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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
AIS
176
Advocate Investing Services
Maryland
$353K
BWM
177
BlackDiamond Wealth Management
New York
$345K +$13.3K +71 +4%
MCM
178
MidAtlantic Capital Management
Virginia
$342K
CCWM
179
Cassaday & Co Wealth Management
Virginia
$338K -$5.24K -28 -1%
EPW
180
Evolve Private Wealth
California
$336K -$104K -555 -23%
SI
181
Seeds Investor
New York
$330K -$704K -3,763 -69%
SAM
182
Smartleaf Asset Management
Massachusetts
$328K -$17.2K -92 -5%
BI
183
BFI Infinity
Switzerland
$322K -$49.6K -265 -13%
HGWM
184
Horst & Graben Wealth Management
Oregon
$315K
WT
185
Whittier Trust
California
$312K
WFS
186
WealthGarden F.S.
California
$299K -$2.43K -13 -0.8%
EWA
187
EP Wealth Advisors
California
$298K
MG
188
Montaka Global
$293K
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$289K +$18K +96 +6%
P
190
&Partners
Tennessee
$288K -$57.5K -307 -16%
IFG
191
Independent Financial Group
California
$286K
SA
192
Sovran Advisors
California
$281K +$50.5K +270 +23%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$270K
SF
194
Summit Financial
New Jersey
$262K -$936 -5 -0.3%
JFG
195
JDM Financial Group
Texas
$262K
NBWM
196
North Berkeley Wealth Management
California
$251K +$261K +1,395 New
CL
197
Choreo LLC
Illinois
$240K -$6.55K -35 -3%
DA
198
Dash Acquisitions
California
$234K -$1.12K -6 -0.5%
CWL
199
Causey Wealth LLC
Colorado
$231K +$241K +1,285 New
JSAM
200
J. Safra Asset Management
New York
$229K