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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

131 hedge funds and large institutions have $729M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

84% more capital invested

Capital invested by funds: $397M → $729M (+$332M)

16.05% more ownership

Funds ownership: 38.37% → 54.42% (+16%)

16% more funds holding

Funds holding: 113 → 131 (+18)

Holders
131
Holders Change
+18
Holders Change %
+15.93%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
44
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$21.7M
2
Jane Street
Jane Street
New York
+$15.6M
3
BWP
BSW Wealth Partners
Colorado
+$2.48M
4
SC
Sepio Capital
Utah
+$2.4M
5
SG
StoneX Group
New York
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$9.24M
2
TA
Tiedemann Advisors
New York
-$6.12M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$4.69M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.32M
5
Bank of America
Bank of America
North Carolina
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFM
76
Mirsky Financial Management
New York
$262K +$2.23K +13 +0.9%
LF
77
Lee Financial
Texas
$241K – – –
CWP
78
Concord Wealth Partners
Virginia
$240K +$3.6K +21 +2%
KAS
79
Kestra Advisory Services
Texas
$237K +$4.98K +29 +2%
KM
80
Kalos Management
Georgia
$237K +$13K +76 +6%
LNWWM
81
Laird Norton Wetherby Wealth Management
California
$227K – – –
MFG
82
Merit Financial Group
Georgia
$223K – – –
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$203K +$200K +1,167 New
RA
84
Rise Advisors
New York
$179K +$176K +1,027 New
US Bancorp
85
US Bancorp
Minnesota
$154K – – –
PP
86
PrairieView Partners
Minnesota
$141K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$139K – – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$137K +$9.96K +58 +8%
FCFS
89
First Command Financial Services
Texas
$128K – – –
GWM
90
Geneos Wealth Management
Colorado
$128K +$172 +1 +0.1%
FCB
91
First Command Bank
Texas
$121K – – –
PG
92
Proffitt & Goodson
Tennessee
$95K – – –
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$72K -$1.2K -7 -2%
DWP
94
Destiny Wealth Partners
Florida
$64K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$64K +$63.2K +368 New
COCM
96
Charter Oak Capital Management
New Hampshire
$61K – – –
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$53K – – –
EWM
98
Elmwood Wealth Management
California
$46K +$45.5K +265 New
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$43K +$42.8K +249 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$40K – – –
2 3
4
5 6

CRBN Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2021, worth a combined $729M — up 84% from $397M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CRBN positions and 9 closed out — a net gain of 19 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Betterment LLC, adding an estimated $21.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $9.24M sold.

  • 131 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $729M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2021, up 84% quarter-over-quarter.
  • 28 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2021 and 9 closed out, a net change of +19 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2021 was Betterment LLC, an estimated $21.7M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2021 was Flow Traders U.S., an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2021.