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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
WA
126
Waverly Advisors
Alabama
$783K +$99K +529 +14%
CI
127
CX Institutional
Indiana
$774K -$2.81K -15 -0.3%
EH
128
Equitable Holdings
New York
$737K +$15.3K +82 +2%
SB
129
Strategic Blueprint
Georgia
$734K
VFA
130
Valeo Financial Advisors
Indiana
$732K
COLIM
131
City of London Investment Management
United Kingdom
$729K +$758K +4,050 New
KPWS
132
Kestra Private Wealth Services
Texas
$728K +$757K +4,042 New
RIS
133
Retirement Income Solutions
Michigan
$717K
WANY
134
Wealthspire Advisors (New York)
New York
$713K +$8.05K +43 +1%
RWA
135
Resolute Wealth Advisor
Ohio
$707K +$735K +3,927 New
GT
136
Glenmede Trust
Pennsylvania
$707K
VA
137
Valor Advisors
Florida
$696K
CIBC World Market
138
CIBC World Market
Ontario, Canada
$695K +$302K +1,612 +72%
SCA
139
Snowden Capital Advisors
New York
$666K -$58.2K -311 -8%
HighTower Advisors
140
HighTower Advisors
Illinois
$655K +$69.8K +373 +11%
JIC
141
Joel Isaacson & Co
New York
$641K -$99K -529 -13%
Belvedere Trading
142
Belvedere Trading
Illinois
$639K +$664K +3,547 New
MWM
143
Modern Wealth Management
Kansas
$611K +$629K +3,359 New
RSWM
144
Robertson Stephens Wealth Management
California
$594K +$187 +1 +0%
SWP
145
Sagespring Wealth Partners
Tennessee
$583K -$35K -187 -5%
CPIG
146
Chicago Partners Investment Group
Illinois
$567K +$15.3K +82 +3%
KA
147
KDT Advisors
New York
$558K
GP
148
Guardian Partners
Canada
$553K +$54.8K +293 New
KeyBank National Association
149
KeyBank National Association
Ohio
$549K
ASN
150
Advisory Services Network
Georgia
$544K +$13.1K +70 +2%