iShares MSCI World ETF
URTH
151 hedge funds and large institutions have $1.03B invested in iShares MSCI World ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 39 closing their positions.
83% more call options, than puts
Call options by funds: $9.99M | Put options by funds: $5.48M
6.6% less ownership
Funds ownership: 46.26% → 39.67% (-6.6%)
11% less funds holding
Funds holding: 170 → 151 (-19)
18% less capital invested
Capital invested by funds: $1.25B → $1.03B (-$219M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
36% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 53
46% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$82.5M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$46.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.1M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$21.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$98.8M |
| 2 |
BP
BBR Partners
New York
|
-$85.1M |
| 3 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
-$78.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$60.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$39.3M |
URTH Hedge Fund Activity: Q1 2023 in Review
151 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2023, worth a combined $1.03B — down 18% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of URTH and 21 opened new positions — a net loss of 18 holders — while 53 trimmed existing stakes and 34 added.
The largest buyer was Flow Traders U.S., adding an estimated $82.5M. The largest seller was Moran Wealth Management, cutting an estimated $98.8M.
- 151 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2023, down from 170 in Q4 2022.
- Funds reported $1.03B of iShares MSCI World ETF stock for Q1 2023, down 18% quarter-over-quarter.
- 21 funds opened new iShares MSCI World ETF positions in Q1 2023 and 39 closed out, a net change of -18 holders.
- The largest iShares MSCI World ETF buyer in Q1 2023 was Flow Traders U.S., an estimated $82.5M added.
- The largest iShares MSCI World ETF seller in Q1 2023 was Moran Wealth Management, an estimated $98.8M sold.
Based on aggregated 13F filings for Q1 2023.