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iShares Low Carbon Optimized MSCI ACWI ETF

128 hedge funds and large institutions have $604M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

0.74% more ownership

Funds ownership: 60.81%61.55% (+0.74%)

0% more capital invested

Capital invested by funds: $603M → $604M (+$709K)

0% more funds holding

Funds holding: 128128 (0)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
34
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UOMF
26
University of Maryland Foundation
Maryland
$2.23M
GAM
27
Gould Asset Management
California
$1.94M -$161K -690 -7%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$1.75M +$272K +1,166 +17%
GI
29
Gradient Investments
Minnesota
$1.75M -$25.2K -108 -1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.72M -$374K -1,607 -17%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.67M +$342K +1,469 +24%
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.64M
AFG
33
Albion Financial Group
Utah
$1.63M +$8.15K +35 +0.5%
Creative Planning
34
Creative Planning
Kansas
$1.61M -$353K -1,517 -17%
CPCM
35
Cardinal Point Capital Management
Ontario, Canada
$1.53M -$30.3K -130 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.27M +$167K +719 +14%
BDFN
37
Bond & Devick Financial Network
Minnesota
$1.17M +$24.9K +107 +2%
SPIA
38
Steward Partners Investment Advisory
New York
$1.15M +$4.66K +20 +0.4%
Northern Trust
39
Northern Trust
Illinois
$1.11M
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.11M +$63.6K +273 +6%
UBS AM
41
UBS AM
Illinois
$1.09M +$837K +3,594 +276%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$972K +$8.15K +35 +0.8%
Raymond James Financial
43
Raymond James Financial
Florida
$943K -$1.02M -4,368 -51%
WP
44
Westmount Partners
California
$920K -$18.9K -81 -2%
AIA
45
Ally Invest Advisors
North Carolina
$878K +$51.7K +222 +6%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$870K -$17.7K -76 -2%
PSA
47
Plum Street Advisors
Louisiana
$855K -$206K -886 -19%
ECM
48
Evergreen Capital Management
Washington
$795K
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$794K +$24.2K +104 +3%
NBWM
50
North Berkeley Wealth Management
California
$747K -$6.75K -29 -0.9%