The cluster shows concentrated buying by active managers, but the 45-day reporting lag means positions may have shifted. Monitor next 13F for continuation or reversal of this trend.
Executive Summary
Five institutional asset managers increased their URTH positions in Q3 2026, adding a net $14.6M, while one seller trimmed $118K. The cluster is dominated by active managers, suggesting a shared bullish thesis on the iShares MSCI World ETF, likely tied to global equity exposure or sector rotation.
Key Financial Metrics
Institutional Positions
Net institutional flow: $14.5M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Mirae Asset Global Investments Co. | ADD | +50.6% | $36.0M | $12.5M |
| Vontobel Holding | ADD | +30.8% | $2.8M | $690.0K |
| Meitav Investment House | ADD | +79.4% | $2.3M | $1.0M |
| Wealth Enhancement Advisory Services | ADD | +99.8% | $735.0K | $373.0K |
| Assetmark | ADD | +25.8% | $50.0K | $11.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | TRIM | -28% | $442.0K | -$118.0K |
Key Facts
- 5 institutional buyers added $14.6M in net new value, with aggregate holdings of $41.8M
- 1 seller trimmed $118K, a negligible offset
- Largest buyer: Mirae Asset Global Investments added $12.5M (+50.6% shares)
- All buyers are active asset managers, no passive/index funds in the cluster
- No open-market insider buying corroborates the institutional signal (confluence score 25/100)
Financial Impact
Net institutional buying of $14.6M across 5 funds, with total buyer holdings of $41.8M. Selling was minimal at $118K.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate the institutional thesis
- URTH is an ETF; institutional flows may reflect passive allocation rather than active conviction
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-URTH-2026-Q3 |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers