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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

111 hedge funds and large institutions have $333M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $310M → $333M (+$23M)

2% more funds holding

Funds holding: 109 → 111 (+2)

0.87% more ownership

Funds ownership: 39.29% → 40.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
32
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$12.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.53M
3
PWA
Phoenix Wealth Advisors
North Carolina
+$1.44M
4
RVPG
Relative Value Partners Group
+$1.06M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$5.45M
2
Jane Street
Jane Street
New York
-$3.85M
3
ASN
Advisory Services Network
Georgia
-$1.69M
4
V
Veritable
Delaware
-$928K
5
Brown Advisory
Brown Advisory
Maryland
-$762K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
26
Glenmede Trust
Pennsylvania
$1.52M +$26.2K +191 +2%
PWA
27
Phoenix Wealth Advisors
North Carolina
$1.45M +$1.44M +10,504 New
UOMF
28
University of Maryland Foundation
Maryland
$1.38M – – –
GAM
29
Gould Asset Management
California
$1.32M +$271K +1,975 +26%
Wealthfront Advisers
30
Wealthfront Advisers
California
$1.27M +$13.7K +100 +1%
LRWA
31
Long Run Wealth Advisors
New York
$1.08M +$135K +982 +14%
RVPG
32
Relative Value Partners Group
$1.07M +$1.06M +7,766 New
RWM
33
Ritholtz Wealth Management
New York
$1.06M -$43K -314 -4%
Creative Planning
34
Creative Planning
Kansas
$937K +$706K +5,154 +316%
SPIA
35
Steward Partners Investment Advisory
New York
$862K – – –
CPWMP
36
Cardinal Point Wealth Management Partners
California
$832K +$569K +4,150 +221%
CPCM
37
Cardinal Point Capital Management
Ontario, Canada
$832K +$826K +6,025 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$796K +$238K +1,733 +43%
VHAM
39
Van Hulzen Asset Management
California
$725K +$11.9K +87 +2%
ASN
40
Advisory Services Network
Georgia
$697K -$1.69M -12,339 -71%
HighTower Advisors
41
HighTower Advisors
Illinois
$658K +$316K +2,306 +94%
BDFN
42
Bond & Devick Financial Network
Minnesota
$545K – – –
BSW
43
Buckingham Strategic Wealth
Missouri
$505K – – –
RJA
44
Raymond James & Associates
Florida
$493K -$14.3K -104 -3%
PG
45
Patten Group
Tennessee
$449K -$4.11K -30 -0.9%
PAG
46
Private Advisor Group
New Jersey
$446K -$10K -73 -2%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$353K – – –
CA
48
Clearstead Advisors
Ohio
$353K -$117K -853 -25%
WGCA
49
Wolf Group Capital Advisors
Virginia
$313K +$2.33K +17 +0.8%
C
50
Certuity
Florida
$277K – – –
1
2
3 4 5

CRBN Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2022, worth a combined $333M — up 7.4% from $310M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CRBN positions and 14 closed out — a net gain of 3 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Betterment LLC, adding an estimated $12.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.45M.

  • 111 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $333M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 17 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2022 and 14 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2022 was Betterment LLC, an estimated $12.1M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2022 was Flow Traders U.S., an estimated $5.45M sold.

Based on aggregated 13F filings for Q4 2022.