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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

131 hedge funds and large institutions have $729M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

84% more capital invested

Capital invested by funds: $397M → $729M (+$332M)

16.05% more ownership

Funds ownership: 38.37% → 54.42% (+16%)

16% more funds holding

Funds holding: 113 → 131 (+18)

Holders
131
Holders Change
+18
Holders Change %
+15.93%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
44
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$21.7M
2
Jane Street
Jane Street
New York
+$15.6M
3
BWP
BSW Wealth Partners
Colorado
+$2.48M
4
SC
Sepio Capital
Utah
+$2.4M
5
SG
StoneX Group
New York
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$9.24M
2
TA
Tiedemann Advisors
New York
-$6.12M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$4.69M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.32M
5
Bank of America
Bank of America
North Carolina
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
26
StoneX Group
New York
$1.91M +$1.89M +11,006 New
SCM
27
Stonehearth Capital Management
Massachusetts
$1.86M -$198K -1,153 -10%
RWM
28
Ritholtz Wealth Management
New York
$1.77M -$263K -1,530 -13%
ED
29
Exane Derivatives
France
$1.76M +$166K +968 +11%
UOMF
30
University of Maryland Foundation
Maryland
$1.74M – – –
SC
31
Scotia Capital
Ontario, Canada
$1.33M -$10.3K -60 -0.8%
KWM
32
Kingsview Wealth Management
Oregon
$1.23M +$1.22M +7,094 New
VHAM
33
Van Hulzen Asset Management
California
$1.17M +$16.5K +96 +1%
SPIA
34
Steward Partners Investment Advisory
New York
$1.08M +$72.8K +424 +7%
LRWA
35
Long Run Wealth Advisors
New York
$1.02M +$1.01M +5,866 New
GAM
36
Gould Asset Management
California
$956K -$65.2K -380 -6%
Wells Fargo
37
Wells Fargo
California
$952K +$39.7K +231 +4%
TAM
38
Trillium Asset Management
Massachusetts
$938K +$926K +5,393 New
Wealthfront Advisers
39
Wealthfront Advisers
California
$935K +$200K +1,164 +28%
CFSG
40
Community Financial Services Group
Vermont
$917K +$286K +1,665 +46%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$862K -$4.12K -24 -0.5%
W
42
Wealthsimple
Ontario, Canada
$855K +$844K +4,915 New
FHA
43
First Horizon Advisors
Tennessee
$783K +$4.98K +29 +0.6%
PAG
44
Private Advisor Group
New Jersey
$760K +$41.5K +242 +6%
BDFN
45
Bond & Devick Financial Network
Minnesota
$692K – – –
WGCA
46
Wolf Group Capital Advisors
Virginia
$650K +$641K +3,736 New
PWP
47
Personal Wealth Partners
Minnesota
$640K – – –
MLIC
48
Mandatum Life Insurance Company
Finland
$634K – – –
PG
49
Patten Group
Tennessee
$629K +$5.49K +32 +0.9%
RJA
50
Raymond James & Associates
Florida
$608K +$600K +3,492 New
1
2
3 4 5

CRBN Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2021, worth a combined $729M — up 84% from $397M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CRBN positions and 9 closed out — a net gain of 19 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Betterment LLC, adding an estimated $21.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $9.24M sold.

  • 131 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $729M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2021, up 84% quarter-over-quarter.
  • 28 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2021 and 9 closed out, a net change of +19 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2021 was Betterment LLC, an estimated $21.7M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2021 was Flow Traders U.S., an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2021.