iShares MSCI World ETF
URTH
179 hedge funds and large institutions have $1.31B invested in iShares MSCI World ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 20 closing their positions.
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
3% more funds holding
Funds holding: 174 → 179 (+5)
3% more capital invested
Capital invested by funds: $1.27B → $1.31B (+$43.2M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2.66% less ownership
Funds ownership: 41.92% → 39.25% (-2.7%)
31% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$38M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$37.9M |
| 3 |
AFO
Allie Family Office
Miami,
Florida
|
+$20.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.1M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$39M |
| 2 |
Morgan Stanley
New York
|
-$38.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.3M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$19.7M |
| 5 |
BP
BBR Partners
New York
|
-$14.2M |
URTH Hedge Fund Activity: Q1 2024 in Review
179 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2024, worth a combined $1.31B — up 3.4% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new URTH positions and 20 closed out — a net gain of 7 holders — while 41 added to existing stakes and 59 trimmed.
The largest buyer was Evensky & Katz, opening a new position worth an estimated $38M. The largest seller was Bank of America, cutting an estimated $39M.
- 179 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2024, up from 174 in Q4 2023.
- Funds reported $1.31B of iShares MSCI World ETF stock for Q1 2024, up 3.4% quarter-over-quarter.
- 27 funds opened new iShares MSCI World ETF positions in Q1 2024 and 20 closed out, a net change of +7 holders.
- The largest iShares MSCI World ETF buyer in Q1 2024 was Evensky & Katz, an estimated $38M added.
- The largest iShares MSCI World ETF seller in Q1 2024 was Bank of America, an estimated $39M sold.
Based on aggregated 13F filings for Q1 2024.