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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
RWM
51
Ritholtz Wealth Management
New York
$761K -$14.7K -64 -2%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$702K +$333K +1,450 +91%
ACA
53
Ackerman Capital Advisors
Texas
$657K
Baird Financial Group
54
Baird Financial Group
Wisconsin
$609K +$20.7K +90 +4%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$527K -$50K -218 -9%
TPCW
56
TD Private Client Wealth
New York
$511K -$18.6K -81 -4%
MML Investors Services
57
MML Investors Services
Massachusetts
$507K -$41.1K -179 -8%
SAM
58
Smartleaf Asset Management
Massachusetts
$506K -$37.2K -162 -7%
GWM
59
Geneos Wealth Management
Colorado
$490K
LNWTC
60
Laird Norton Wetherby Trust Company
Washington
$463K +$461K +2,008 New
FFA
61
Farther Finance Advisors
California
$461K +$72.3K +315 +19%
CA
62
Clearstead Advisors
Ohio
$454K
RZH
63
Relyea Zuckerberg Hanson
Connecticut
$452K +$5.28K +23 +1%
PG
64
Patten Group
Tennessee
$437K -$11K -48 -2%
GSWM
65
Golden State Wealth Management
California
$436K +$43.8K +191 +11%
UCFA
66
United Capital Financial Advisors
Texas
$432K +$2.29K +10 +0.5%
BAM
67
Belpointe Asset Management
Nevada
$423K
C
68
Certuity
Florida
$402K -$83.5K -364 -17%
PP
69
Prudential plc
United Kingdom
$392K
CSP
70
Cary Street Partners
Virginia
$373K +$371K +1,617 New
Cerity Partners
71
Cerity Partners
New York
$352K +$78.7K +343 +29%
HHGA
72
Halbert Hargrove Global Advisors
California
$331K -$2.52K -11 -0.8%
GT
73
Glenmede Trust
Pennsylvania
$327K +$325K +1,417 New
OCM
74
One Capital Management
California
$317K +$41.1K +179 +15%
FF
75
Financial Futures
New Jersey
$303K +$32.8K +143 +12%

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.