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iShares Low Carbon Optimized MSCI ACWI ETF

128 hedge funds and large institutions have $604M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

0.74% more ownership

Funds ownership: 60.81%61.55% (+0.74%)

0% more capital invested

Capital invested by funds: $603M → $604M (+$709K)

0% more funds holding

Funds holding: 128128 (0)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
34
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$290M -$536K -2,300 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$46.6M +$227K +973 +0.5%
AL
3
Aspiriant LLC
California
$26.6M +$632K +2,713 +2%
A
4
Allianz
Germany
$24.3M
Bank of America
5
Bank of America
North Carolina
$23.7M +$127K +545 +0.5%
IL
6
Investure LLC
Virginia
$23.2M
AllianceBernstein
7
AllianceBernstein
Tennessee
$17M +$17.2M +73,665 New
UBS Group
8
UBS Group
Switzerland
$15M +$6.96M +29,875 +80%
JP Morgan Chase
9
JP Morgan Chase
New York
$12.9M -$635K -2,728 -4%
BWP
10
BSW Wealth Partners
Colorado
$10.5M +$1.77M +7,602 +19%
Wells Fargo
11
Wells Fargo
California
$7.74M -$3.12M -13,394 -28%
Ameriprise
12
Ameriprise
Minnesota
$7.12M +$1.69M +7,251 +29%
NPT
13
National Philanthropic Trust
Pennsylvania
$6.96M +$300K +1,287 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.6M +$1.99M +8,557 +41%
BlackRock
15
BlackRock
New York
$4.7M +$25.6K +110 +0.5%
AG
16
AlTi Global
New York
$4.51M -$692K -2,971 -13%
CCM
17
Coldstream Capital Management
Washington
$4.03M
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.7M -$2.42M -10,399 -39%
LPL Financial
19
LPL Financial
California
$3.39M -$111K -478 -3%
SCM
20
Stonehearth Capital Management
Massachusetts
$3.17M -$185K -793 -5%
Wealthfront Advisers
21
Wealthfront Advisers
California
$3.11M -$36.1K -155 -1%
VHAM
22
Van Hulzen Asset Management
California
$3.02M +$418K +1,793 +15%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.78M +$321K +1,380 +12%
MFPI
24
Midwest Financial Partners Investments
Minnesota
$2.54M +$94.3K +405 +4%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$2.37M +$451K +1,937 +22%