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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$377M +$55.5M +301,540 +17%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$200M -$66.3M -360,333 -25%
Morgan Stanley
3
Morgan Stanley
New York
$130M -$19M -103,500 -13%
Bank of America
4
Bank of America
North Carolina
$105M +$38.2M +207,424 +58%
Goldman Sachs
5
Goldman Sachs
New York
$101M -$5.13M -27,897 -5%
SMDAM
6
Sumitomo Mitsui DS Asset Management
Japan
$91.3M -$8.84M -48,074 -9%
PP
7
Prudential plc
United Kingdom
$86.5M -$9.58M -52,100 -10%
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$72.7M +$51.7M +281,273 +255%
OWP
9
Obermeyer Wealth Partners
Colorado
$65.6M +$274K +1,491 +0.4%
NPT
10
National Philanthropic Trust
Pennsylvania
$64M +$2.34M +12,732 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$59.1M +$36.6M +198,918 +167%
BS
12
Banco Santander
Spain
$56.8M +$12.8M +69,403 +29%
B
13
Barings
North Carolina
$53.7M -$4.08M -22,190 -7%
EK
14
Evensky & Katz
Florida
$53.6M -$102K -552 -0.2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$51.3M +$2.43M +13,195 +5%
JP Morgan Chase
16
JP Morgan Chase
New York
$48.5M +$6.05M +32,893 +14%
LPL Financial
17
LPL Financial
California
$43.4M +$5.36M +29,145 +14%
BlackRock
18
BlackRock
New York
$40.9M +$3.23M +17,547 +9%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$40.8M +$9.35M +50,814 +30%
SPFSPD
20
Sava Pension Fund (Sava Penzisko Drushtvo)
$37.6M
UBS Group
21
UBS Group
Switzerland
$33.6M +$4.1M +22,279 +14%
Principal Financial Group
22
Principal Financial Group
Iowa
$29.8M -$5.7M -31,008 -16%
Raymond James Financial
23
Raymond James Financial
Florida
$26.7M +$3.26M +17,738 +14%
GH
24
GAM Holding
Switzerland
$25.5M +$44.3K +241 +0.2%
LLI
25
LTS Liquid Investments
$23.5M +$23.3M +126,564 New