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iShares MSCI World ETF

36 hedge funds and large institutions have $135M invested in iShares MSCI World ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

3.65% less ownership

Funds ownership: 47.64%43.99% (-3.6%)

7% less capital invested

Capital invested by funds: $145M → $135M (-$10.1M)

14% less funds holding

Funds holding: 4236 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
15
Reduced
8
Closed
9
Calls
$292K
Puts
Net Calls
+$292K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$75.1M +$2.3M +31,863 +3%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$24M -$650K -9,000 -3%
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.67M +$299K +4,135 +3%
TA
4
Tiedemann Advisors
New York
$8.92M -$332K -4,597 -4%
Jane Street
5
Jane Street
New York
$3.55M -$8.21M -113,674 -70%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.36M +$906K +12,533 +63%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.66M -$522K -7,218 -24%
FTUS
8
Flow Traders U.S.
New York
$997K +$406K +5,620 +70%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$929K +$525K +7,266 +133%
Barclays
10
Barclays
United Kingdom
$766K
Morgan Stanley
11
Morgan Stanley
New York
$694K +$8.96K +124 +1%
UBS Group
12
UBS Group
Switzerland
$687K +$227K +3,147 +50%
AG
13
Ashmore Group
United Kingdom
$676K
Ameriprise
14
Ameriprise
Minnesota
$588K +$103K +1,420 +21%
Bank of America
15
Bank of America
North Carolina
$569K +$330K +4,572 +142%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$473K +$31.1K +431 +7%
OMC
17
Old Mission Capital
Illinois
$450K -$2.34M -32,406 -84%
TWMH
18
Tiedemann Wealth Management Holdings
New York
$387K -$35.3K -488 -8%
PCIG
19
Partners Capital Investment Group
Massachusetts
$281K +$1.81K +25 +0.7%
AssetMark Inc
20
AssetMark Inc
California
$263K
GWA
21
Guidant Wealth Advisors
Illinois
$243K +$2.38K +33 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$242K +$141K +1,957 +144%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$241K -$826K -11,425 -78%
RCWMU
24
Rothschild & Co Wealth Management (UK)
United Kingdom
$206K
CG
25
Cutler Group
California
$204K

URTH Hedge Fund Activity: Q4 2016 in Review

36 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2016, worth a combined $135M — down 7% from $145M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of URTH and 3 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 15 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.3M. The largest seller was Jane Street, cutting an estimated $8.21M.

  • 36 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2016, down from 42 in Q3 2016.
  • Funds reported $135M of iShares MSCI World ETF stock for Q4 2016, down 7% quarter-over-quarter.
  • 3 funds opened new iShares MSCI World ETF positions in Q4 2016 and 9 closed out, a net change of -6 holders.
  • The largest iShares MSCI World ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $2.3M added.
  • The largest iShares MSCI World ETF seller in Q4 2016 was Jane Street, an estimated $8.21M sold.

Based on aggregated 13F filings for Q4 2016.