We are live on ! Find out more
URTH icon

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
AWM
26
Angeles Wealth Management
California
$22.7M +$617K +3,356 +3%
PI
27
PineBridge Investments
New York
$22.1M +$818K +4,445 +4%
APSPRSPT
28
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$22M +$175K +953 +0.8%
EPIME
29
Evelyn Partners Investment Management (Europe)
$19.3M +$259K +1,408 +1%
GKWIM
30
Gerber Kawasaki Wealth & Investment Management
California
$19.2M +$421K +2,289 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$16.3M +$2.15M +11,679 +15%
Brown Advisory
32
Brown Advisory
Maryland
$15.9M -$2.28M -12,382 -13%
ELI
33
Empire Life Investments
Ontario, Canada
$15.4M +$974K +5,293 +7%
Lido Advisors
34
Lido Advisors
California
$13.5M -$147K -797 -1%
Bank Julius Baer & Co
35
Bank Julius Baer & Co
Switzerland
$13M -$1.52M -8,260 -11%
Wells Fargo
36
Wells Fargo
California
$11.9M +$6.22M +33,806 +111%
IMC
37
Inherent Management Corp
New York
$11.3M
CLOS
38
Compagnie Lombard Odier SCmA
Switzerland
$10.7M +$1.75M +9,512 +20%
Prudential Financial
39
Prudential Financial
New Jersey
$10.6M +$791K +4,300 +8%
BFG
40
Bleakley Financial Group
New Jersey
$10.3M -$366K -1,987 -3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$2.29M +12,463 +29%
IFPL
42
Investments & Financial Planning LLC
Kentucky
$10.1M -$111K -603 -1%
RMS
43
Retirement Management Systems
Maryland
$9.71M +$9.61M +52,265 New
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$9.16M -$9.23M -50,190 -51%
MML Investors Services
45
MML Investors Services
Massachusetts
$9.16M +$8.35M +45,384 +1,150%
State Street
46
State Street
Massachusetts
$9M +$8.91M +48,460 New
FEM
47
Fulcrum Equity Management
Texas
$8.58M
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$7.38M +$804K +4,372 +12%
KGP
49
Keystone Global Partners
Colorado
$6.11M +$2.09M +11,347 +53%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$5.63M