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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

127 hedge funds and large institutions have $506M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

5% more funds holding

Funds holding: 121 → 127 (+6)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

0.73% more ownership

Funds ownership: 51.5% → 52.23% (+0.73%)

3% less capital invested

Capital invested by funds: $520M → $506M (-$14.5M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
42
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.8M
2
Betterment LLC
Betterment LLC
New York
+$1.79M
3
AL
Aspiriant LLC
California
+$1.16M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$456K
5
Osaic Holdings
Osaic Holdings
Arizona
+$328K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.84M
2
FTUS
Flow Traders U.S.
New York
-$2.84M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.12M
4
UBS Group
UBS Group
Switzerland
-$1.13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$993K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
26
Gould Asset Management
California
$1.94M -$9.88K -50 -0.5%
UOMF
27
University of Maryland Foundation
Maryland
$1.94M – – –
GI
28
Gradient Investments
Minnesota
$1.89M +$39.5K +200 +2%
VHAM
29
Van Hulzen Asset Management
California
$1.68M +$59.6K +302 +4%
AFG
30
Albion Financial Group
Utah
$1.51M +$12.4K +63 +0.8%
SAM
31
Smartleaf Asset Management
Massachusetts
$1.51M +$317K +1,607 +26%
CPCM
32
Cardinal Point Capital Management
Ontario, Canada
$1.33M +$45.4K +230 +3%
Creative Planning
33
Creative Planning
Kansas
$1.25M +$62.6K +317 +5%
GT
34
Glenmede Trust
Pennsylvania
$1.12M -$759K -3,844 -40%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.06M +$131K +663 +14%
LRWA
36
Long Run Wealth Advisors
New York
$1.03M -$44K -223 -4%
PSA
37
Plum Street Advisors
Louisiana
$1.01M -$198 -1 -0%
SPIA
38
Steward Partners Investment Advisory
New York
$1,000K -$172K -871 -14%
BDFN
39
Bond & Devick Financial Network
Minnesota
$978K – – –
Northern Trust
40
Northern Trust
Illinois
$971K +$3.75K +19 +0.4%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$916K +$37.3K +189 +4%
RWM
42
Ritholtz Wealth Management
New York
$909K -$242K -1,225 -21%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$890K +$7.31K +37 +0.8%
DL
44
DOHJ LLC
Washington
$856K +$23.5K +119 +3%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$802K +$456K +2,308 +126%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$791K -$395 -2 -0%
Raymond James Financial
47
Raymond James Financial
Florida
$739K +$754K +3,817 New
WP
48
Westmount Partners
California
$739K +$21.7K +110 +3%
MMA
49
Miracle Mile Advisors
California
$693K -$74.7K -378 -10%
ECM
50
Evergreen Capital Management
Washington
$690K – – –
1
2
3 4 5

CRBN Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2024, worth a combined $506M — down 2.8% from $520M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CRBN positions and 7 closed out — a net gain of 8 holders — while 42 added to existing stakes and 41 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.8M. The largest seller was Jane Street, cutting an estimated $5.84M.

  • 127 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2024, up from 121 in Q3 2024.
  • Funds reported $506M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
  • 15 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2024 was Citadel Advisors, an estimated $1.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2024 was Jane Street, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2024.