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iShares Low Carbon Optimized MSCI ACWI ETF

136 hedge funds and large institutions have $582M 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, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$4.54M
2 +$1.67M
3 +$1.57M
4
Betterment LLC
Betterment LLC
New York
+$1.5M
5
A
Allianz
Germany
+$794K

Top Sellers

1 -$3.21M
2 -$2.56M
3 -$2.52M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$895K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$744K
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$709K
ACA
53
Ackerman Capital Advisors
Texas
$646K
Baird Financial Group
54
Baird Financial Group
Wisconsin
$579K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$568K
MML Investors Services
56
MML Investors Services
Massachusetts
$540K
SAM
57
Smartleaf Asset Management
Massachusetts
$529K
TPCW
58
TD Private Client Wealth
New York
$521K
BJL
59
Brighton Jones LLC
Washington
$521K
GWM
60
Geneos Wealth Management
Colorado
$483K
C
61
Certuity
Florida
$478K
CA
62
Clearstead Advisors
Ohio
$447K
PG
63
Patten Group
Tennessee
$441K
RZH
64
Relyea Zuckerberg Hanson
Connecticut
$440K
UCFA
65
United Capital Financial Advisors
Texas
$423K
BAM
66
Belpointe Asset Management
Nevada
$416K
GSWM
67
Golden State Wealth Management
California
$386K
PP
68
Prudential plc
United Kingdom
$386K
FFA
69
Farther Finance Advisors
California
$382K
TCA
70
Transcend Capital Advisors
New Jersey
$369K
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$362K
HHGA
72
Halbert Hargrove Global Advisors
California
$329K
GIM
73
Glenmede Investment Management
Pennsylvania
$321K
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$316K
MFG
75
Merit Financial Group
Georgia
$301K