Who Owns iShares Low Carbon Optimized MSCI ACWI ETF (CRBN)?Hedge Fund & Institutional Holders

$225.68-1.21 (-0.53%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.0055026873250006e+195T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$170.20$187.79$205.37$222.95$240.53Sep 24Jun 25Mar 26

CRBN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ASPIRIANT, LLCNew Position+117K+$26.9M
BSW Wealth PartnersNew Position+40K+$9.1M
Betterment LLCIncreased+11K+$7.4M
AlTi Global, Inc.New Position+23K+$5.0M
Stonehearth Capital Management, LLCNew Position+15K+$3.5M
Wealthfront Advisers LLCNew Position+14K+$3.3M
Midwest Financial Partners Investments, Inc.New Position+11K+$2.5M
University of Maryland Foundation, Inc.New Position+10K+$2.3M
GOULD ASSET MANAGEMENT LLC /CA/New Position+9K+$2.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+9K+$2.0M
ALBION FINANCIAL GROUP /UTNew Position+7K+$1.7M
Cardinal Point Capital Management ULCNew Position+7K+$1.6M
Bond & Devick Financial Network, Inc.New Position+5K+$1.2M
JONES FINANCIAL COMPANIES LLLPNew Position+7K+$1.0M
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+4K+$822K

CRBN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-3K-$24.7B
JPMORGAN CHASE & CODecreased-4K-$15.1B
UBS Group AGDecreased-2K-$9.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-9K-$8.2B
AMERIPRISE FINANCIAL INCDecreased-234-$5.7B
CITADEL ADVISORS LLCClosed Position-25K-$5.6B
COLDSTREAM CAPITAL MANAGEMENT INCDecreased-36-$4.1B
LPL Financial LLCDecreased-311-$3.6B
JANE STREET GROUP, LLCClosed Position-12K-$2.7B
HighTower Advisors, LLCDecreased-100-$1.1B
Plum Street Advisors, LLCDecreased-173-$1.1B
Cetera Investment AdvisersDecreased-116-$1.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2K-$567.8M
MML INVESTORS SERVICES, LLCDecreased-179-$539.7M
BRIGHTON JONES LLCClosed Position-2K-$520.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Betterment LLC1,303,736$300.6M0.57%Share
2ASPIRIANT, LLC116,572$26.9M0.77%Share
3ALLIANZ SE109,015$25.0M0.32%Share
4Investure, LLC104,151$24.0M1.34%Share
5MORGAN STANLEY104,151$24.0M0.00%Share
6MORGAN STANLEY104,242$24.0M0.00%Share
7BANK OF AMERICA CORP /DE/65,678$15.0M0.00%Share
8JPMORGAN CHASE & CO49,881$11.0M0.00%Share
9BSW Wealth Partners39,542$9.1M1.09%Share
10UBS Group AG37,280$8.6M0.00%Share
11WELLS FARGO & COMPANY/MN31,080$7.0M0.00%Share
12SUSQUEHANNA INTERNATIONAL GROUP, LLP26,983$6.0M0.00%Share
13BANK OF AMERICA CORP /DE/23,103$5.0M0.00%Share
14AlTi Global, Inc.23,200$5.0M0.11%Share
15AMERIPRISE FINANCIAL INC24,616$5.0M0.00%Share
16BlackRock, Inc.20,973$4.0M0.00%Share
17COLDSTREAM CAPITAL MANAGEMENT INC18,105$4.0M0.05%Share
18Stonehearth Capital Management, LLC15,041$3.5M1.28%Share
19Wealthfront Advisers LLC14,112$3.3M0.01%Share
20LPL Financial LLC15,699$3.0M0.00%Share
21WELLS FARGO & COMPANY/MN17,043$3.0M0.00%Share
22BANK OF AMERICA CORP /DE/17,009$3.0M0.00%Share
23Van Hulzen Asset Management, LLC11,757$2.7M0.20%Share
24Midwest Financial Partners Investments, Inc.10,989$2.5M1.41%Share
25University of Maryland Foundation, Inc.10,000$2.3M43.29%Share
26GOULD ASSET MANAGEMENT LLC /CA/9,410$2.2M0.38%Share
27ROYAL BANK OF CANADA11,276$2.0M0.00%Share
28JPMORGAN CHASE & CO9,087$2.0M0.00%Share
29MERCER GLOBAL ADVISORS INC /ADV8,695$2.0M0.00%Share
30Creative Planning8,743$2.0M0.00%Share
31ENVESTNET ASSET MANAGEMENT INC9,306$2.0M0.00%Share
32OSAIC HOLDINGS, INC.10,909$2.0M0.00%Share
33Gradient Investments LLC7,942$1.8M0.03%Share
34ALBION FINANCIAL GROUP /UT7,283$1.7M0.10%Share
35Cardinal Point Capital Management ULC6,998$1.6M0.11%Share
36Bond & Devick Financial Network, Inc.5,137$1.2M0.33%Share
37Plum Street Advisors, LLC4,724$1.1M0.39%Share
38Long Run Wealth Advisors, LLC4,553$1.0M0.20%Share
39Steward Partners Investment Advisory, LLC5,163$1.0M0.01%Share
40JONES FINANCIAL COMPANIES LLLP6,918$1.0M0.00%Share
41Cambridge Investment Research Advisors, Inc.6,023$1.0M0.00%Share
42NORTHERN TRUST CORP4,995$1.0M0.00%Share
43RAYMOND JAMES FINANCIAL INC7,732$1.0M0.00%Share
44HighTower Advisors, LLC4,970$1.0M0.00%Share
45AQR CAPITAL MANAGEMENT LLC7,344$1.0M0.00%Share
46ROYAL BANK OF CANADA6,787$1.0M0.00%Share
47Westmount Partners, LLC4,208$970K0.24%Share
48Ally Invest Advisors Inc.3,716$856K0.06%Share
49EVERGREEN CAPITAL MANAGEMENT LLC3,566$822K0.02%Share
50Composition Wealth, LLC3,386$780K0.01%Share

CRBN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025128$572.3M+43
Q3 202585$217.6B-37
Q2 2025122$211.3B-1
Q1 2025123$298.7B+12
Q4 2024111$29.2T+15
Q3 202496$184.9T+8
Q2 202488$154.1T+0
Q1 202488$131.4T—

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As of Q4 2025, 50 institutional investors hold CRBN (iShares Low Carbon Optimized MSCI ACWI ETF). The largest holder is Betterment LLC with $300.6M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CRBN?

As of Q4 2025, 50 institutional investors report holding CRBN (iShares Low Carbon Optimized MSCI ACWI ETF) in their 13F filings.

Who is the largest institutional holder of CRBN?

The largest institutional holder of CRBN is Betterment LLC with $300.6M in shares.

Is institutional ownership of CRBN increasing or decreasing?

This quarter, 14 institutions opened new positions in CRBN and 3 closed their positions.