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iShares Paris-Aligned Climate Optimized MSCI USA ETF

19 hedge funds and large institutions have $388M invested in iShares Paris-Aligned Climate Optimized MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

27% more funds holding

Funds holding: 1519 (+4)

1% more capital invested

Capital invested by funds: $385M → $388M (+$2.58M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

1.58% less ownership

Funds ownership: 20.77%19.19% (-1.6%)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.27%
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
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOF
1
Bank of Finland
Finland
$311M +$946K +15,529 +0.3%
CPO
2
Cerity Partners OCIO
New York
$50.5M -$33.8M -554,052 -41%
AG
3
AlTi Global
New York
$7.4M +$3.31M +54,403 +87%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.14M +$5.9M +96,800 New
AFG
5
Albion Financial Group
Utah
$4.39M -$10.5K -172 -0.2%
S
6
Syntrinsic
Colorado
$2.43M +$723K +11,871 +45%
Jane Street
7
Jane Street
New York
$2.29M +$2.2M +36,106 New
TRCT
8
Tower Research Capital (TRC)
New York
$1.3M +$1.12M +18,382 +901%
MGP
9
Metis Global Partners
California
$551K -$440K -7,215 -45%
PP
10
PDS Planning
Ohio
$360K +$346K +5,682 New
OMC
11
Old Mission Capital
Illinois
$316K +$304K +4,984 New
UBS Group
12
UBS Group
Switzerland
$300K +$8.22K +135 +3%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$267K +$257K +4,225 New
SPIA
14
Steward Partners Investment Advisory
New York
$43.4K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$40.8K -$10.1K -165 -20%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$30K
Deutsche Bank
17
Deutsche Bank
Germany
$19K -$274K -4,500 -94%
KSB
18
Kennebec Savings Bank
Maine
$12.4K +$11.9K +195 New
Bank of America
19
Bank of America
North Carolina
$634 +$609 +10 New
FTUS
20
Flow Traders U.S.
New York
-$1.16M -19,424 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$1.01M -16,903 Closed
Two Sigma Investments
22
Two Sigma Investments
New York
-$232K -3,900 Closed

PABU Hedge Fund Activity: Q3 2024 in Review

19 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) for Q3 2024, worth a combined $388M — up 0.67% from $385M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PABU positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.9M. The largest seller was Cerity Partners OCIO, cutting an estimated $33.8M.

  • 19 institutional investors held iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) as of Q3 2024, up from 15 in Q2 2024.
  • Funds reported $388M of iShares Paris-Aligned Climate Optimized MSCI USA ETF stock for Q3 2024, up 0.67% quarter-over-quarter.
  • 7 funds opened new iShares Paris-Aligned Climate Optimized MSCI USA ETF positions in Q3 2024 and 3 closed out, a net change of +4 holders.
  • The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $5.9M added.
  • The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF seller in Q3 2024 was Cerity Partners OCIO, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2024.