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iShares Low Carbon Optimized MSCI ACWI ETF

128 hedge funds and large institutions have $603M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

3.88% more ownership

Funds ownership: 56.93%60.81% (+3.9%)

3% more capital invested

Capital invested by funds: $588M → $603M (+$15.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 138128 (-10)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
128
Holders Change
-10
Holders Change %
-7.25%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
49
Reduced
31
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$301M +$2.64M +11,492 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$48M +$913K +3,977 +2%
AL
3
Aspiriant LLC
California
$26.9M +$438K +1,908 +2%
A
4
Allianz
Germany
$25.1M +$1.49M +6,500 +6%
Bank of America
5
Bank of America
North Carolina
$24.4M -$729K -3,176 -3%
IL
6
Investure LLC
Virginia
$24M +$342K +1,490 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$14.3M -$1.03M -4,480 -7%
Wells Fargo
8
Wells Fargo
California
$11.1M +$905K +3,945 +9%
BWP
9
BSW Wealth Partners
Colorado
$9.12M +$2.16M +9,423 +31%
UBS Group
10
UBS Group
Switzerland
$8.59M -$542K -2,362 -6%
NPT
11
National Philanthropic Trust
Pennsylvania
$6.9M +$1.14M +4,949 +20%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.22M -$2.11M -9,176 -25%
Ameriprise
13
Ameriprise
Minnesota
$5.71M -$53.7K -234 -0.9%
AG
14
AlTi Global
New York
$5.35M +$997K +4,343 +23%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.86M +$2.23M +9,706 +85%
BlackRock
16
BlackRock
New York
$4.83M +$1.88M +8,212 +64%
CCM
17
Coldstream Capital Management
Washington
$4.17M -$8.26K -36 -0.2%
LPL Financial
18
LPL Financial
California
$3.62M -$71.4K -311 -2%
SCM
19
Stonehearth Capital Management
Massachusetts
$3.47M -$19K -83 -0.5%
Wealthfront Advisers
20
Wealthfront Advisers
California
$3.25M +$108K +472 +3%
VHAM
21
Van Hulzen Asset Management
California
$2.71M +$767K +3,343 +40%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.56M +$1.22M +5,323 +92%
MFPI
23
Midwest Financial Partners Investments
Minnesota
$2.53M +$2.52M +10,989 New
UOMF
24
University of Maryland Foundation
Maryland
$2.31M
GAM
25
Gould Asset Management
California
$2.17M -$25.2K -110 -1%

CRBN Hedge Fund Activity: Q4 2025 in Review

128 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2025, worth a combined $603M — up 2.6% from $588M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CRBN and 12 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 49 added.

The largest buyer was Betterment LLC, adding an estimated $2.64M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.63M sold.

  • 128 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2025, down from 138 in Q3 2025.
  • Funds reported $603M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2025, up 2.6% quarter-over-quarter.
  • 12 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2025 and 21 closed out, a net change of -9 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2025 was Betterment LLC, an estimated $2.64M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2025 was Citadel Advisors, an estimated $5.63M sold.

Based on aggregated 13F filings for Q4 2025.