We are live on ! Find out more
CRBN icon

iShares Low Carbon Optimized MSCI ACWI ETF

105 hedge funds and large institutions have $397M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $372M → $397M (+$25.5M)

3.66% more ownership

Funds ownership: 42.09%45.75% (+3.7%)

2% more funds holding

Funds holding: 103105 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.84M +$35.3K +234 +2%
UOMF
27
University of Maryland Foundation
Maryland
$1.56M
Wealthfront Advisers
28
Wealthfront Advisers
California
$1.55M +$98.8K +655 +7%
GI
29
Gradient Investments
Minnesota
$1.5M -$105K -698 -7%
GAM
30
Gould Asset Management
California
$1.5M
GT
31
Glenmede Trust
Pennsylvania
$1.48M
RWM
32
Ritholtz Wealth Management
New York
$1.17M -$12.2K -81 -1%
LRWA
33
Long Run Wealth Advisors
New York
$1.17M -$32.1K -213 -3%
CPCM
34
Cardinal Point Capital Management
Ontario, Canada
$1M -$3.02K -20 -0.3%
Creative Planning
35
Creative Planning
Kansas
$986K
SPIA
36
Steward Partners Investment Advisory
New York
$976K
VHAM
37
Van Hulzen Asset Management
California
$958K +$87.8K +582 +10%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$952K -$23.8K -158 -3%
Northern Trust
39
Northern Trust
Illinois
$781K +$754K +4,995 New
HighTower Advisors
40
HighTower Advisors
Illinois
$753K
ECM
41
Evergreen Capital Management
Washington
$717K +$692K +4,585 New
BDFN
42
Bond & Devick Financial Network
Minnesota
$697K +$77.3K +512 +13%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$611K +$297K +1,970 +102%
BSW
44
Buckingham Strategic Wealth
Missouri
$579K +$6.49K +43 +1%
PAG
45
Private Advisor Group
New Jersey
$522K -$26.9K -178 -5%
PG
46
Patten Group
Tennessee
$459K -$45.3K -300 -9%
WGCA
47
Wolf Group Capital Advisors
Virginia
$432K +$89.6K +594 +26%
CA
48
Clearstead Advisors
Ohio
$399K
Baird Financial Group
49
Baird Financial Group
Wisconsin
$399K
WP
50
Westmount Partners
California
$361K +$111K +734 +47%

CRBN Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2023, worth a combined $397M — up 6.9% from $372M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRBN positions and 8 closed out — a net gain of 3 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Desjardins Global Asset Management, opening a new position worth an estimated $3.99M. The largest seller was Flow Traders U.S., cutting an estimated $2.63M.

  • 105 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $397M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2023 and 8 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2023 was Desjardins Global Asset Management, an estimated $3.99M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2023 was Flow Traders U.S., an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2023.