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iShares Low Carbon Optimized MSCI ACWI ETF

138 hedge funds and large institutions have $588M 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, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

6% more capital invested

Capital invested by funds: $554M → $588M (+$33.5M)

2.42% more ownership

Funds ownership: 54.52%56.93% (+2.4%)

1% more funds holding

Funds holding: 137138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
29
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.07M -$2.42M -11,100 -55%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$1.92M -$183K -839 -9%
VHAM
28
Van Hulzen Asset Management
California
$1.91M -$109K -502 -6%
Creative Planning
29
Creative Planning
Kansas
$1.9M -$21.4K -98 -1%
AFG
30
Albion Financial Group
Utah
$1.8M +$17.2K +79 +1%
GI
31
Gradient Investments
Minnesota
$1.71M -$25.7K -118 -2%
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.67M +$1.6M +7,344 New
CPCM
33
Cardinal Point Capital Management
Ontario, Canada
$1.6M +$38.6K +177 +3%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.45M +$220K +1,007 +18%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.27M -$49.1K -225 -4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.21M +$35.1K +161 +3%
BDFN
37
Bond & Devick Financial Network
Minnesota
$1.17M -$46.9K -215 -4%
SPIA
38
Steward Partners Investment Advisory
New York
$1.17M
HighTower Advisors
39
HighTower Advisors
Illinois
$1.15M
Northern Trust
40
Northern Trust
Illinois
$1.13M
PSA
41
Plum Street Advisors
Louisiana
$1.11M -$19K -87 -2%
LRWA
42
Long Run Wealth Advisors
New York
$1.03M -$51.3K -235 -5%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.01M -$137K -628 -12%
WP
44
Westmount Partners
California
$927K +$38.2K +175 +4%
Raymond James Financial
45
Raymond James Financial
Florida
$922K -$49.3K -226 -5%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$857K +$9.16K +42 +1%
AIA
47
Ally Invest Advisors
North Carolina
$840K +$61.7K +283 +8%
ECM
48
Evergreen Capital Management
Washington
$809K
NBWM
49
North Berkeley Wealth Management
California
$808K -$130K -595 -14%
MMA
50
Miracle Mile Advisors
California
$788K -$771K -3,536 -50%

CRBN Hedge Fund Activity: Q3 2025 in Review

138 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2025, worth a combined $588M — up 6% from $554M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CRBN positions and 14 closed out — a net gain of 3 holders — while 29 added to existing stakes and 42 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.37M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $3.21M sold.

  • 138 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2025, up from 137 in Q2 2025.
  • Funds reported $588M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2025, up 6% quarter-over-quarter.
  • 17 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2025 and 14 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2025 was Citadel Advisors, an estimated $4.37M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2025.