iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
7 hedge funds and large institutions have $236M invested in iShares Paris-Aligned Climate Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
1.19% more ownership
Funds ownership: 15.63% → 16.82% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $241M → $236M (-$4.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$3.09M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.25M |
| 3 |
Goldman Sachs
New York
|
+$1.67M |
| 4 |
BOF
Bank of Finland
Helsinki,
Finland
|
+$817K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$401K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGP
Metis Global Partners
San Diego,
California
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BOF
1
Bank of Finland
Helsinki,
Finland
| $228M | +$817K | +16,621 | +0.3% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $3.37M | +$2.25M | +45,849 | +176% |
|
|
AFG
3
Albion Financial Group
Salt Lake City,
Utah
| $2.95M | +$3.09M | +62,926 | New |
|
|
4
Goldman Sachs
New York
| $1.6M | +$1.67M | +34,055 | New |
|
|
MA
5
Mutual Advisors
Omaha,
Nebraska
| $382K | +$401K | +8,152 | New |
|
|
RJA
6
Raymond James & Associates
St Petersburg,
Florida
| $255K | +$58.5K | +1,190 | +28% |
|
7
Morgan Stanley
New York
| $422 | +$442 | +9 | New |
|
|
MGP
8
Metis Global Partners
San Diego,
California
| – | -$1.12M | -22,817 | Closed |
|
PABU Hedge Fund Activity: Q3 2023 in Review
7 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) for Q3 2023, worth a combined $236M — down 1.9% from $241M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PABU positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Albion Financial Group, opening a new position worth an estimated $3.09M. The largest seller was Metis Global Partners, exiting entirely with an estimated $1.12M sold.
- 7 institutional investors held iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) as of Q3 2023, up from 4 in Q2 2023.
- Funds reported $236M of iShares Paris-Aligned Climate Optimized MSCI USA ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
- 4 funds opened new iShares Paris-Aligned Climate Optimized MSCI USA ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF buyer in Q3 2023 was Albion Financial Group, an estimated $3.09M added.
- The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF seller in Q3 2023 was Metis Global Partners, an estimated $1.12M sold.
Based on aggregated 13F filings for Q3 2023.