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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
Betterment LLC
1
Betterment LLC
New York
$248M -$248K -1,259 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$37.6M +$203K +1,029 +0.5%
Bank of America
3
Bank of America
North Carolina
$24.2M -$345K -1,750 -1%
AL
4
Aspiriant LLC
California
$21.6M +$1.48M +7,503 +7%
A
5
Allianz
Germany
$19.7M
IL
6
Investure LLC
Virginia
$19.5M
JP Morgan Chase
7
JP Morgan Chase
New York
$13.6M -$371K -1,883 -3%
UBS Group
8
UBS Group
Switzerland
$8.01M -$107K -542 -1%
NPT
9
National Philanthropic Trust
Pennsylvania
$5.02M -$1.1M -5,578 -18%
FTUS
10
Flow Traders U.S.
New York
$4.87M +$5.02M +25,478 New
BWP
11
BSW Wealth Partners
Colorado
$4.76M +$13.2K +67 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$4.75M +$46.7K +237 +1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.73M +$224K +1,138 +5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.16M -$1.78M -9,052 -29%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.86M -$133K -677 -3%
AG
16
AlTi Global
New York
$3.63M -$125K -634 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$3.55M +$269K +1,367 +8%
CCM
18
Coldstream Capital Management
Washington
$3.5M
Wells Fargo
19
Wells Fargo
California
$3.37M +$3.04M +15,436 +703%
LPL Financial
20
LPL Financial
California
$2.86M +$52.8K +268 +2%
BlackRock
21
BlackRock
New York
$2.54M +$2.19M +11,142 +518%
SCM
22
Stonehearth Capital Management
Massachusetts
$2.48M -$887K -4,501 -26%
Wealthfront Advisers
23
Wealthfront Advisers
California
$2.46M +$14.4K +73 +0.6%
Goldman Sachs
24
Goldman Sachs
New York
$2.36M +$366K +1,860 +18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.33M +$152K +770 +7%

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.