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iShares MSCI World ETF

170 hedge funds and large institutions have $1.25B invested in iShares MSCI World ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

74% more capital invested

Capital invested by funds: $719M → $1.25B (+$529M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

23% more funds holding

Funds holding: 138170 (+32)

7.54% more ownership

Funds ownership: 38.72%46.26% (+7.5%)

Holders
170
Holders Change
+32
Holders Change %
+23.19%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
48
Increased
54
Reduced
38
Closed
13
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$471K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$145M -$10.1M -93,296 -7%
MWM
2
Moran Wealth Management
Florida
$94.3M +$93.7M +863,301 New
BP
3
BBR Partners
New York
$85.7M +$82.5M +760,504 +3,238%
Bank of America
4
Bank of America
North Carolina
$84.1M +$44.6M +410,940 +114%
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$81.4M +$18.4M +169,234 +29%
BCIM
6
British Columbia Investment Management
British Columbia, Canada
$78.7M +$78.2M +720,160 New
TAMH
7
Taikang Asset Management (HK)
Hong Kong
$73.9M +$9.4M +86,610 New
Goldman Sachs
8
Goldman Sachs
New York
$66.6M +$60.7M +559,579 +1,123%
PP
9
Prudential plc
United Kingdom
$49.2M -$511K -4,710 -1%
UBS Group
10
UBS Group
Switzerland
$44.6M +$6.88M +63,417 +18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$43.9M +$19.7M +181,319 +82%
Jane Street
12
Jane Street
New York
$31.3M -$41.2M -379,451 -57%
Morgan Stanley
13
Morgan Stanley
New York
$24.8M +$12.1M +111,233 +96%
B
14
Barings
North Carolina
$23.1M +$8.42M +77,590 +58%
Bank Julius Baer & Co
15
Bank Julius Baer & Co
Switzerland
$22.6M -$2.39M -22,054 -10%
BS
16
Banco Santander
Spain
$20.6M +$9.19M +84,692 +82%
JP Morgan Chase
17
JP Morgan Chase
New York
$20.6M +$3.33M +30,691 +19%
CI
18
CX Institutional
Indiana
$18.3M -$3.24M -29,892 -15%
Principal Financial Group
19
Principal Financial Group
Iowa
$17.6M -$5.83M -53,735 -25%
AWM
20
Angeles Wealth Management
California
$16.8M +$5.23M +48,210 +46%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$15.1M +$3.74M +34,500 +33%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$9.34M
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$7.97M +$7.92M +72,941 New
BWM
24
BerganKDV Wealth Management
Minnesota
$7.53M +$7.48M +68,955 New
BFG
25
Bleakley Financial Group
New Jersey
$7.29M +$7.24M +66,725 New

URTH Hedge Fund Activity: Q4 2022 in Review

170 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2022, worth a combined $1.25B — up 74% from $719M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new URTH positions and 13 closed out — a net gain of 35 holders — while 54 added to existing stakes and 38 trimmed.

The largest buyer was BBR Partners, adding an estimated $82.5M. The largest seller was Jane Street, cutting an estimated $41.2M.

  • 170 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2022, up from 138 in Q3 2022.
  • Funds reported $1.25B of iShares MSCI World ETF stock for Q4 2022, up 74% quarter-over-quarter.
  • 48 funds opened new iShares MSCI World ETF positions in Q4 2022 and 13 closed out, a net change of +35 holders.
  • The largest iShares MSCI World ETF buyer in Q4 2022 was BBR Partners, an estimated $82.5M added.
  • The largest iShares MSCI World ETF seller in Q4 2022 was Jane Street, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2022.