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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
RWM
51
Ritholtz Wealth Management
New York
$763K -$80.9K -371 -10%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$744K -$1.31K -6 -0.2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$709K +$682K +3,125 New
ACA
54
Ackerman Capital Advisors
Texas
$646K
Baird Financial Group
55
Baird Financial Group
Wisconsin
$579K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$568K +$4.14K +19 +0.8%
MML Investors Services
57
MML Investors Services
Massachusetts
$540K -$5.89K -27 -1%
SAM
58
Smartleaf Asset Management
Massachusetts
$529K -$75.5K -346 -13%
TPCW
59
TD Private Client Wealth
New York
$521K -$23.3K -107 -4%
BJL
60
Brighton Jones LLC
Washington
$521K
GWM
61
Geneos Wealth Management
Colorado
$483K -$25.5K -117 -5%
C
62
Certuity
Florida
$478K
CA
63
Clearstead Advisors
Ohio
$447K
PG
64
Patten Group
Tennessee
$441K -$28.6K -131 -6%
RZH
65
Relyea Zuckerberg Hanson
Connecticut
$440K
UCFA
66
United Capital Financial Advisors
Texas
$423K +$82.9K +380 +26%
BAM
67
Belpointe Asset Management
Nevada
$416K +$218 +1 +0.1%
GSWM
68
Golden State Wealth Management
California
$386K +$1.53K +7 +0.4%
PP
69
Prudential plc
United Kingdom
$386K
FFA
70
Farther Finance Advisors
California
$382K
TCA
71
Transcend Capital Advisors
New Jersey
$369K
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$362K -$962K -4,409 -73%
HHGA
73
Halbert Hargrove Global Advisors
California
$329K -$20.3K -93 -6%
GIM
74
Glenmede Investment Management
Pennsylvania
$321K -$5.02K -23 -2%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$316K -$2.18K -10 -0.7%

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.