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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
P
176
&Partners
Tennessee
$354K +$350K +1,905 New
CCWM
177
Cassaday & Co Wealth Management
Virginia
$354K +$37.9K +206 +12%
MCM
178
MidAtlantic Capital Management
Virginia
$353K -$836K -4,542 -70%
KAS
179
Kestra Advisory Services
Texas
$344K +$341K +1,853 New
BHCM
180
Brevan Howard Capital Management
Jersey
$338K +$53.9K +293 +19%
SFC
181
SYM Financial Corp
Indiana
$336K +$48.6K +264 +17%
AI
182
Atria Investments
North Carolina
$331K -$90.1K -490 -22%
UWS
183
Unique Wealth Strategies
Illinois
$326K -$20.6K -112 -6%
WT
184
Whittier Trust
California
$324K
WFS
185
WealthGarden F.S.
California
$318K -$4.97K -27 -2%
EWA
186
EP Wealth Advisors
California
$308K +$305K +1,656 New
FPAS
187
Focus Partners Advisor Solutions
Missouri
$307K +$304K +1,650 New
MG
188
Montaka Global
$302K +$299K +1,628 New
HGWM
189
Horst & Graben Wealth Management
Oregon
$300K
FHC
190
First Heartland Consultants
Missouri
$298K -$25.9K -141 -8%
IFG
191
Independent Financial Group
California
$295K +$2.39K +13 +0.8%
Comerica Bank
192
Comerica Bank
Texas
$293K +$238K +1,295 +461%
MFG
193
Magnus Financial Group
New York
$284K -$12.5K -68 -4%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$280K -$914K -4,970 -77%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$279K
SF
196
Summit Financial
New Jersey
$272K +$1.1K +6 +0.4%
JFG
197
JDM Financial Group
Texas
$271K
SEIA
198
Signature Estate & Investment Advisors
California
$259K +$2.02K +11 +0.8%
CL
199
Choreo LLC
Illinois
$256K -$177K -962 -41%
EPW
200
Elevated Private Wealth
Wisconsin
$252K +$250K +1,358 New