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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

113 hedge funds and large institutions have $397M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

15% more capital invested

Capital invested by funds: $346M → $397M (+$51.6M)

4% more funds holding

Funds holding: 109 → 113 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.26% less ownership

Funds ownership: 41.63% → 38.37% (-3.3%)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
38
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$27.4M
2
Jane Street
Jane Street
New York
+$14.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.84M
4
UBS Group
UBS Group
Switzerland
+$2.66M
5
IL
Investure LLC
Virginia
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.49M
2
FTUS
Flow Traders U.S.
New York
-$848K
3
PWM
PRW Wealth Management
Massachusetts
-$610K
4
Citadel Advisors
Citadel Advisors
Florida
-$584K
5
HPWM
Highland Private Wealth Management
Washington
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
76
Carolina Wealth Advisors
South Carolina
$124K – – –
FCB
77
First Command Bank
Texas
$121K – – –
FCFS
78
First Command Financial Services
Texas
$121K – – –
GWM
79
Geneos Wealth Management
Colorado
$121K – – –
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$120K +$33.7K +200 +37%
PG
81
Proffitt & Goodson
Tennessee
$90K – – –
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$69K – – –
IF
83
Ironwood Financial
Arizona
$62K – – –
DWP
84
Destiny Wealth Partners
Florida
$60K +$62.1K +368 New
COCM
85
Charter Oak Capital Management
New Hampshire
$58K +$59K +350 New
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$50K – – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$38K -$53.6K -318 -58%
BC
88
Bartlett & Co
Ohio
$35K – – –
FWM
89
Focused Wealth Management
New York
$35K – – –
BCWM
90
Bartlett & Co Wealth Management
Ohio
$34.5K – – –
AIA
91
Arcadia Investment Advisors
Idaho
$33K -$7.42K -44 -18%
DWMG
92
DB Wealth Management Group
California
$33K +$13.8K +82 +71%
MWM
93
Mascoma Wealth Management
New Hampshire
$27K +$27.3K +162 New
Barclays
94
Barclays
United Kingdom
$25K – – –
4FG
95
4Thought Financial Group
New York
$24K -$1.52K -9 -6%
CFGS
96
Concourse Financial Group Securities
Alabama
$24K +$4.55K +27 +23%
MIFH
97
Migdal Insurance & Financial Holdings
Israel
$23K – – –
DWA
98
Dougherty Wealth Advisers
Minnesota
$17K – – –
CYG
99
Clean Yield Group
Vermont
$16K – – –
PCG
100
Private Capital Group
Connecticut
$16K – – –
1 2 3
4
5

CRBN Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2021, worth a combined $397M — up 15% from $346M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CRBN positions and 4 closed out — a net gain of 6 holders — while 38 added to existing stakes and 26 trimmed.

The largest buyer was Betterment LLC, adding an estimated $27.4M. The largest seller was Bank of America, cutting an estimated $1.49M.

  • 113 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2021, up from 109 in Q2 2021.
  • Funds reported $397M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2021, up 15% quarter-over-quarter.
  • 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2021 and 4 closed out, a net change of +6 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2021 was Betterment LLC, an estimated $27.4M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2021 was Bank of America, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2021.