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iShares Low Carbon Optimized MSCI ACWI ETF

128 hedge funds and large institutions have $603M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

3.88% more ownership

Funds ownership: 56.93%60.81% (+3.9%)

3% more capital invested

Capital invested by funds: $588M → $603M (+$15.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 138128 (-10)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
128
Holders Change
-10
Holders Change %
-7.25%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
49
Reduced
31
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.15M +$42K +183 +2%
Creative Planning
27
Creative Planning
Kansas
$2.02M +$84.9K +370 +4%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$2M +$53.7K +234 +3%
Raymond James Financial
29
Raymond James Financial
Florida
$1.98M +$1.04M +4,535 +112%
GI
30
Gradient Investments
Minnesota
$1.83M +$96.6K +421 +6%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.69M
AFG
32
Albion Financial Group
Utah
$1.68M -$153K -666 -8%
CPCM
33
Cardinal Point Capital Management
Ontario, Canada
$1.61M -$19.3K -84 -1%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.59M +$106K +463 +7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.39M +$162K +704 +13%
SPIA
36
Steward Partners Investment Advisory
New York
$1.19M
BDFN
37
Bond & Devick Financial Network
Minnesota
$1.18M -$6.42K -28 -0.5%
Northern Trust
38
Northern Trust
Illinois
$1.15M
HighTower Advisors
39
HighTower Advisors
Illinois
$1.15M -$22.9K -100 -2%
PSA
40
Plum Street Advisors
Louisiana
$1.09M -$39.7K -173 -4%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.08M +$359K +1,564 +50%
LRWA
42
Long Run Wealth Advisors
New York
$1.05M +$2.98K +13 +0.3%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$998K -$26.6K -116 -3%
WP
44
Westmount Partners
California
$970K +$32.6K +142 +3%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$917K +$46.4K +202 +5%
AIA
46
Ally Invest Advisors
North Carolina
$857K +$3.21K +14 +0.4%
ECM
47
Evergreen Capital Management
Washington
$822K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$798K +$42K +183 +6%
MMA
49
Miracle Mile Advisors
California
$781K -$20K -87 -3%
NBWM
50
North Berkeley Wealth Management
California
$780K -$41.3K -180 -5%

CRBN Hedge Fund Activity: Q4 2025 in Review

128 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2025, worth a combined $603M — up 2.6% from $588M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CRBN and 12 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 49 added.

The largest buyer was Betterment LLC, adding an estimated $2.64M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.63M sold.

  • 128 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2025, down from 138 in Q3 2025.
  • Funds reported $603M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2025, up 2.6% quarter-over-quarter.
  • 12 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2025 and 21 closed out, a net change of -9 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2025 was Betterment LLC, an estimated $2.64M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2025 was Citadel Advisors, an estimated $5.63M sold.

Based on aggregated 13F filings for Q4 2025.