 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BS
Banco Santander
Madrid,
Spain
|
+$36.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$28.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$6.72M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$6.16M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$5.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$53.2M |
| 2 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
-$44.8M |
| 3 |
Morgan Stanley
New York
|
-$22.6M |
| 4 |
JP Morgan Chase
New York
|
-$11.8M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$10M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
151
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$95K | -700 | Closed |
|
|
PCG
152
Private Capital Group
West Hartford,
Connecticut
| – | -$71K | -521 | Closed |
|
153
US Bancorp
Minneapolis,
Minnesota
| – | -$31K | -228 | Closed |
|
|
AII
154
AGF Investments Inc
Toronto,
Ontario, Canada
| – | -$21K | -154 | Closed |
|
|
AWM
155
Accel Wealth Management
Waverly,
Iowa
| – | -$9K | -70 | Closed |
|
156
Wells Fargo
San Francisco,
California
| – | +$127 | +1 | New |
|
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.