iShares MSCI World ETF
URTH
174 hedge funds and large institutions have $1.27B invested in iShares MSCI World ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
18% more capital invested
Capital invested by funds: $1.08B → $1.27B (+$193M)
10% more funds holding
Funds holding: 158 → 174 (+16)
10% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 52
0.2% more ownership
Funds ownership: 41.71% → 41.92% (+0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$29M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.8M |
| 5 |
BP
BBR Partners
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$32.7M |
| 2 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$28M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$18.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$9.54M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$8.52M |
URTH Hedge Fund Activity: Q4 2023 in Review
174 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2023, worth a combined $1.27B — up 18% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new URTH positions and 15 closed out — a net gain of 18 holders — while 57 added to existing stakes and 52 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.8M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $32.7M sold.
- 174 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2023, up from 158 in Q3 2023.
- Funds reported $1.27B of iShares MSCI World ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 33 funds opened new iShares MSCI World ETF positions in Q4 2023 and 15 closed out, a net change of +18 holders.
- The largest iShares MSCI World ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.8M added.
- The largest iShares MSCI World ETF seller in Q4 2023 was Flow Traders U.S., an estimated $32.7M sold.
Based on aggregated 13F filings for Q4 2023.