iShares MSCI World ETF
URTH
137 hedge funds and large institutions have $873M invested in iShares MSCI World ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 8 closing their positions.
375% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 8
81% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 26
34% more capital invested
Capital invested by funds: $650M → $873M (+$223M)
28% more funds holding
Funds holding: 107 → 137 (+30)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.81% less ownership
Funds ownership: 43.2% → 41.38% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$59.5M |
| 2 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$31.4M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$29.2M |
| 4 |
Morgan Stanley
New York
|
+$24.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.2M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$12.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.9M |
| 4 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$9.6M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$5.31M |
URTH Hedge Fund Activity: Q4 2021 in Review
137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2021, worth a combined $873M — up 34% from $650M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new URTH positions and 8 closed out — a net gain of 30 holders — while 47 added to existing stakes and 26 trimmed.
The largest buyer was Bank of America, adding an estimated $59.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $16.2M sold.
- 137 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2021, up from 107 in Q3 2021.
- Funds reported $873M of iShares MSCI World ETF stock for Q4 2021, up 34% quarter-over-quarter.
- 38 funds opened new iShares MSCI World ETF positions in Q4 2021 and 8 closed out, a net change of +30 holders.
- The largest iShares MSCI World ETF buyer in Q4 2021 was Bank of America, an estimated $59.5M added.
- The largest iShares MSCI World ETF seller in Q4 2021 was Wellington Management Group, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2021.