We are live on ! Find out more
CRBN icon

iShares Low Carbon Optimized MSCI ACWI ETF

137 hedge funds and large institutions have $554M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

11% more capital invested

Capital invested by funds: $498M → $554M (+$56.1M)

10% more funds holding

Funds holding: 124137 (+13)

1.89% more ownership

Funds ownership: 52.63%54.52% (+1.9%)

Holders
137
Holders Change
+13
Holders Change %
+10.48%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
47
Reduced
42
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
76
Glenmede Investment Management
Pennsylvania
$305K +$284K +1,440 New
Kovitz Investment Group Partners
77
Kovitz Investment Group Partners
Illinois
$297K -$6.7K -34 -2%
EWA
78
EP Wealth Advisors
California
$291K +$112K +569 +71%
MFG
79
Merit Financial Group
Georgia
$282K -$7.69K -39 -3%
TCM
80
TruNorth Capital Management
Michigan
$275K
KL
81
KilterHowling LLC
Colorado
$273K +$2.17K +11 +0.9%
FF
82
Financial Futures
New Jersey
$239K +$222K +1,127 New
WFS
83
Widmann Financial Services
Maryland
$235K +$219K +1,110 New
Cerity Partners
84
Cerity Partners
New York
$227K +$1.77K +9 +0.8%
HFS
85
Howard Financial Services
Texas
$221K +$206K +1,043 New
RIS
86
Retirement Income Solutions
Michigan
$220K -$31.7K -161 -13%
KAS
87
Kestra Advisory Services
Texas
$219K +$4.93K +25 +2%
MAG
88
MRA Advisory Group
New Jersey
$216K +$201K +1,022 New
P
89
&Partners
Tennessee
$212K -$32.3K -164 -14%
KDA
90
Kraft Davis & Associates
Missouri
$210K +$192K +974 New
US Bancorp
91
US Bancorp
Minnesota
$203K
AAS
92
Ameritas Advisory Services
Nebraska
$203K -$46.1K -234 -20%
Comerica Bank
93
Comerica Bank
Texas
$197K +$16.8K +85 +10%
PFBT
94
Parkside Financial Bank & Trust
Missouri
$161K
CIA
95
Choate Investment Advisors
Massachusetts
$156K +$145K +735 New
DWA
96
Dougherty Wealth Advisers
Minnesota
$147K +$66K +335 +93%
AF
97
Advisornet Financial
Minnesota
$147K +$6.7K +34 +5%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$131K
PP
99
PrairieView Partners
Minnesota
$123K
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$111K

CRBN Hedge Fund Activity: Q2 2025 in Review

137 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2025, worth a combined $554M — up 11% from $498M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CRBN positions and 4 closed out — a net gain of 15 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.87M. The largest seller was Cetera Investment Advisers, cutting an estimated $3.88M.

  • 137 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2025, up from 124 in Q1 2025.
  • Funds reported $554M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 19 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2025 and 4 closed out, a net change of +15 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2025 was Wells Fargo, an estimated $3.87M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2025 was Cetera Investment Advisers, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2025.