iShares MSCI World ETF
URTH
141 hedge funds and large institutions have $681M invested in iShares MSCI World ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 19 closing their positions.
59,800% more call options, than puts
Call options by funds: $599K | Put options by funds: $1K
50% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 34
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
2% more funds holding
Funds holding: 138 → 141 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.76% less ownership
Funds ownership: 36.93% → 34.17% (-2.8%)
8% less capital invested
Capital invested by funds: $743M → $681M (-$62.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Angeles Wealth Management
Santa Monica,
California
|
+$23M |
| 2 |
Jane Street
New York
|
+$20.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$18.8M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$10.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$12.1M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$10.7M |
| 3 |
FFM
Fullerton Fund Management
Singapore
|
-$8.7M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$6.66M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
-$5.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPC
151
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$221K | -1,723 | Closed |
|
|
AWS
152
Atria Wealth Solutions
New York
| – | -$215K | -1,680 | Closed |
|
|
SC
153
Savant Capital
Rockford,
Illinois
| – | -$214K | -1,669 | Closed |
|
|
HGWM
154
Horst & Graben Wealth Management
Portland,
Oregon
| – | -$212K | -1,651 | Closed |
|
|
MIH
155
Meitav Investment House
Bene-Beraq,
Israel
| – | -$205K | -1,600 | Closed |
|
|
SI
156
Stephens Inc
Little Rock,
Arkansas
| – | -$204K | -1,590 | Closed |
|
|
MCC
157
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$54K | -421 | Closed |
|
158
AssetMark Inc
Concord,
California
| – | -$17K | -132 | Closed |
|
|
FWA
159
FSC Wealth Advisors
Fishkill,
New York
| – | -$13K | -99 | Closed |
|
|
PFGIA
160
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | +$116 | +1 | New |
|
URTH Hedge Fund Activity: Q2 2022 in Review
141 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q2 2022, worth a combined $681M — down 8.4% from $743M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new URTH positions and 19 closed out — a net gain of 4 holders — while 51 added to existing stakes and 34 trimmed.
The largest buyer was Angeles Wealth Management, opening a new position worth an estimated $23M. The largest seller was Lazard Asset Management, cutting an estimated $12.1M.
- 141 institutional investors held iShares MSCI World ETF (URTH) as of Q2 2022, up from 138 in Q1 2022.
- Funds reported $681M of iShares MSCI World ETF stock for Q2 2022, down 8.4% quarter-over-quarter.
- 23 funds opened new iShares MSCI World ETF positions in Q2 2022 and 19 closed out, a net change of +4 holders.
- The largest iShares MSCI World ETF buyer in Q2 2022 was Angeles Wealth Management, an estimated $23M added.
- The largest iShares MSCI World ETF seller in Q2 2022 was Lazard Asset Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2022.