iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
121 hedge funds and large institutions have $520M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $475M → $520M (+$45.3M)
3% more funds holding
Funds holding: 118 → 121 (+3)
1.68% more ownership
Funds ownership: 49.82% → 51.5% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$4.65M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.26M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$3.46M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$2.29M |
| 5 |
JP Morgan Chase
New York
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.63M |
| 2 |
S
Sunpointe
St. Louis,
Missouri
|
-$2M |
| 3 |
Morgan Stanley
New York
|
-$1.86M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$1.33M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$569K |
CRBN Hedge Fund Activity: Q3 2024 in Review
121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2024, worth a combined $520M — up 9.5% from $475M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CRBN positions and 4 closed out — a net gain of 6 holders — while 33 added to existing stakes and 33 trimmed.
The largest buyer was Betterment LLC, adding an estimated $4.65M. The largest seller was Bank of Montreal, cutting an estimated $2.63M.
- 121 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2024, up from 118 in Q2 2024.
- Funds reported $520M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
- 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2024 and 4 closed out, a net change of +6 holders.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2024 was Betterment LLC, an estimated $4.65M added.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2024 was Bank of Montreal, an estimated $2.63M sold.
Based on aggregated 13F filings for Q3 2024.