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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
LSWM
101
Lorne Steinberg Wealth Management
Canada
$1.28M +$261K +1,417 +26%
Mariner
102
Mariner
Kansas
$1.24M -$288K -1,567 -19%
OIA
103
OneDigital Investment Advisors
Kansas
$1.18M +$139K +758 +14%
EDRH
104
Edmond de Rothschild Holding
Switzerland
$1.15M +$53.2K +289 +5%
AG
105
AlTi Global
New York
$1.14M +$10.9K +59 +1%
RYIA
106
Roehl & Yi Investment Advisors
Oregon
$1.06M +$1.05M +5,703 New
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$1.04M -$4.45M -24,167 -81%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$1.02M +$166K +900 +20%
SI
109
Seeds Investor
New York
$1.02M -$16.6K -90 -2%
AFG
110
Atomi Financial Group
New York
$1.02M -$299K -1,623 -23%
MG
111
Marex Group
$1.01M -$1.89M -10,261 -65%
UBP
112
Union Bancaire Privee
Switzerland
$1.01M -$310K -1,684 -21%
AWM
113
Avior Wealth Management
Nebraska
$1M -$33.9K -184 -3%
SI
114
Schusterman Interests
Oklahoma
$999K +$989K +5,375 New
Cerity Partners
115
Cerity Partners
New York
$998K +$184 +1 +0%
LAM
116
LOM Asset Management
$973K -$34K -185 -3%
SIM
117
Stratos Investment Management
Ohio
$910K -$7.91K -43 -0.9%
CI
118
CX Institutional
Indiana
$801K -$107K -579 -12%
PAS
119
Park Avenue Securities
New York
$800K +$53.5K +291 +7%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$777K +$769K +4,181 New
JIC
121
Joel Isaacson & Co
New York
$760K
SB
122
Strategic Blueprint
Georgia
$758K
VFA
123
Valeo Financial Advisors
Indiana
$756K -$5.52K -30 -0.7%
SCA
124
Snowden Capital Advisors
New York
$745K +$57.2K +311 +8%
RIS
125
Retirement Income Solutions
Michigan
$740K