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iShares Low Carbon Optimized MSCI ACWI ETF

111 hedge funds and large institutions have $333M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $310M → $333M (+$23M)

2% more funds holding

Funds holding: 109111 (+2)

0.87% more ownership

Funds ownership: 39.29%40.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
32
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Choate Investment Advisors
Massachusetts
$102K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$92K +$40.7K +297 +80%
PP
78
PrairieView Partners
Minnesota
$80K -$27.1K -198 -25%
PG
79
Proffitt & Goodson
Tennessee
$76K
AF
80
Advisornet Financial
Minnesota
$62.4K +$5.48K +40 +10%
FHA
81
First Horizon Advisors
Tennessee
$61K -$197K -1,440 -77%
EE
82
EWG Elevate
California
$50.1K +$49.8K +363 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$45.5K +$41K +299 +997%
BAM
84
Belpointe Asset Management
Nevada
$41K +$40.7K +297 New
IRC
85
Investors Research Corp
Georgia
$35.2K
BCWM
86
Bartlett & Co Wealth Management
Ohio
$29K
BC
87
Bartlett & Co
Ohio
$29K
AIA
88
Arcadia Investment Advisors
Idaho
$25.4K -$4.25K -31 -14%
GWM
89
Geneos Wealth Management
Colorado
$22K +$274 +2 +1%
4FG
90
4Thought Financial Group
New York
$21K -$1.37K -10 -6%
Barclays
91
Barclays
United Kingdom
$21K
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$20.1K +$137 +1 +0.7%
NA
93
NewEdge Advisors
Louisiana
$16.9K +$16.7K +122 New
MWM
94
Mascoma Wealth Management
New Hampshire
$16.4K
DWMG
95
DB Wealth Management Group
California
$16K
DWA
96
Dougherty Wealth Advisers
Minnesota
$14.5K
Simplex Trading
97
Simplex Trading
Illinois
$11K +$11K +80 New
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$10K +$548 +4 +6%
RBC
99
Romano Brothers & Co
Illinois
$9.67K +$9.59K +70 New
RCM
100
Raleigh Capital Management
North Carolina
$8.56K

CRBN Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2022, worth a combined $333M — up 7.4% from $310M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CRBN positions and 14 closed out — a net gain of 3 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Betterment LLC, adding an estimated $12.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.45M.

  • 111 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $333M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 17 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2022 and 14 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2022 was Betterment LLC, an estimated $12.1M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2022 was Flow Traders U.S., an estimated $5.45M sold.

Based on aggregated 13F filings for Q4 2022.