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iShares Low Carbon Optimized MSCI ACWI ETF

103 hedge funds and large institutions have $372M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $333M → $372M (+$38.8M)

1.93% more ownership

Funds ownership: 40.16%42.09% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 111103 (-8)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
103
Holders Change
-8
Holders Change %
-7.21%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
27
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Advisornet Financial
Minnesota
$69.2K +$2.47K +17 +4%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$55K -$43.1K -297 -45%
WIM
78
Westside Investment Management
California
$44.4K
BAM
79
Belpointe Asset Management
Nevada
$43.9K
IRC
80
Investors Research Corp
Georgia
$37.7K
BCWM
81
Bartlett & Co Wealth Management
Ohio
$31.1K
BC
82
Bartlett & Co
Ohio
$31K
GWM
83
Geneos Wealth Management
Colorado
$23.6K
Barclays
84
Barclays
United Kingdom
$22.5K
WWMSC
85
Wagner Wealth Management (South Carolina)
South Carolina
$21.5K
4FG
86
4Thought Financial Group
New York
$21.1K -$1.45K -10 -7%
DWMG
87
DB Wealth Management Group
California
$17.2K
DWA
88
Dougherty Wealth Advisers
Minnesota
$15.8K +$290 +2 +2%
FHA
89
First Horizon Advisors
Tennessee
$12.6K -$51.7K -356 -81%
RCM
90
Raleigh Capital Management
North Carolina
$9.17K
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.88K
PMFA
92
Plante Moran Financial Advisors
Michigan
$8.28K +$8.13K +56 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$8.14K -$39.8K -274 -83%
FRA
94
Front Row Advisors
California
$7K
MWM
95
Mascoma Wealth Management
New Hampshire
$6.63K -$10.9K -75 -63%
TCWA
96
Ten Capital Wealth Advisors
Washington
$4.73K
FFA
97
Farther Finance Advisors
California
$4.59K +$4.5K +31 New
CA
98
Crewe Advisors
Utah
$4.07K
CB
99
Community Bank
New York
$2.96K
GWSG
100
GPS Wealth Strategies Group
Colorado
$2.37K +$2.32K +16 New

CRBN Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2023, worth a combined $372M — up 12% from $333M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CRBN and 6 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 27 added.

The largest buyer was Flow Traders U.S., adding an estimated $17.2M. The largest seller was JP Morgan Chase, cutting an estimated $1.6M.

  • 103 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $372M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 6 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2023 and 14 closed out, a net change of -8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2023 was Flow Traders U.S., an estimated $17.2M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2023 was JP Morgan Chase, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2023.