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iShares Low Carbon Optimized MSCI ACWI ETF

103 hedge funds and large institutions have $372M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $333M → $372M (+$38.8M)

1.93% more ownership

Funds ownership: 40.16%42.09% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 111103 (-8)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
103
Holders Change
-8
Holders Change %
-7.21%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
27
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
Gradient Investments
Minnesota
$1.52M -$177K -1,219 -11%
GT
27
Glenmede Trust
Pennsylvania
$1.48M -$142K -980 -9%
UOMF
28
University of Maryland Foundation
Maryland
$1.48M
GAM
29
Gould Asset Management
California
$1.42M
Wealthfront Advisers
30
Wealthfront Advisers
California
$1.37M +$11K +76 +0.8%
LRWA
31
Long Run Wealth Advisors
New York
$1.13M -$22.8K -157 -2%
RWM
32
Ritholtz Wealth Management
New York
$1.11M -$19.6K -135 -2%
CPCM
33
Cardinal Point Capital Management
Ontario, Canada
$949K +$56.6K +390 +6%
CPWMP
34
Cardinal Point Wealth Management Partners
California
$949K +$56.6K +390 +6%
Creative Planning
35
Creative Planning
Kansas
$932K -$69.9K -482 -7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$924K +$70.7K +487 +8%
SPIA
37
Steward Partners Investment Advisory
New York
$923K
VHAM
38
Van Hulzen Asset Management
California
$821K +$43.5K +300 +6%
HighTower Advisors
39
HighTower Advisors
Illinois
$713K +$7.26K +50 +1%
BDFN
40
Bond & Devick Financial Network
Minnesota
$584K
PAG
41
Private Advisor Group
New Jersey
$507K -$46K -317 -8%
BSW
42
Buckingham Strategic Wealth
Missouri
$505K
CAN
43
Cetera Advisor Networks
California
$488K +$208K +1,434 +77%
PG
44
Patten Group
Tennessee
$479K -$1.74K -12 -0.4%
CA
45
Clearstead Advisors
Ohio
$378K
Baird Financial Group
46
Baird Financial Group
Wisconsin
$378K
WGCA
47
Wolf Group Capital Advisors
Virginia
$336K +$871 +6 +0.3%
TPCW
48
TD Private Client Wealth
New York
$320K +$24.5K +169 +8%
BlackRock
49
BlackRock
New York
$309K +$18.4K +127 +6%
Wells Fargo
50
Wells Fargo
California
$302K +$9.72K +67 +3%

CRBN Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2023, worth a combined $372M — up 12% from $333M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CRBN and 6 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 27 added.

The largest buyer was Flow Traders U.S., adding an estimated $17.2M. The largest seller was JP Morgan Chase, cutting an estimated $1.6M.

  • 103 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $372M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 6 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2023 and 14 closed out, a net change of -8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2023 was Flow Traders U.S., an estimated $17.2M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2023 was JP Morgan Chase, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2023.