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iShares Low Carbon Optimized MSCI ACWI ETF

111 hedge funds and large institutions have $333M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $310M → $333M (+$23M)

2% more funds holding

Funds holding: 109111 (+2)

0.87% more ownership

Funds ownership: 39.29%40.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
32
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
51
TD Private Client Wealth
New York
$276K -$21.9K -160 -7%
Wells Fargo
52
Wells Fargo
California
$273K -$62.8K -458 -19%
BlackRock
53
BlackRock
New York
$271K -$25.8K -188 -9%
HFS
54
Howard Financial Services
Texas
$263K -$15.9K -116 -6%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$259K -$188K -1,373 -42%
MML Investors Services
56
MML Investors Services
Massachusetts
$259K -$10.1K -74 -4%
GEM
57
Global Endowment Management
North Carolina
$258K
CAN
58
Cetera Advisor Networks
California
$258K +$255K +1,864 New
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$241K -$47K -343 -16%
WI
60
WrapManager Inc
California
$235K -$18.6K -136 -7%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$231K +$46.5K +339 +25%
WBG
62
Wharton Business Group
Pennsylvania
$225K +$223K +1,630 New
KL
63
KilterHowling LLC
Colorado
$216K +$214K +1,564 New
AWS
64
Atria Wealth Solutions
New York
$213K +$212K +1,545 New
NA
65
Nottingham Advisors
New York
$210K -$27.4K -200 -12%
AAS
66
Ameritas Advisory Services
Nebraska
$208K +$206K +1,503 New
UCFA
67
United Capital Financial Advisors
Texas
$202K +$201K +1,464 New
IFAM
68
Institutional & Family Asset Management
Colorado
$195K +$274 +2 +0.1%
CWP
69
Concord Wealth Partners
Virginia
$145K +$144K +1,052 New
LF
70
Lee Financial
Texas
$128K -$304K -2,221 -71%
US Bancorp
71
US Bancorp
Minnesota
$122K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$113K
BFEC
73
Benjamin F. Edwards & Company
Missouri
$111K -$274 -2 -0.2%
FCB
74
First Command Bank
Texas
$102K
FCFS
75
First Command Financial Services
Texas
$102K

CRBN Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2022, worth a combined $333M — up 7.4% from $310M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CRBN positions and 14 closed out — a net gain of 3 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Betterment LLC, adding an estimated $12.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.45M.

  • 111 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $333M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 17 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2022 and 14 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2022 was Betterment LLC, an estimated $12.1M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2022 was Flow Traders U.S., an estimated $5.45M sold.

Based on aggregated 13F filings for Q4 2022.