iShares MSCI World ETF
URTH
39 hedge funds and large institutions have $137M invested in iShares MSCI World ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
8% more funds holding
Funds holding: 36 → 39 (+3)
2% more capital invested
Capital invested by funds: $135M → $137M (+$2.11M)
11.36% less ownership
Funds ownership: 43.99% → 32.63% (-11%)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.78M |
| 2 |
CLOS
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
+$1.17M |
| 3 |
Morgan Stanley
New York
|
+$982K |
| 4 |
HWP
Hefty Wealth Partners
Auburn,
Indiana
|
+$943K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$7.94M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.31M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$997K |
| 4 |
Jane Street
New York
|
-$894K |
| 5 |
Bank of New York Mellon
New York
|
-$745K |
URTH Hedge Fund Activity: Q1 2017 in Review
39 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2017, worth a combined $137M — up 1.6% from $135M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new URTH positions and 8 closed out — a net gain of 3 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.78M. The largest seller was Tiedemann Advisors, cutting an estimated $7.94M.
- 39 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2017, up from 36 in Q4 2016.
- Funds reported $137M of iShares MSCI World ETF stock for Q1 2017, up 1.6% quarter-over-quarter.
- 11 funds opened new iShares MSCI World ETF positions in Q1 2017 and 8 closed out, a net change of +3 holders.
- The largest iShares MSCI World ETF buyer in Q1 2017 was JP Morgan Chase, an estimated $2.78M added.
- The largest iShares MSCI World ETF seller in Q1 2017 was Tiedemann Advisors, an estimated $7.94M sold.
Based on aggregated 13F filings for Q1 2017.