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iShares Low Carbon Optimized MSCI ACWI ETF

105 hedge funds and large institutions have $397M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $372M → $397M (+$25.5M)

3.66% more ownership

Funds ownership: 42.09%45.75% (+3.7%)

2% more funds holding

Funds holding: 103105 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
51
Brighton Jones LLC
Washington
$345K +$333K +2,208 New
TPCW
52
TD Private Client Wealth
New York
$333K -$5.13K -34 -2%
MML Investors Services
53
MML Investors Services
Massachusetts
$329K +$45.3K +300 +17%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$327K +$81K +537 +35%
BlackRock
55
BlackRock
New York
$326K
C
56
Certuity
Florida
$317K +$2.87K +19 +0.9%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$311K +$48.1K +319 +19%
WBG
58
Wharton Business Group
Pennsylvania
$305K
Wells Fargo
59
Wells Fargo
California
$303K -$16K -106 -5%
HFS
60
Howard Financial Services
Texas
$288K -$3.47K -23 -1%
WI
61
WrapManager Inc
California
$249K -$2.56K -17 -1%
KL
62
KilterHowling LLC
Colorado
$249K +$2.56K +17 +1%
ASN
63
Advisory Services Network
Georgia
$241K -$21.7K -144 -9%
AWS
64
Atria Wealth Solutions
New York
$239K +$905 +6 +0.4%
NA
65
Nottingham Advisors
New York
$216K +$604 +4 +0.3%
IFAM
66
Institutional & Family Asset Management
Colorado
$214K +$755 +5 +0.4%
AWA
67
Aaron Wealth Advisors
Illinois
$209K +$201K +1,334 New
UCFA
68
United Capital Financial Advisors
Texas
$207K +$200K +1,324 New
RJA
69
Raymond James & Associates
Florida
$205K -$26.7K -177 -12%
MFG
70
Merit Financial Group
Georgia
$200K +$193K +1,280 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$178K +$164K +1,084 +1,971%
CWP
72
Concord Wealth Partners
Virginia
$152K +$9.66K +64 +7%
US Bancorp
73
US Bancorp
Minnesota
$138K
CIA
74
Choate Investment Advisors
Massachusetts
$115K
BFEC
75
Benjamin F. Edwards & Company
Missouri
$100K -$453 -3 -0.5%

CRBN Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2023, worth a combined $397M — up 6.9% from $372M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRBN positions and 8 closed out — a net gain of 3 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Desjardins Global Asset Management, opening a new position worth an estimated $3.99M. The largest seller was Flow Traders U.S., cutting an estimated $2.63M.

  • 105 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $397M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2023 and 8 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2023 was Desjardins Global Asset Management, an estimated $3.99M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2023 was Flow Traders U.S., an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2023.