We are live on ! Find out more
CRBN icon

iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

118 hedge funds and large institutions have $464M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

4% more funds holding

Funds holding: 113 → 118 (+5)

5% more capital invested

Capital invested by funds: $443M → $464M (+$20.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.79% less ownership

Funds ownership: 51.5% → 49.72% (-1.8%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
32
Reduced
36
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.42M
2
Betterment LLC
Betterment LLC
New York
+$3.13M
3
AL
Aspiriant LLC
California
+$1.93M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$614K
5
TI
Truepoint Inc
Ohio
+$362K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32.8M
2
Jane Street
Jane Street
New York
-$4.54M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.35M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.34M
5
UBS Group
UBS Group
Switzerland
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
UOMF
26
University of Maryland Foundation
Maryland
$1.79M – – –
GT
27
Glenmede Trust
Pennsylvania
$1.79M +$88.1K +514 +5%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.79M -$146K -855 -8%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.75M -$492K -2,874 -23%
GI
30
Gradient Investments
Minnesota
$1.72M +$49.2K +287 +3%
AFG
31
Albion Financial Group
Utah
$1.4M – – –
RWM
32
Ritholtz Wealth Management
New York
$1.27M -$11.8K -69 -1%
VHAM
33
Van Hulzen Asset Management
California
$1.2M -$17K -99 -1%
SAM
34
Smartleaf Asset Management
Massachusetts
$1.19M -$19.5K -114 -2%
Comerica Bank
35
Comerica Bank
Texas
$1.19M – – –
LRWA
36
Long Run Wealth Advisors
New York
$1.18M -$31.2K -182 -3%
CPCM
37
Cardinal Point Capital Management
Ontario, Canada
$1.13M +$3.43K +20 +0.3%
Creative Planning
38
Creative Planning
Kansas
$1.12M +$24.2K +141 +2%
SPIA
39
Steward Partners Investment Advisory
New York
$1.08M +$17.1K +100 +2%
PSA
40
Plum Street Advisors
Louisiana
$1.03M -$122K -714 -12%
Northern Trust
41
Northern Trust
Illinois
$897K – – –
BDFN
42
Bond & Devick Financial Network
Minnesota
$859K -$514 -3 -0.1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$840K -$2.23K -13 -0.3%
ECM
44
Evergreen Capital Management
Washington
$823K – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$775K -$76.2K -445 -9%
MMA
46
Miracle Mile Advisors
California
$715K -$44.2K -258 -6%
Citadel Advisors
47
Citadel Advisors
Florida
$672K -$2.34M -13,684 -79%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$671K +$32.7K +191 +5%
BSW
49
Buckingham Strategic Wealth
Missouri
$665K – – –
WP
50
Westmount Partners
California
$515K +$20.7K +121 +4%
1
2
3 4 5

CRBN Hedge Fund Activity: Q1 2024 in Review

118 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2024, worth a combined $464M — up 4.7% from $443M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CRBN positions and 5 closed out — a net gain of 7 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $4.42M. The largest seller was Morgan Stanley, cutting an estimated $32.8M.

  • 118 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2024, up from 113 in Q4 2023.
  • Funds reported $464M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 12 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $4.42M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2024 was Morgan Stanley, an estimated $32.8M sold.

Based on aggregated 13F filings for Q1 2024.