iShares MSCI World ETF
URTH
78 hedge funds and large institutions have $305M invested in iShares MSCI World ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 10 closing their positions.
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
54% more capital invested
Capital invested by funds: $197M → $305M (+$107M)
34% more funds holding
Funds holding: 58 → 78 (+20)
12.62% more ownership
Funds ownership: 36% → 48.62% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$30.1M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$17.5M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$13.7M |
| 4 |
Jane Street
New York
|
+$13.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$27.1M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.64M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$2.1M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.73M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$1.61M |
URTH Hedge Fund Activity: Q4 2018 in Review
78 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2018, worth a combined $305M — up 54% from $197M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new URTH positions and 10 closed out — a net gain of 21 holders — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $30.1M. The largest seller was HSBC Holdings, cutting an estimated $27.1M.
- 78 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2018, up from 58 in Q3 2018.
- Funds reported $305M of iShares MSCI World ETF stock for Q4 2018, up 54% quarter-over-quarter.
- 31 funds opened new iShares MSCI World ETF positions in Q4 2018 and 10 closed out, a net change of +21 holders.
- The largest iShares MSCI World ETF buyer in Q4 2018 was Arlington Financial Advisors, an estimated $30.1M added.
- The largest iShares MSCI World ETF seller in Q4 2018 was HSBC Holdings, an estimated $27.1M sold.
Based on aggregated 13F filings for Q4 2018.