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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
RG
201
Rathbones Group
United Kingdom
$225K +$234K +1,248 New
KAS
202
Kestra Advisory Services
Texas
$222K -$116K -619 -33%
PCG
203
Prosperity Consulting Group
Maryland
$219K +$228K +1,218 New
SEIA
204
Signature Estate & Investment Advisors
California
$218K -$34.8K -186 -13%
Corient Private Wealth
205
Corient Private Wealth
Florida
$213K -$267K -1,424 -55%
PS
206
Principal Securities
Iowa
$212K -$32.8K -175 -13%
AL
207
Aspiriant LLC
California
$212K -$22.6K -121 -9%
AFG
208
Allegheny Financial Group
Pennsylvania
$208K
Creative Planning
209
Creative Planning
Kansas
$207K +$216K +1,152 New
CIA
210
Compass Ion Advisors
Pennsylvania
$207K
PWM
211
Paulson Wealth Management
Illinois
$203K +$211K +1,125 New
HIW
212
Holos Integrated Wealth
Pennsylvania
$202K -$32.9K -176 -14%
RMS
213
Retirement Management Systems
Maryland
$201K -$9.57M -51,148 -98%
FWP
214
FAS Wealth Partners
Kansas
$192K
FFG
215
Forum Finance Group
$191K +$245K +1,309 New
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$191K -$529K -2,829 -73%
US Bancorp
217
US Bancorp
Minnesota
$189K -$219K -1,172 -53%
GWM
218
Geneos Wealth Management
Colorado
$183K
JEST
219
JTC Employer Solutions Trustee
Jersey
$158K
LFASL
220
Lugano Financial Advisors SA (LFA)
Switzerland
$130K +$23.2K +124 +21%
GWP
221
Gen-Wealth Partners
Michigan
$111K
CF
222
Centaurus Financial
California
$111K
WP
223
WealthShield Partners
North Carolina
$108K
Russell Investments Group
224
Russell Investments Group
United Kingdom
$92.6K -$130K -693 -57%
AWM
225
Activest Wealth Management
Florida
$80.4K