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iShares MSCI World ETF

215 hedge funds and large institutions have $1.47B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $1.42B → $1.47B (+$46.8M)

2% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 55

Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$260K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$277K
CCWM
152
Cassaday & Co Wealth Management
Virginia
$274K
WT
153
Whittier Trust
California
$272K
FPAS
154
Focus Partners Advisor Solutions
Missouri
$253K
BIG
155
Brookwood Investment Group
Arizona
$253K
SB
156
Strategic Blueprint
Georgia
$248K
HGWM
157
Horst & Graben Wealth Management
Oregon
$247K
GJIA
158
Glass Jacobson Investment Advisors
Maryland
$242K
WFS
159
WealthGarden F.S.
California
$240K
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$230K
CIA
161
Compass Ion Advisors
Pennsylvania
$229K
BPAMU
162
BTG Pactual Asset Management US
New York
$225K
JFG
163
JDM Financial Group
Texas
$223K
HIW
164
Holos Integrated Wealth
Pennsylvania
$220K
TSS
165
Two Sigma Securities
New York
$220K
SEIA
166
Signature Estate & Investment Advisors
California
$201K
MIFH
167
Migdal Insurance & Financial Holdings
Israel
$199K
JSAM
168
J. Safra Asset Management
New York
$195K
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$190K
FWP
170
FAS Wealth Partners
Kansas
$161K
EWA
171
EP Wealth Advisors
California
$138K
JEST
172
JTC Employer Solutions Trustee
Jersey
$134K
UBP
173
Union Bancaire Privee
Switzerland
$130K
SFC
174
SYM Financial Corp
Indiana
$122K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$108K