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iShares Low Carbon Optimized MSCI ACWI ETF

113 hedge funds and large institutions have $397M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

15% more capital invested

Capital invested by funds: $346M → $397M (+$51.6M)

4% more funds holding

Funds holding: 109113 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.26% less ownership

Funds ownership: 41.63%38.37% (-3.3%)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
38
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UOMF
26
University of Maryland Foundation
Maryland
$1.64M
GT
27
Glenmede Trust
Pennsylvania
$1.58M +$11K +65 +0.7%
LPL Financial
28
LPL Financial
California
$1.55M +$567K +3,364 +55%
ED
29
Exane Derivatives
France
$1.51M +$784K +4,649 +103%
SC
30
Scotia Capital
Ontario, Canada
$1.27M -$3.37K -20 -0.3%
VHAM
31
Van Hulzen Asset Management
California
$1.09M +$61.9K +367 +6%
GAM
32
Gould Asset Management
California
$965K +$843 +5 +0.1%
SPIA
33
Steward Partners Investment Advisory
New York
$955K +$23.6K +140 +2%
Wells Fargo
34
Wells Fargo
California
$861K +$110K +652 +14%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$818K -$251K -1,487 -23%
FHA
36
First Horizon Advisors
Tennessee
$735K +$54.6K +324 +8%
Wealthfront Advisers
37
Wealthfront Advisers
California
$692K +$710K +4,209 New
PAG
38
Private Advisor Group
New Jersey
$678K +$696K +4,126 New
BDFN
39
Bond & Devick Financial Network
Minnesota
$654K -$8.26K -49 -1%
DAS
40
Dynamic Advisor Solutions
Arizona
$638K -$12.1K -72 -2%
PWP
41
Personal Wealth Partners
Minnesota
$604K
MLIC
42
Mandatum Life Insurance Company
Finland
$599K -$272K -1,612 -31%
CFSG
43
Community Financial Services Group
Vermont
$593K +$54.8K +325 +10%
PG
44
Patten Group
Tennessee
$588K -$15.5K -92 -3%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$488K -$16.7K -99 -3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$463K +$35.8K +212 +8%
BSW
47
Buckingham Strategic Wealth
Missouri
$451K
Cerity Partners
48
Cerity Partners
New York
$442K
NA
49
Nottingham Advisors
New York
$435K -$239K -1,420 -35%
HighTower Advisors
50
HighTower Advisors
Illinois
$434K +$36.4K +216 +9%

CRBN Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2021, worth a combined $397M — up 15% from $346M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CRBN positions and 4 closed out — a net gain of 6 holders — while 38 added to existing stakes and 26 trimmed.

The largest buyer was Betterment LLC, adding an estimated $27.4M. The largest seller was Bank of America, cutting an estimated $1.49M.

  • 113 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2021, up from 109 in Q2 2021.
  • Funds reported $397M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2021, up 15% quarter-over-quarter.
  • 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2021 and 4 closed out, a net change of +6 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2021 was Betterment LLC, an estimated $27.4M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2021 was Bank of America, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2021.