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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

118 hedge funds and large institutions have $475M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

2% more capital invested

Capital invested by funds: $464M → $475M (+$11M)

0.1% more ownership

Funds ownership: 49.72% → 49.82% (+0.1%)

0% more funds holding

Funds holding: 118 → 118 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
118
Holders Change
–
Holders Change %
0%
% 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
11
Increased
41
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$10.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.51M
3
S
Sunpointe
Missouri
+$1.95M
4
AL
Aspiriant LLC
California
+$1.57M
5
Morgan Stanley
Morgan Stanley
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$7.24M
2
RVPG
Relative Value Partners Group
-$2.65M
3
JP Morgan Chase
JP Morgan Chase
New York
-$810K
4
Comerica Bank
Comerica Bank
Texas
-$571K
5
WGCA
Wolf Group Capital Advisors
Virginia
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
26
Glenmede Trust
Pennsylvania
$1.8M -$25.4K -142 -1%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$1.77M -$14.3K -80 -0.8%
GI
28
Gradient Investments
Minnesota
$1.77M +$18.6K +104 +1%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.7M -$122K -684 -7%
FTUS
30
Flow Traders U.S.
New York
$1.46M -$7.24M -40,498 -84%
AFG
31
Albion Financial Group
Utah
$1.42M -$4.83K -27 -0.3%
VHAM
32
Van Hulzen Asset Management
California
$1.3M +$78.2K +437 +7%
CPCM
33
Cardinal Point Capital Management
Ontario, Canada
$1.22M +$57.2K +320 +5%
SAM
34
Smartleaf Asset Management
Massachusetts
$1.14M -$75.1K -420 -6%
RWM
35
Ritholtz Wealth Management
New York
$1.13M -$165K -924 -13%
Creative Planning
36
Creative Planning
Kansas
$1.12M -$24.5K -137 -2%
SPIA
37
Steward Partners Investment Advisory
New York
$1.11M – – –
LRWA
38
Long Run Wealth Advisors
New York
$1.01M -$187K -1,046 -16%
PSA
39
Plum Street Advisors
Louisiana
$971K +$10.2K +57 +1%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$952K +$92.7K +518 +11%
Northern Trust
41
Northern Trust
Illinois
$915K – – –
BDFN
42
Bond & Devick Financial Network
Minnesota
$866K -$11.1K -62 -1%
ECM
43
Evergreen Capital Management
Washington
$840K – – –
BSW
44
Buckingham Strategic Wealth
Missouri
$829K +$147K +820 +22%
HighTower Advisors
45
HighTower Advisors
Illinois
$802K +$10.7K +60 +1%
Citadel Advisors
46
Citadel Advisors
Florida
$785K +$96.6K +540 +14%
MMA
47
Miracle Mile Advisors
California
$725K -$5.37K -30 -0.8%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$710K +$23.8K +133 +4%
Comerica Bank
49
Comerica Bank
Texas
$629K -$571K -3,190 -48%
WP
50
Westmount Partners
California
$616K +$87.8K +491 +17%
1
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CRBN Hedge Fund Activity: Q2 2024 in Review

118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2024, worth a combined $475M — up 2.4% from $464M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRBN positions and 10 closed out — a net gain of 1 holder — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Flow Traders U.S., cutting an estimated $7.24M.

  • 118 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $475M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2024 was Jane Street, an estimated $10.6M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2024 was Flow Traders U.S., an estimated $7.24M sold.

Based on aggregated 13F filings for Q2 2024.