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iShares Low Carbon Optimized MSCI ACWI ETF

136 hedge funds and large institutions have $582M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.54M
2 +$1.67M
3 +$1.57M
4
Betterment LLC
Betterment LLC
New York
+$1.5M
5
A
Allianz
Germany
+$794K

Top Sellers

1 -$3.21M
2 -$2.56M
3 -$2.52M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$895K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$1.92M
VHAM
27
Van Hulzen Asset Management
California
$1.91M
Creative Planning
28
Creative Planning
Kansas
$1.9M
AFG
29
Albion Financial Group
Utah
$1.8M
GI
30
Gradient Investments
Minnesota
$1.71M
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.67M
CPCM
32
Cardinal Point Capital Management
Ontario, Canada
$1.6M
Jones Financial Companies
33
Jones Financial Companies
Missouri
$1.45M
Osaic Holdings
34
Osaic Holdings
Arizona
$1.27M
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.21M
BDFN
36
Bond & Devick Financial Network
Minnesota
$1.17M
SPIA
37
Steward Partners Investment Advisory
New York
$1.17M
HighTower Advisors
38
HighTower Advisors
Illinois
$1.15M
Northern Trust
39
Northern Trust
Illinois
$1.13M
PSA
40
Plum Street Advisors
Louisiana
$1.11M
LRWA
41
Long Run Wealth Advisors
New York
$1.03M
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.01M
WP
43
Westmount Partners
California
$927K
Raymond James Financial
44
Raymond James Financial
Florida
$922K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$857K
AIA
46
Ally Invest Advisors
North Carolina
$840K
ECM
47
Evergreen Capital Management
Washington
$809K
NBWM
48
North Berkeley Wealth Management
California
$808K
MMA
49
Miracle Mile Advisors
California
$788K
RWM
50
Ritholtz Wealth Management
New York
$763K