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iShares MSCI World ETF

259 hedge funds and large institutions have $2.45B invested in iShares MSCI World ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

45% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 65

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

7% more funds holding

Funds holding: 241259 (+18)

2% more capital invested

Capital invested by funds: $2.39B → $2.45B (+$57.3M)

3.91% less ownership

Funds ownership: 40.62%36.72% (-3.9%)

Holders
259
Holders Change
+18
Holders Change %
+7.47%
% of All Funds
3.15%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
40
Increased
94
Reduced
65
Closed
19
Calls
$855K
Puts
Net Calls
+$855K
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
226
Dunhill Financial
United Kingdom
$74.3K
WTA
227
Washington Trust Advisors
Massachusetts
$73.2K +$184 +1 +0.3%
CAM
228
Close Asset Management
United Kingdom
$56K
WB
229
Webster Bank
Connecticut
$55.7K
CA
230
Clearstead Advisors
Ohio
$48.7K
IRC
231
Investors Research Corp
Georgia
$46.6K
PTC
232
Private Trust Company
Ohio
$44.2K
YDMI
233
Y.D. More Investments
Israel
$39.9K
TAS
234
TIFF Advisory Services
Pennsylvania
$37.5K +$37.2K +202 New
AWM
235
Ameliora Wealth Management
Switzerland
$37.2K
GEA
236
Glen Eagle Advisors
New Jersey
$37.2K
SS
237
Sunbelt Securities
Texas
$32.1K
AIC
238
Archer Investment Corporation
Indiana
$31.5K -$57.8K -314 -65%
ACA
239
Aptus Capital Advisors
Alabama
$27.3K
CFP
240
Comprehensive Financial Planning
Pennsylvania
$19.9K +$19.5K +106 New
PP
241
Paladin Partners
Wisconsin
$18.6K +$18.4K +100 New
SPIA
242
Steward Partners Investment Advisory
New York
$13.9K
S
243
SignatureFD
Georgia
$13.7K
WIM
244
Westside Investment Management
California
$11.2K
FMP
245
Financial Management Professionals
Texas
$9.66K
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$9.29K
NS
247
NBC Securities
Alabama
$8.17K +$8.09K +44 New
SHIM
248
Stone House Investment Management
Pennsylvania
$7.25K
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$4.83K -$368 -2 -7%
LFG
250
Larson Financial Group
Missouri
$4.72K +$4.6K +25 New