iShares MSCI ACWI Low Carbon Target

CRBN • ARCA

iShares MSCI ACWI Low Carbon Target is an exchange-traded fund on ARCA. As of Q3 2025, 139 institutional investors hold shares in this ETF, with total holdings valued at $582.0M. Betterment LLC is the largest holder with a position valued at $293.2M.

Overview

Overview of institutional ownership in CRBN as of Q3 2025

All Institutions

Institutions: 139
Value Held: $582.0M
Shares Held: 2.6M
Avg Position: $4.2M
Median Position: $369.1K

Hedge Funds

Hedge Funds: 3
Value Held: $8.9M
Shares Held: 39.2K
Avg Position: $3.0M
Median Position: $1.7M

Biggest Investors

Institutions with the largest positions in CRBN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	$293.2M 0.62% of portfolio	1.3M shares	Q4 2020 Held for 4y 11m	$47.3B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$46.4M 0.00% of portfolio	204.4K shares	Q4 2014 Held for 10y 11m	$1.65T
ASPIRIANT, LLC RIA/Wealth	Robert Joseph Francais CEO	$26.0M 0.80% of portfolio	114.7K shares	Q2 2020 Held for 5y 5m	$3.3B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$24.7M 0.00% of portfolio	109.0K shares	Q1 2015 Held for 10y 8m	$1.33T
Investure, LLC Fund of Funds	Bruce Ashton Miller CEO	$23.3M 1.44% of portfolio	102.7K shares	Q2 2015 Held for 10y 5m	$1.6B
A ALLIANZ SE Institution	-	$23.3M 0.49% of portfolio	102.5K shares	Q1 2024 Held for 1y 8m	$4.7B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$15.1M 0.00% of portfolio	66.6K shares	Q4 2015 Held for 9y 11m	$1.56T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$10.0M 0.00% of portfolio	44.2K shares	Q3 2016 Held for 9y 2m	$488.50B
UBS Group AG Institution	Sergio P. Ermotti CEO	$9.0M 0.00% of portfolio	39.6K shares	Q1 2015 Held for 10y 8m	$511.54B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$8.2M 0.01% of portfolio	36.2K shares	Q3 2023 Held for 2y 2m	$67.9B

Net Capital Flow

Institutional buying and selling activity for CRBN in Q3 2025

Traded: −$1.5M
Buyers: 46
Sellers: 53
Total Bought: +$14.6M
Total Sold: −$16.1M
Avg Position: $3.9M

Biggest Buyers

Institution	Net Bought	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$4.5M +20.0K shares	$5.6M 24.8K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$1.7M +7.3K shares	$1.7M 7.3K shares
WELLS FARGO & COMPANY/MN Institution	+$1.6M +6.9K shares	$10.0M 44.2K shares
Betterment LLC RIA/Wealth	+$1.5M +6.6K shares	$293.2M 1.3M shares
A ALLIANZ SE Institution	+$794.0K +3.5K shares	$23.3M 102.5K shares
Rockefeller Capital Management L.P. Long Only Manager	+$709.0K +3.1K shares	$709.0K 3.1K shares
MORGAN STANLEY RIA/Wealth	+$563.8K +2.5K shares	$46.4M 204.4K shares
BSW Wealth Partners RIA/Wealth	+$482.8K +2.1K shares	$6.8M 30.1K shares
O One Capital Management, LLC RIA/Wealth	+$271.1K +1.2K shares	$271.1K 1.2K shares
ASPIRIANT, LLC RIA/Wealth	+$258.2K +1.1K shares	$26.0M 114.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
SRS Capital Advisors, Inc. RIA/Wealth	−$3.2M −15.1K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$2.6M −12.1K shares	Sold Off 0 shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$2.5M −11.1K shares	$2.1M 9.1K shares
C Colony Group, LLC Institution	−$1.0M −4.4K shares	$362.5K 1.6K shares
JPMORGAN CHASE & CO Institution	−$894.5K −3.9K shares	$15.1M 66.6K shares
J JANE STREET GROUP, LLC Institution	−$866.4K −3.8K shares	$2.7M 12.0K shares
F FLOW TRADERS U.S. LLC Institution	−$851.9K −3.8K shares	$2.9M 12.6K shares
Miracle Mile Advisors, LLC RIA/Wealth	−$802.3K −3.5K shares	$788.0K 3.5K shares
M Modera Wealth Management, LLC RIA/Wealth	−$310.5K −1.5K shares	Sold Off 0 shares
UBS Group AG Institution	−$293.1K −1.3K shares	$9.0M 39.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CRBN in Q3 2025

New Positions: 11
New Value: $2.6M
Exited Positions: 11
Exited Value: $7.0M

New Positions

Institution	Position Value
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.7M 7.3K shares
O One Capital Management, LLC RIA/Wealth	$271.1K 1.2K shares
R Root Financial Partners, LLC RIA/Wealth	$208.7K 920.0 shares
Creekside Partners RIA/Wealth	$205.6K 906.0 shares
Sontag Advisory, LLC RIA/Wealth	$159.2K 702.0 shares
B BESSEMER GROUP INC Institution	$62.4K 275.0 shares
RESOURCES MANAGEMENT CORP /CT/ /ADV RIA/Wealth	$34.0K 150.0 shares
Rossmore Private Capital RIA/Wealth	$26.5K 117.0 shares
Archer Investment Corp RIA/Wealth	$4.8K 21.0 shares
N NATIONAL BANK OF CANADA /FI/ Institution	$4.1K 18.0 shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$3.2M 15.1K shares
GOLDMAN SACHS GROUP INC Institution	$2.6M 12.1K shares
M Modera Wealth Management, LLC RIA/Wealth	$310.5K 1.5K shares
Morris Retirement Advisors, LLC RIA/Wealth	$216.5K 1.0K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$212.0K 1.0K shares
Ameritas Advisory Services, LLC RIA/Wealth	$202.8K 958.0 shares
C Choate Investment Advisors RIA/Wealth	$155.7K 735.0 shares
C Concord Wealth Partners RIA/Wealth	$84.7K 400.0 shares
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth	$57.9K 265.0 shares
Plante Moran Financial Advisors, LLC RIA/Wealth	$13.8K 65.0 shares

Options Activity

Institutions with the largest Call and Put options positions in CRBN as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CRBN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
U University of Maryland Foundation, Inc. Institution	-	42.92% $2.3M	10.0K shares	Q4 2019 Held for 5y 11m	$5.3M
Investure, LLC Fund of Funds	Bruce Ashton Miller CEO	1.44% $23.3M	102.7K shares	Q2 2015 Held for 10y 5m	$1.6B
Stonehearth Capital Management, LLC RIA/Wealth	Jamie Allen Upson CEO	1.33% $3.4M	15.1K shares	Q3 2017 Held for 8y 2m	$258.4M
BSW Wealth Partners RIA/Wealth	Nicole Larraine Murphey CCO	0.85% $6.8M	30.1K shares	Q4 2018 Held for 6y 11m	$802.9M
ASPIRIANT, LLC RIA/Wealth	Robert Joseph Francais CEO	0.80% $26.0M	114.7K shares	Q2 2020 Held for 5y 5m	$3.3B
North Berkeley Wealth Management, LLC RIA/Wealth	Catherine Mary Mathis President	0.64% $808.1K	3.6K shares	Q4 2024 Held for 11 months	$126.7M
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	0.62% $293.2M	1.3M shares	Q4 2020 Held for 4y 11m	$47.3B
A ALLIANZ SE Institution	-	0.49% $23.3M	102.5K shares	Q1 2024 Held for 1y 8m	$4.7B
Plum Street Advisors, LLC RIA/Wealth	David Dirks Partner	0.43% $1.1M	4.9K shares	Q4 2023 Held for 1y 11m	$259.0M
GOULD ASSET MANAGEMENT LLC /CA/ RIA/Wealth	Donald Paul Gould President	0.40% $2.2M	9.5K shares	Q4 2016 Held for 8y 11m	$538.3M

Hedge Fund Spotlight

Discover hedge funds investing in CRBN

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in iShares MSCI ACWI Low Carbon Target

Market Value: $1.7M
Shares Held: 7.3K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%