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iShares Low Carbon Optimized MSCI ACWI ETF

131 hedge funds and large institutions have $729M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

84% more capital invested

Capital invested by funds: $397M → $729M (+$332M)

16.05% more ownership

Funds ownership: 38.37%54.42% (+16%)

16% more funds holding

Funds holding: 113131 (+18)

Holders
131
Holders Change
+18
Holders Change %
+15.93%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
44
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Clearstead Advisors
Ohio
$585K +$578K +3,364 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$559K +$67.8K +395 +14%
NA
53
Nottingham Advisors
New York
$553K +$91.5K +533 +20%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$515K -$1.72K -10 -0.3%
DAS
55
Dynamic Advisor Solutions
Arizona
$488K -$185K -1,079 -28%
BSW
56
Buckingham Strategic Wealth
Missouri
$488K +$10.6K +62 +2%
Cerity Partners
57
Cerity Partners
New York
$468K
HighTower Advisors
58
HighTower Advisors
Illinois
$461K +$1.37K +8 +0.3%
HPWM
59
Highland Private Wealth Management
Washington
$457K
HFS
60
Howard Financial Services
Texas
$374K
Citadel Advisors
61
Citadel Advisors
Florida
$357K -$3.32M -19,318 -90%
WI
62
WrapManager Inc
California
$356K +$18.4K +107 +6%
C
63
Certuity
Florida
$349K
BRWA
64
B. Riley Wealth Advisors
Florida
$346K -$343 -2 -0.1%
KL
65
KilterHowling LLC
Colorado
$342K +$338K +1,967 New
MML Investors Services
66
MML Investors Services
Massachusetts
$334K +$9.79K +57 +3%
BlackRock
67
BlackRock
New York
$333K
TPCW
68
TD Private Client Wealth
New York
$322K -$8.24K -48 -3%
IFAM
69
Institutional & Family Asset Management
Colorado
$314K +$4.12K +24 +1%
GEM
70
Global Endowment Management
North Carolina
$308K
Creative Planning
71
Creative Planning
Kansas
$303K +$2.4K +14 +0.8%
GSWM
72
Golden State Wealth Management
California
$302K +$298K +1,736 New
ZAM
73
Zevin Asset Management
Massachusetts
$281K
AAS
74
Ameritas Advisory Services
Nebraska
$273K +$269K +1,569 New
RJFSA
75
Raymond James Financial Services Advisors
Florida
$271K -$2.06K -12 -0.8%

CRBN Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2021, worth a combined $729M — up 84% from $397M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CRBN positions and 9 closed out — a net gain of 19 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Betterment LLC, adding an estimated $21.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $9.24M sold.

  • 131 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $729M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2021, up 84% quarter-over-quarter.
  • 28 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2021 and 9 closed out, a net change of +19 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2021 was Betterment LLC, an estimated $21.7M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2021 was Flow Traders U.S., an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2021.