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iShares Low Carbon Optimized MSCI ACWI ETF

103 hedge funds and large institutions have $372M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $333M → $372M (+$38.8M)

1.93% more ownership

Funds ownership: 40.16%42.09% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 111103 (-8)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
103
Holders Change
-8
Holders Change %
-7.21%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
27
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
51
Certuity
Florida
$297K
WBG
52
Wharton Business Group
Pennsylvania
$288K +$46.4K +320 +20%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$286K +$8.42K +58 +3%
HFS
54
Howard Financial Services
Texas
$275K -$5.8K -40 -2%
MML Investors Services
55
MML Investors Services
Massachusetts
$267K -$9.43K -65 -3%
ASN
56
Advisory Services Network
Georgia
$249K -$488K -3,360 -67%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$247K
WI
58
WrapManager Inc
California
$238K -$13.1K -90 -5%
AAS
59
Ameritas Advisory Services
Nebraska
$236K +$10.9K +75 +5%
KL
60
KilterHowling LLC
Colorado
$233K +$1.45K +10 +0.6%
WP
61
Westmount Partners
California
$232K +$228K +1,571 New
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$229K -$28.6K -197 -11%
AWS
63
Atria Wealth Solutions
New York
$226K -$2.9K -20 -1%
RJA
64
Raymond James & Associates
Florida
$220K -$302K -2,081 -58%
Cerity Partners
65
Cerity Partners
New York
$204K +$201K +1,382 New
NA
66
Nottingham Advisors
New York
$203K -$21.6K -149 -10%
IFAM
67
Institutional & Family Asset Management
Colorado
$202K -$6.53K -45 -3%
LF
68
Lee Financial
Texas
$137K
CWP
69
Concord Wealth Partners
Virginia
$135K -$20.5K -141 -13%
US Bancorp
70
US Bancorp
Minnesota
$131K
CIA
71
Choate Investment Advisors
Massachusetts
$109K
BFEC
72
Benjamin F. Edwards & Company
Missouri
$95K -$23.9K -165 -20%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$91.3K -$25.4K -175 -22%
PP
74
PrairieView Partners
Minnesota
$85K
PG
75
Proffitt & Goodson
Tennessee
$81.4K

CRBN Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2023, worth a combined $372M — up 12% from $333M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CRBN and 6 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 27 added.

The largest buyer was Flow Traders U.S., adding an estimated $17.2M. The largest seller was JP Morgan Chase, cutting an estimated $1.6M.

  • 103 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $372M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 6 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2023 and 14 closed out, a net change of -8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2023 was Flow Traders U.S., an estimated $17.2M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2023 was JP Morgan Chase, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2023.