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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
FEM
51
Fulcrum Equity Management
Texas
$8.32M
Lido Advisors
52
Lido Advisors
California
$8.29M -$5.12M -27,346 -37%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$7.74M +$2.38M +12,691 +42%
BPC
54
Banque Pictet & Cie
Switzerland
$6.28M +$1.6M +8,535 +32%
BRWA
55
B. Riley Wealth Advisors
Florida
$6.25M +$6.68M +35,701 New
Barclays
56
Barclays
United Kingdom
$5.89M +$6.13M +32,730 New
DS
57
DRW Securities
Illinois
$5.67M +$5.9M +31,522 New
IC
58
Iconiq Capital
California
$5.24M
EPAM
59
Evelyn Partners Asset Management
$5.19M +$12.2K +65 +0.2%
NA
60
NewEdge Advisors
Louisiana
$5.12M +$107K +571 +2%
TWC
61
TD Waterhouse Canada
Ontario, Canada
$5.08M -$170K -909 -3%
Ameriprise
62
Ameriprise
Minnesota
$4.91M -$21.7K -116 -0.4%
LC
63
Lavelle Capital
California
$4.62M +$4.81M +25,688 New
HF
64
HRT Financial
New York
$4.62M +$4.8M +25,638 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$4.59M -$33.5K -179 -0.7%
PCIG
66
Partners Capital Investment Group
Massachusetts
$4.58M -$185K -990 -4%
PIMJS
67
PKO Investment Management Joint-Stock
Poland
$4.46M
MML Investors Services
68
MML Investors Services
Massachusetts
$4.37M -$4.69M -25,077 -51%
MC
69
Mount Capital
United Kingdom
$4.27M
BP
70
BBR Partners
New York
$3.86M -$191K -1,018 -5%
BWA
71
Beam Wealth Advisors
Louisiana
$3.79M -$280K -1,497 -7%
SFA
72
Sequoia Financial Advisors
Ohio
$3.72M -$235K -1,256 -6%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$3.41M
WA
74
WBH Advisory
Maryland
$3.28M -$21.9K -117 -0.6%
FIS
75
Fischer Investment Strategies
California
$3.24M -$1.12M -6,006 -25%