iShares MSCI World ETF
URTH
34 hedge funds and large institutions have $160M invested in iShares MSCI World ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
166% more capital inflows, than outflows
Capital inflows: $47.6M | Capital outflows: $17.9M
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
13% more funds holding
Funds holding: 30 → 34 (+4)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiedemann Trust
Wilmington,
Delaware
|
+$28.6M |
| 2 |
Tiedemann Advisors
New York
|
+$8.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.93M |
| 4 |
BB&T Securities
Richmond,
Virginia
|
+$1.8M |
| 5 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dow Chemical Company
Midland,
Michigan
|
-$4.94M |
| 2 |
Psagot Value Holdings
Tel Aviv,
Israel
|
-$3.86M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.02M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.52M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.22M |
URTH Hedge Fund Activity: Q4 2015 in Review
34 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2015, worth a combined $160M — up 27% from $126M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new URTH positions and 5 closed out — a net gain of 5 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Tiedemann Trust, opening a new position worth an estimated $28.6M. The largest seller was Dow Chemical Company, cutting an estimated $4.94M.
- 34 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2015, up from 30 in Q3 2015.
- Funds reported $160M of iShares MSCI World ETF stock for Q4 2015, up 27% quarter-over-quarter.
- 10 funds opened new iShares MSCI World ETF positions in Q4 2015 and 5 closed out, a net change of +5 holders.
- The largest iShares MSCI World ETF buyer in Q4 2015 was Tiedemann Trust, an estimated $28.6M added.
- The largest iShares MSCI World ETF seller in Q4 2015 was Dow Chemical Company, an estimated $4.94M sold.
Based on aggregated 13F filings for Q4 2015.