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iShares Paris-Aligned Climate Optimized MSCI USA ETF

15 hedge funds and large institutions have $385M invested in iShares Paris-Aligned Climate Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $332M → $385M (+$53M)

7% more funds holding

Funds holding: 1415 (+1)

1.85% more ownership

Funds ownership: 18.92%20.77% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
5
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOF
1
Bank of Finland
Finland
$291M +$504K +8,878 +0.2%
CPO
2
Cerity Partners OCIO
New York
$80.3M +$76.7M +1,350,097 New
AFG
3
Albion Financial Group
Utah
$4.13M +$89.3K +1,572 +2%
AG
4
AlTi Global
New York
$3.7M +$3.53M +62,247 New
S
5
Syntrinsic
Colorado
$1.58M +$796K +14,028 +113%
FTUS
6
Flow Traders U.S.
New York
$1.16M +$1.1M +19,424 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.01M +$960K +16,903 New
MGP
8
Metis Global Partners
California
$947K +$903K +15,908 New
Deutsche Bank
9
Deutsche Bank
Germany
$286K
UBS Group
10
UBS Group
Switzerland
$273K +$50.5K +889 +24%
Two Sigma Investments
11
Two Sigma Investments
New York
$232K +$221K +3,900 New
TRCT
12
Tower Research Capital (TRC)
New York
$121K -$4.17M -73,383 -97%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$48.6K -$8.23K -145 -15%
SPIA
14
Steward Partners Investment Advisory
New York
$40.8K +$10.5K +185 +37%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$28K +$26.9K +474 New
Jane Street
16
Jane Street
New York
-$1.29M -22,629 Closed
OMC
17
Old Mission Capital
Illinois
-$623K -10,957 Closed
MA
18
Mutual Advisors
Nebraska
-$421K -7,397 Closed
CAM
19
Clarity Asset Management
Iowa
-$90.4K -1,588 Closed
Bank of America
20
Bank of America
North Carolina
-$40.4K -710 Closed

PABU Hedge Fund Activity: Q2 2024 in Review

15 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) for Q2 2024, worth a combined $385M — up 16% from $332M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PABU positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was AlTi Global, opening a new position worth an estimated $3.53M. The largest seller was Tower Research Capital (TRC), cutting an estimated $4.17M.

  • 15 institutional investors held iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) as of Q2 2024, up from 14 in Q1 2024.
  • Funds reported $385M of iShares Paris-Aligned Climate Optimized MSCI USA ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 7 funds opened new iShares Paris-Aligned Climate Optimized MSCI USA ETF positions in Q2 2024 and 5 closed out, a net change of +2 holders.
  • The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF buyer in Q2 2024 was AlTi Global, an estimated $3.53M added.
  • The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF seller in Q2 2024 was Tower Research Capital (TRC), an estimated $4.17M sold.

Based on aggregated 13F filings for Q2 2024.