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iShares Low Carbon Optimized MSCI ACWI ETF

137 hedge funds and large institutions have $554M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

11% more capital invested

Capital invested by funds: $498M → $554M (+$56.1M)

10% more funds holding

Funds holding: 124137 (+13)

1.89% more ownership

Funds ownership: 52.63%54.52% (+1.9%)

Holders
137
Holders Change
+13
Holders Change %
+10.48%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
47
Reduced
42
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UOMF
26
University of Maryland Foundation
Maryland
$2.12M
GAM
27
Gould Asset Management
California
$2.07M -$34.5K -175 -2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.97M -$66.2K -336 -3%
VHAM
29
Van Hulzen Asset Management
California
$1.89M -$185K -941 -10%
Creative Planning
30
Creative Planning
Kansas
$1.79M +$21.3K +108 +1%
AFG
31
Albion Financial Group
Utah
$1.67M +$8.87K +45 +0.6%
GI
32
Gradient Investments
Minnesota
$1.62M -$330K -1,674 -18%
MMA
33
Miracle Mile Advisors
California
$1.48M +$759K +3,851 +122%
CPCM
34
Cardinal Point Capital Management
Ontario, Canada
$1.46M -$23.6K -120 -2%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$1.27M +$222K +1,127 +23%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.27M +$173K +880 +17%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$1.15M +$222K +1,127 +26%
BDFN
38
Bond & Devick Financial Network
Minnesota
$1.14M +$22.5K +114 +2%
SPIA
39
Steward Partners Investment Advisory
New York
$1.09M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.09M +$70.2K +356 +7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.07M -$3.88M -19,669 -79%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.07M -$82.6K -419 -8%
Northern Trust
43
Northern Trust
Illinois
$1.06M -$12K -61 -1%
PSA
44
Plum Street Advisors
Louisiana
$1.06M -$28.6K -145 -3%
Citadel Advisors
45
Citadel Advisors
Florida
$1.01M -$2.71M -13,769 -74%
LRWA
46
Long Run Wealth Advisors
New York
$1.01M -$46.5K -236 -5%
Raymond James Financial
47
Raymond James Financial
Florida
$909K +$168K +852 +25%
NBWM
48
North Berkeley Wealth Management
California
$881K +$222K +1,125 +37%
WP
49
Westmount Partners
California
$824K +$7.29K +37 +1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$791K -$89.3K -453 -11%

CRBN Hedge Fund Activity: Q2 2025 in Review

137 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2025, worth a combined $554M — up 11% from $498M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CRBN positions and 4 closed out — a net gain of 15 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.87M. The largest seller was Cetera Investment Advisers, cutting an estimated $3.88M.

  • 137 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2025, up from 124 in Q1 2025.
  • Funds reported $554M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 19 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2025 and 4 closed out, a net change of +15 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2025 was Wells Fargo, an estimated $3.87M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2025 was Cetera Investment Advisers, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2025.