We are live on ! Find out more
URTH icon

iShares MSCI World ETF

266 hedge funds and large institutions have $2.96B invested in iShares MSCI World ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $2.45B → $2.96B (+$513M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6.03% more ownership

Funds ownership: 36.72%42.75% (+6%)

3% more funds holding

Funds holding: 259266 (+7)

14% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 80

96% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $28.2M

Holders
266
Holders Change
+7
Holders Change %
+2.7%
% of All Funds
3.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
37
Increased
69
Reduced
80
Closed
23
Calls
$1.24M
Puts
$28.2M
Net Calls
-$26.9M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Activest Wealth Management
Florida
$80.4K
CMBA
227
C.M. Bidwell & Associates
Hawaii
$79K
TFGT
228
TS Financial Group (TSFG)
Illinois
$73K
DF
229
Dunhill Financial
United Kingdom
$72K
WTA
230
Washington Trust Advisors
Massachusetts
$70.9K
AC
231
AlphaCore Capital
California
$61K -$138K -736 -68%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$57.3K +$59.5K +318 New
HI
233
Harbour Investments
Wisconsin
$55.8K +$58K +310 New
WB
234
Webster Bank
Connecticut
$54K
CAM
235
Close Asset Management
United Kingdom
$54K
MCM
236
MAI Capital Management
Ohio
$50.6K -$61.4K -328 -54%
EI
237
EFG International
$44.4K -$1.48M -7,924 -97%
PTC
238
Private Trust Company
Ohio
$42.8K
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$41.6K +$38.4K +205 +788%
YDMI
240
Y.D. More Investments
Israel
$38.7K
GEA
241
Glen Eagle Advisors
New Jersey
$36K
AssetMark Inc
242
AssetMark Inc
California
$33.5K +$34.8K +186 New
SS
243
Sunbelt Securities
Texas
$31.1K
AIC
244
Archer Investment Corporation
Indiana
$30.5K
ACA
245
Aptus Capital Advisors
Alabama
$26.5K
AWM
246
Ameliora Wealth Management
Switzerland
$24.5K -$12K -64 -32%
CA
247
Clearstead Advisors
Ohio
$22.5K -$25.6K -137 -52%
IRC
248
Investors Research Corp
Georgia
$21.8K -$24.3K -130 -52%
CFP
249
Comprehensive Financial Planning
Pennsylvania
$19.2K
SPIA
250
Steward Partners Investment Advisory
New York
$18.5K +$5.24K +28 +37%