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iShares Paris-Aligned Climate Optimized MSCI USA ETF

24 hedge funds and large institutions have $371M invested in iShares Paris-Aligned Climate Optimized MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

9% more funds holding

Funds holding: 2224 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.3% less ownership

Funds ownership: 20.99%18.7% (-2.3%)

9% less capital invested

Capital invested by funds: $410M → $371M (-$38.8M)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOF
1
Bank of Finland
Finland
$296M +$572K +8,947 +0.2%
CPO
2
Cerity Partners OCIO
New York
$38M -$15.9M -248,929 -28%
AG
3
AlTi Global
New York
$15.5M +$1.1M +17,272 +7%
AFG
4
Albion Financial Group
Utah
$5.22M +$1.08M +16,894 +24%
Two Sigma Investments
5
Two Sigma Investments
New York
$3.27M +$2.42M +37,800 +225%
IAS
6
IMA Advisory Services
Colorado
$2.85M +$5.56K +87 +0.2%
Goldman Sachs
7
Goldman Sachs
New York
$2.81M +$1.78M +27,840 +146%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.51M -$247K -3,869 -8%
TRCT
9
Tower Research Capital (TRC)
New York
$1.03M +$1.09M +17,037 +15,922%
MGP
10
Metis Global Partners
California
$976K +$171K +2,667 +20%
FYW
11
Future You Wealth
New York
$690K
Citadel Advisors
12
Citadel Advisors
Florida
$547K +$583K +9,124 New
KNW
13
Kesler Norman & Wride
Utah
$388K +$414K +6,480 New
PP
14
PDS Planning
Ohio
$334K -$7.8K -122 -2%
UBS Group
15
UBS Group
Switzerland
$320K -$18.2K -285 -5%
KWA
16
Kingswood Wealth Advisors
California
$285K +$304K +4,756 New
WF
17
Warner Financial
Maryland
$208K +$320 +5 +0.1%
Morgan Stanley
18
Morgan Stanley
New York
$190K +$203K +3,178 New
SPIA
19
Steward Partners Investment Advisory
New York
$41K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$28K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$18K -$14.1K -220 -42%
Deutsche Bank
22
Deutsche Bank
Germany
$18K
KSB
23
Kennebec Savings Bank
Maine
$12.8K +$1.22K +19 +10%
Bank of America
24
Bank of America
North Carolina
$2.4K
Pictet Asset Management
25
Pictet Asset Management
Switzerland
-$496K -7,625 Closed

PABU Hedge Fund Activity: Q1 2025 in Review

24 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) for Q1 2025, worth a combined $371M — down 9.5% from $410M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PABU positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $2.42M. The largest seller was Cerity Partners OCIO, cutting an estimated $15.9M.

  • 24 institutional investors held iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) as of Q1 2025, up from 22 in Q4 2024.
  • Funds reported $371M of iShares Paris-Aligned Climate Optimized MSCI USA ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
  • 4 funds opened new iShares Paris-Aligned Climate Optimized MSCI USA ETF positions in Q1 2025 and 2 closed out, a net change of +2 holders.
  • The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $2.42M added.
  • The largest iShares Paris-Aligned Climate Optimized MSCI USA ETF seller in Q1 2025 was Cerity Partners OCIO, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2025.