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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
PS
201
Principal Securities
Iowa
$251K +$41.6K +226 +20%
AL
202
Aspiriant LLC
California
$241K +$239K +1,297 New
HIW
203
Holos Integrated Wealth
Pennsylvania
$239K -$368 -2 -0.2%
JSAM
204
J. Safra Asset Management
New York
$237K
DA
205
Dash Acquisitions
California
$227K -$2.27M -12,326 -91%
Russell Investments Group
206
Russell Investments Group
United Kingdom
$224K -$118K -644 -35%
SA
207
Sovran Advisors
California
$220K +$213K +1,160 New
AFG
208
Allegheny Financial Group
Pennsylvania
$214K
CIA
209
Compass Ion Advisors
Pennsylvania
$213K +$552 +3 +0.3%
Citigroup
210
Citigroup
New York
$201K +$53.9K +293 +37%
Financial Engines Advisors
211
Financial Engines Advisors
California
$201K -$31.3K -170 -14%
AC
212
AlphaCore Capital
California
$200K +$135K +736 +217%
FWP
213
FAS Wealth Partners
Kansas
$198K +$1.47K +8 +0.8%
GWM
214
Geneos Wealth Management
Colorado
$188K +$368 +2 +0.2%
JEST
215
JTC Employer Solutions Trustee
Jersey
$163K
Simplex Trading
216
Simplex Trading
Illinois
$137K +$69.2K +376 +103%
GWP
217
Gen-Wealth Partners
Michigan
$115K
CF
218
Centaurus Financial
California
$114K -$3.68K -20 -3%
MCM
219
MAI Capital Management
Ohio
$113K +$61.4K +334 +121%
WP
220
WealthShield Partners
North Carolina
$111K
LFASL
221
Lugano Financial Advisors SA (LFA)
Switzerland
$111K
AWM
222
Activest Wealth Management
Florida
$83K +$736 +4 +0.9%
CMBA
223
C.M. Bidwell & Associates
Hawaii
$81.6K +$552 +3 +0.7%
FFA
224
Farther Finance Advisors
California
$79.5K +$78.7K +428 New
TFGT
225
TS Financial Group (TSFG)
Illinois
$75K