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iShares Low Carbon Optimized MSCI ACWI ETF

129 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 12 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

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
129
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 +$17.2M
2 +$6.96M
3 +$1.99M
4
BWP
BSW Wealth Partners
Colorado
+$1.77M
5
Ameriprise
Ameriprise
Minnesota
+$1.69M

Top Sellers

1 -$3.12M
2 -$2.42M
3 -$1.02M
4
AG
AlTi Global
New York
-$692K
5
JP Morgan Chase
JP Morgan Chase
New York
-$635K
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
Jones Financial Companies
28
Jones Financial Companies
Missouri
$1.75M
GI
29
Gradient Investments
Minnesota
$1.75M
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.72M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.67M
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.64M
AFG
33
Albion Financial Group
Utah
$1.63M
Creative Planning
34
Creative Planning
Kansas
$1.61M
CPCM
35
Cardinal Point Capital Management
Ontario, Canada
$1.53M
HighTower Advisors
36
HighTower Advisors
Illinois
$1.27M
BDFN
37
Bond & Devick Financial Network
Minnesota
$1.17M
SPIA
38
Steward Partners Investment Advisory
New York
$1.15M
Northern Trust
39
Northern Trust
Illinois
$1.11M
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.11M
UBS AM
41
UBS AM
Illinois
$1.09M
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$972K
Raymond James Financial
43
Raymond James Financial
Florida
$943K
WP
44
Westmount Partners
California
$920K
AIA
45
Ally Invest Advisors
North Carolina
$878K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$870K
PSA
47
Plum Street Advisors
Louisiana
$855K
ECM
48
Evergreen Capital Management
Washington
$795K
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$794K
NBWM
50
North Berkeley Wealth Management
California
$747K