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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
Betterment LLC
1
Betterment LLC
New York
$272M -$2.4M -12,163 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$42.8M +$1.09M +5,516 +3%
AL
3
Aspiriant LLC
California
$24M +$64.1K +325 +0.3%
Bank of America
4
Bank of America
North Carolina
$23.3M -$3.32M -16,854 -13%
IL
5
Investure LLC
Virginia
$21.7M +$166K +840 +0.8%
A
6
Allianz
Germany
$21M -$788K -4,000 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$15M -$65.8K -334 -0.5%
UBS Group
8
UBS Group
Switzerland
$8.67M -$186K -945 -2%
Wells Fargo
9
Wells Fargo
California
$7.89M +$3.87M +19,634 +111%
NPT
10
National Philanthropic Trust
Pennsylvania
$7.71M +$1.99M +10,119 +39%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.62M +$2.8M +14,216 +65%
BWP
12
BSW Wealth Partners
Colorado
$5.93M +$614K +3,114 +13%
Ameriprise
13
Ameriprise
Minnesota
$5.33M +$59.9K +304 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.28M +$1.97K +10 +0%
AG
15
AlTi Global
New York
$3.88M -$134K -680 -4%
CCM
16
Coldstream Capital Management
Washington
$3.87M -$10.6K -54 -0.3%
FTUS
17
Flow Traders U.S.
New York
$3.47M -$1.79M -9,106 -36%
Jane Street
18
Jane Street
New York
$3.35M +$1.67M +8,451 +115%
LPL Financial
19
LPL Financial
California
$3.28M +$101K +512 +3%
SCM
20
Stonehearth Capital Management
Massachusetts
$3.22M +$436K +2,212 +17%
AAP
21
Arax Advisory Partners
Colorado
$3.21M +$2.99M +15,148 New
Wealthfront Advisers
22
Wealthfront Advisers
California
$2.79M +$58.1K +295 +2%
BlackRock
23
BlackRock
New York
$2.7M -$105K -534 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.67M +$80.4K +408 +3%
Goldman Sachs
25
Goldman Sachs
New York
$2.56M -$49.3K -250 -2%

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.