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
GT
126
Glenmede Trust
Pennsylvania
$730K +$722K +3,927 New
WANY
127
Wealthspire Advisors (New York)
New York
$728K +$9.57K +52 +1%
LAS
128
LWM Advisory Services
Florida
$725K +$121K +659 +20%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$722K +$714K +3,882 +55,457%
EH
130
Equitable Holdings
New York
$722K -$31.6K -172 -4%
WA
131
Waverly Advisors
Alabama
$710K -$4.97K -27 -0.7%
VA
132
Valor Advisors
Florida
$696K +$689K +3,744 New
Truist Financial
133
Truist Financial
North Carolina
$654K +$648K +3,523 New
SWP
134
Sagespring Wealth Partners
Tennessee
$637K +$15.8K +86 +3%
RSWM
135
Robertson Stephens Wealth Management
California
$613K +$4.78K +26 +0.8%
HighTower Advisors
136
HighTower Advisors
Illinois
$606K +$74.7K +406 +14%
UBS AM
137
UBS AM
Illinois
$596K +$590K +3,207 New
KA
138
KDT Advisors
New York
$576K
KeyBank National Association
139
KeyBank National Association
Ohio
$567K
MSFS
140
Main Street Financial Solutions
Pennsylvania
$563K
SG
141
StoneX Group
New York
$554K +$117K +635 +27%
AFA
142
Arlington Financial Advisors
California
$553K
ASN
143
Advisory Services Network
Georgia
$548K -$41.4K -225 -7%
BPAMU
144
BTG Pactual Asset Management US
New York
$546K +$386K +2,097 +143%
CPIG
145
Chicago Partners Investment Group
Illinois
$534K -$37.3K -203 -7%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$512K
AFP
147
Ausdal Financial Partners
Iowa
$495K -$9.38K -51 -2%
JIP
148
Jaffetilchin Investment Partners
Florida
$492K +$3.86K +21 +0.8%
MWM
149
Mission Wealth Management
California
$491K
SG Americas Securities
150
SG Americas Securities
New York
$487K