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iShares Paris-Aligned Climate Optimized MSCI USA ETF

22 hedge funds and large institutions have $410M invested in iShares Paris-Aligned Climate Optimized MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

16% more funds holding

Funds holding: 1922 (+3)

6% more capital invested

Capital invested by funds: $388M → $410M (+$21.9M)

1.8% more ownership

Funds ownership: 19.19%20.99% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOF
1
Bank of Finland
Finland
$320M +$1.02M +15,737 +0.3%
CPO
2
Cerity Partners OCIO
New York
$57.4M +$5.65M +86,953 +11%
AG
3
AlTi Global
New York
$15.7M +$8.09M +124,589 +107%
AFG
4
Albion Financial Group
Utah
$4.57M +$67.8K +1,044 +2%
IAS
5
IMA Advisory Services
Colorado
$3.08M +$3.08M +47,406 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.97M -$3.32M -51,082 -53%
Goldman Sachs
7
Goldman Sachs
New York
$1.24M +$1.24M +19,028 New
Two Sigma Investments
8
Two Sigma Investments
New York
$1.09M +$1.09M +16,800 New
MGP
9
Metis Global Partners
California
$886K +$320K +4,929 +57%
FYW
10
Future You Wealth
New York
$749K +$748K +11,520 New
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$496K +$221K +3,400 +80%
PP
12
PDS Planning
Ohio
$371K +$1.17K +18 +0.3%
UBS Group
13
UBS Group
Switzerland
$366K +$58.2K +896 +19%
WF
14
Warner Financial
Maryland
$226K +$226K +3,474 New
SPIA
15
Steward Partners Investment Advisory
New York
$44.6K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$33.8K -$8.12K -125 -19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$31K
Deutsche Bank
18
Deutsche Bank
Germany
$19.5K
KSB
19
Kennebec Savings Bank
Maine
$12.5K
TRCT
20
Tower Research Capital (TRC)
New York
$6.96K -$1.32M -20,316 -99%
Bank of America
21
Bank of America
North Carolina
$2.6K +$1.95K +30 +300%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$65 +$65 +1 New
Jane Street
23
Jane Street
New York
-$2.29M -36,106 Closed
OMC
24
Old Mission Capital
Illinois
-$316K -4,984 Closed

PABU Hedge Fund Activity: Q4 2024 in Review

22 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) for Q4 2024, worth a combined $410M — up 5.7% from $388M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PABU positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was AlTi Global, adding an estimated $8.09M. The largest seller was Susquehanna International Group, cutting an estimated $3.32M.

  • 22 institutional investors held iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $410M of iShares Paris-Aligned Climate Optimized MSCI USA ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 6 funds opened new iShares Paris-Aligned Climate Optimized MSCI USA ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF buyer in Q4 2024 was AlTi Global, an estimated $8.09M added.
  • The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF seller in Q4 2024 was Susquehanna International Group, an estimated $3.32M sold.

Based on aggregated 13F filings for Q4 2024.