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iShares MSCI World ETF
URTH

13 hedge funds and large institutions have $32.6M invested in iShares MSCI World ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

18% more funds holding

Funds holding: 11 → 13 (+2)

18% less capital invested

Capital invested by funds: $39.8M → $32.6M (-$7.19M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.86M
2
PVH
Psagot Value Holdings
Israel
+$960K
3
VKH
Virtu KCG Holdings
New York
+$807K
4
BPC
Banque Pictet & Cie
Switzerland
+$621K
5
Morgan Stanley
Morgan Stanley
New York
+$300K

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$5.17M
2
JP Morgan Chase
JP Morgan Chase
New York
-$4.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.3M
4
CA
Cetera Advisors
Colorado
-$88.7K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$84.1K

URTH Hedge Fund Activity: Q1 2014 in Review

13 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2014, worth a combined $32.6M — down 18% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new URTH positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $3.86M. The largest seller was SG Americas Securities, exiting entirely with an estimated $5.17M sold.

  • 13 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2014, up from 11 in Q4 2013.
  • Funds reported $32.6M of iShares MSCI World ETF stock for Q1 2014, down 18% quarter-over-quarter.
  • 5 funds opened new iShares MSCI World ETF positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2014 was Bank of America, an estimated $3.86M added.
  • The largest iShares MSCI World ETF seller in Q1 2014 was SG Americas Securities, an estimated $5.17M sold.

Based on aggregated 13F filings for Q1 2014.