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iShares Low Carbon Optimized MSCI ACWI ETF

127 hedge funds and large institutions have $506M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

5% more funds holding

Funds holding: 121127 (+6)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

0.73% more ownership

Funds ownership: 51.5%52.23% (+0.73%)

3% less capital invested

Capital invested by funds: $520M → $506M (-$14.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
42
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Ally Invest Advisors
North Carolina
$626K +$2.17K +11 +0.3%
NBWM
52
North Berkeley Wealth Management
California
$587K +$599K +3,032 New
MML Investors Services
53
MML Investors Services
Massachusetts
$584K +$39.7K +201 +7%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$512K +$11.1K +56 +2%
TPCW
55
TD Private Client Wealth
New York
$494K +$136K +691 +37%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$494K
MPW
57
Monterey Private Wealth
California
$482K +$5.53K +28 +1%
WGCA
58
Wolf Group Capital Advisors
Virginia
$448K
BJL
59
Brighton Jones LLC
Washington
$441K +$5.13K +26 +1%
PG
60
Patten Group
Tennessee
$426K -$54.3K -275 -11%
Wells Fargo
61
Wells Fargo
California
$425K +$138K +697 +47%
BlackRock
62
BlackRock
New York
$417K +$15K +76 +4%
C
63
Certuity
Florida
$405K +$4.74K +24 +1%
GSWM
64
Golden State Wealth Management
California
$376K +$383K +1,941 New
RZH
65
Relyea Zuckerberg Hanson
Connecticut
$374K +$163K +823 +74%
WBG
66
Wharton Business Group
Pennsylvania
$347K -$30.6K -155 -8%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$335K +$206K +1,045 +152%
PP
68
Prudential plc
United Kingdom
$329K
CA
69
Clearstead Advisors
Ohio
$319K
HHGA
70
Halbert Hargrove Global Advisors
California
$301K -$3.16K -16 -1%
MFG
71
Merit Financial Group
Georgia
$295K -$87.1K -441 -22%
TCA
72
Transcend Capital Advisors
New Jersey
$294K +$300K +1,520 New
UCFA
73
United Capital Financial Advisors
Texas
$286K +$1.58K +8 +0.5%
KL
74
KilterHowling LLC
Colorado
$286K -$31.4K -159 -10%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$278K -$2.12M -10,758 -88%

CRBN Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2024, worth a combined $506M — down 2.8% from $520M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CRBN positions and 7 closed out — a net gain of 8 holders — while 42 added to existing stakes and 41 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.8M. The largest seller was Jane Street, cutting an estimated $5.84M.

  • 127 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2024, up from 121 in Q3 2024.
  • Funds reported $506M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
  • 15 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2024 was Citadel Advisors, an estimated $1.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2024 was Jane Street, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2024.