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iShares Low Carbon Optimized MSCI ACWI ETF

124 hedge funds and large institutions have $498M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 52.23%52.63% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $506M → $498M (-$7.48M)

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

2% less funds holding

Funds holding: 127124 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
33
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
Westmount Partners
California
$737K +$7.49K +38 +1%
ECM
52
Evergreen Capital Management
Washington
$682K
Raymond James Financial
53
Raymond James Financial
Florida
$657K -$74.7K -379 -10%
MMA
54
Miracle Mile Advisors
California
$604K -$83.3K -423 -12%
NBWM
55
North Berkeley Wealth Management
California
$580K
Baird Financial Group
56
Baird Financial Group
Wisconsin
$488K
MPW
57
Monterey Private Wealth
California
$476K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$470K -$36K -183 -7%
MML Investors Services
59
MML Investors Services
Massachusetts
$454K -$126K -638 -21%
TPCW
60
TD Private Client Wealth
New York
$453K -$36.6K -186 -7%
CA
61
Clearstead Advisors
Ohio
$451K +$140K +711 +43%
BJL
62
Brighton Jones LLC
Washington
$435K
PG
63
Patten Group
Tennessee
$408K -$13K -66 -3%
C
64
Certuity
Florida
$399K
RZH
65
Relyea Zuckerberg Hanson
Connecticut
$369K
FFA
66
Farther Finance Advisors
California
$343K +$352K +1,787 New
GSWM
67
Golden State Wealth Management
California
$332K -$40.8K -207 -11%
BAM
68
Belpointe Asset Management
Nevada
$325K +$59.1K +300 +21%
PP
69
Prudential plc
United Kingdom
$325K
TCA
70
Transcend Capital Advisors
New Jersey
$300K +$9.85K +50 +3%
HHGA
71
Halbert Hargrove Global Advisors
California
$297K
RIS
72
Retirement Income Solutions
Michigan
$294K
UCFA
73
United Capital Financial Advisors
Texas
$283K
GT
74
Glenmede Trust
Pennsylvania
$275K -$854K -4,333 -75%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$274K -$394 -2 -0.1%

CRBN Hedge Fund Activity: Q1 2025 in Review

124 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2025, worth a combined $498M — down 1.5% from $506M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CRBN and 9 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 33 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $5.02M. The largest seller was Jane Street, cutting an estimated $6.29M.

  • 124 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2025, down from 127 in Q4 2024.
  • Funds reported $498M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 9 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2025 and 12 closed out, a net change of -3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $5.02M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2025 was Jane Street, an estimated $6.29M sold.

Based on aggregated 13F filings for Q1 2025.