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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
BCWM
101
Bartlett & Co Wealth Management
Ohio
$93.2K
FCG
102
Financial Connections Group
California
$93K +$86.7K +440 New
GWSG
103
GPS Wealth Strategies Group
Colorado
$90K -$6.7K -34 -7%
CWP
104
Concord Wealth Partners
Virginia
$84.7K +$78.8K +400 New
WTC
105
WhitTier Trust Company
Nevada
$82.8K
PG
106
Proffitt & Goodson
Tennessee
$82.4K -$8.47K -43 -10%
IRC
107
Investors Research Corp
Georgia
$76.7K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$65.2K +$394 +2 +0.7%
WIM
109
Westside Investment Management
California
$63.5K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$63K
TPWA
111
Twin Peaks Wealth Advisors
California
$57.9K +$52.2K +265 New
NS
112
NBC Securities
Alabama
$55K
LAMC
113
Longview Asset Management (California)
California
$50.4K
WSFS
114
Wilmington Savings Fund Society
Delaware
$47.7K +$44.3K +225 New
PWA
115
Physician Wealth Advisors
Utah
$33.6K -$2.17K -11 -6%
Barclays
116
Barclays
United Kingdom
$32.2K
LFG
117
Larson Financial Group
Missouri
$23.8K +$197 +1 +0.9%
HAP
118
Harbor Asset Planning
Massachusetts
$21.1K +$19.7K +100 New
MCM
119
MAI Capital Management
Ohio
$17.7K +$5.91K +30 +56%
PMFA
120
Plante Moran Financial Advisors
Michigan
$13.8K +$12.8K +65 New
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
4FG
122
4Thought Financial Group
New York
$12K +$5.32K +27 +90%
CI
123
CX Institutional
Indiana
$10K
FRA
124
Front Row Advisors
California
$9.53K
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$8.69K

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.