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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
Corient Private Wealth
151
Corient Private Wealth
Florida
$484K +$240K +1,304 +100%
MSAGDF
152
Moneda SA Administradora General de Fondos
Chile
$479K +$474K +2,579 New
PWM
153
Perigon Wealth Management
California
$476K +$368 +2 +0.1%
LCAM
154
London & Capital Asset Management
United Kingdom
$472K +$467K +2,540 New
AFO
155
Allie Family Office
Florida
$460K
AIA
156
Arbor Investment Advisors
North Carolina
$460K +$3.31K +18 +0.7%
EPW
157
Evolve Private Wealth
California
$450K +$446K +2,422 New
PCS
158
Personal CFO Solutions
New Jersey
$449K +$445K +2,418 New
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$448K -$6.99K -38 -2%
IC
160
IEQ Capital
California
$439K -$99K -538 -19%
RCAG
161
Rehmann Capital Advisory Group
Michigan
$432K -$4.05K -22 -0.9%
GS
162
GTS Securities
New York
$425K +$208K +1,131 +98%
AA
163
Auxano Advisors
Washington
$422K +$135K +732 +48%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$418K +$4.6K +25 +1%
US Bancorp
165
US Bancorp
Minnesota
$413K +$187K +1,017 +84%
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$406K +$395K +2,146 New
BFS
167
BridgePort Financial Solutions
Iowa
$402K +$3.31K +18 +0.8%
Tudor Investment Corp
168
Tudor Investment Corp
Connecticut
$390K +$386K +2,098 New
BFA
169
Beaumont Financial Advisors
Massachusetts
$385K -$7.36K -40 -2%
BI
170
BFI Infinity
Switzerland
$382K +$378K +2,056 New
AF
171
Allworth Financial
California
$378K +$2.02K +11 +0.5%
SAM
172
Smartleaf Asset Management
Massachusetts
$368K -$54.5K -296 -13%
QCM
173
QRG Capital Management
Illinois
$368K +$364K +1,978 New
AIS
174
Advocate Investing Services
Maryland
$364K +$361K +1,960 New
BWM
175
BlackDiamond Wealth Management
New York
$354K +$106K +578 +46%