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iShares MSCI World ETF

265 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)

6.02% more ownership

Funds ownership: 36.72%42.74% (+6%)

2% more funds holding

Funds holding: 259265 (+6)

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
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.26%
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
OIA
101
OneDigital Investment Advisors
Kansas
$1.37M +$230K +1,230 +19%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$1.35M +$91.3K +488 +7%
BPA
103
Beacon Pointe Advisors
California
$1.35M +$1.4M +7,476 New
William Blair & Company
104
William Blair & Company
Illinois
$1.34M +$77.7K +415 +6%
RPGK
105
Retirement Planning Group (Kansas)
Kansas
$1.3M -$1.68K -9 -0.1%
SFC
106
SYM Financial Corp
Indiana
$1.27M +$984K +5,259 +291%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$1.25M -$1.39M -7,444 -52%
Squarepoint
108
Squarepoint
New York
$1.23M +$1.28M +6,840 New
LSWM
109
Lorne Steinberg Wealth Management
Canada
$1.2M -$50.9K -272 -4%
CAM
110
Cidel Asset Management
Ontario, Canada
$1.18M -$158K -845 -11%
Mariner
111
Mariner
Kansas
$1.18M -$29.6K -158 -2%
LAM
112
LOM Asset Management
$1.12M +$187K +1,000 +19%
AG
113
AlTi Global
New York
$1.1M
PAS
114
Park Avenue Securities
New York
$1.09M +$327K +1,748 +41%
EDRH
115
Edmond de Rothschild Holding
Switzerland
$1.08M -$25.6K -137 -2%
AFG
116
Atomi Financial Group
New York
$1.07M +$93K +497 +9%
UBP
117
Union Bancaire Privee
Switzerland
$1.01M +$62.7K +335 +5%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$994K +$3.93K +21 +0.4%
SI
119
Schusterman Interests
Oklahoma
$968K
Cerity Partners
120
Cerity Partners
New York
$968K
AWM
121
Avior Wealth Management
Nebraska
$956K -$16.8K -90 -2%
SIM
122
Stratos Investment Management
Ohio
$949K +$70K +374 +8%
PHS
123
Pekin Hardy Strauss
Illinois
$918K -$692K -3,700 -42%
Citigroup
124
Citigroup
New York
$874K +$706K +3,774 +349%
IWP
125
Integrity Wealth Partners
California
$793K +$824K +4,403 New