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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

121 hedge funds and large institutions have $520M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $475M → $520M (+$45.3M)

3% more funds holding

Funds holding: 118 → 121 (+3)

1.68% more ownership

Funds ownership: 49.82% → 51.5% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
33
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$4.65M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.26M
3
CCM
Coldstream Capital Management
Washington
+$3.46M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.29M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.63M
2
S
Sunpointe
Missouri
-$2M
3
Morgan Stanley
Morgan Stanley
New York
-$1.86M
4
AL
Aspiriant LLC
California
-$1.33M
5
UBS Group
UBS Group
Switzerland
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
UOMF
26
University of Maryland Foundation
Maryland
$1.96M – – –
GT
27
Glenmede Trust
Pennsylvania
$1.89M -$42K -224 -2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.88M – – –
GI
29
Gradient Investments
Minnesota
$1.88M -$15.9K -85 -0.9%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.81M -$13.3K -71 -0.8%
VHAM
31
Van Hulzen Asset Management
California
$1.64M +$235K +1,253 +18%
Citadel Advisors
32
Citadel Advisors
Florida
$1.58M +$706K +3,767 +88%
AFG
33
Albion Financial Group
Utah
$1.52M – – –
CPCM
34
Cardinal Point Capital Management
Ontario, Canada
$1.3M – – –
SAM
35
Smartleaf Asset Management
Massachusetts
$1.21M -$12K -64 -1%
Creative Planning
36
Creative Planning
Kansas
$1.2M – – –
SPIA
37
Steward Partners Investment Advisory
New York
$1.18M – – –
RWM
38
Ritholtz Wealth Management
New York
$1.16M -$44.6K -238 -4%
LRWA
39
Long Run Wealth Advisors
New York
$1.08M +$3.38K +18 +0.3%
PSA
40
Plum Street Advisors
Louisiana
$1.03M -$10.7K -57 -1%
Northern Trust
41
Northern Trust
Illinois
$980K – – –
BDFN
42
Bond & Devick Financial Network
Minnesota
$978K +$49.5K +264 +6%
HighTower Advisors
43
HighTower Advisors
Illinois
$947K +$83.4K +445 +10%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$894K -$119K -637 -12%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$891K +$852K +4,543 New
DL
46
DOHJ LLC
Washington
$839K +$340K +1,816 +73%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$802K +$40.7K +217 +6%
MMA
48
Miracle Mile Advisors
California
$776K +$562 +3 +0.1%
WP
49
Westmount Partners
California
$727K +$64.7K +345 +10%
ECM
50
Evergreen Capital Management
Washington
$699K -$191K -1,019 -22%
1
2
3 4 5

CRBN Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2024, worth a combined $520M — up 9.5% from $475M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CRBN positions and 4 closed out — a net gain of 6 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Betterment LLC, adding an estimated $4.65M. The largest seller was Bank of Montreal, cutting an estimated $2.63M.

  • 121 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2024, up from 118 in Q2 2024.
  • Funds reported $520M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2024 and 4 closed out, a net change of +6 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2024 was Betterment LLC, an estimated $4.65M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2024 was Bank of Montreal, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2024.