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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
MFG
76
Merit Financial Group
Georgia
$262K -$30.7K -156 -10%
KL
77
KilterHowling LLC
Colorado
$250K -$28.4K -144 -10%
TCM
78
TruNorth Capital Management
Michigan
$249K
AWS
79
Atria Wealth Solutions
New York
$238K
AAS
80
Ameritas Advisory Services
Nebraska
$228K +$3.94K +20 +2%
P
81
&Partners
Tennessee
$222K -$44.1K -224 -16%
Cerity Partners
82
Cerity Partners
New York
$203K +$209K +1,063 New
KAS
83
Kestra Advisory Services
Texas
$193K +$198K +1,007 New
US Bancorp
84
US Bancorp
Minnesota
$184K
Comerica Bank
85
Comerica Bank
Texas
$161K
EWA
86
EP Wealth Advisors
California
$154K
PFBT
87
Parkside Financial Bank & Trust
Missouri
$145K
AF
88
Advisornet Financial
Minnesota
$126K +$9.85K +50 +8%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$118K
PP
90
PrairieView Partners
Minnesota
$111K
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$100K
GWSG
92
GPS Wealth Strategies Group
Colorado
$87.7K +$17.3K +88 +24%
BCWM
93
Bartlett & Co Wealth Management
Ohio
$84.1K
PG
94
Proffitt & Goodson
Tennessee
$82.6K
WTC
95
WhitTier Trust Company
Nevada
$74.7K -$13.8K -70 -15%
IRC
96
Investors Research Corp
Georgia
$69.2K
DWA
97
Dougherty Wealth Advisers
Minnesota
$69K +$43.5K +221 +158%
GWM
98
Geneos Wealth Management
Colorado
$68.3K +$35.3K +179 +100%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$58.5K -$14.6K -74 -19%
WIM
100
Westside Investment Management
California
$57.4K

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.