We are live on ! Find out more
CRBN icon

iShares Low Carbon Optimized MSCI ACWI ETF

105 hedge funds and large institutions have $397M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $372M → $397M (+$25.5M)

3.66% more ownership

Funds ownership: 42.09%45.75% (+3.7%)

2% more funds holding

Funds holding: 103105 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$96.8K
PP
77
PrairieView Partners
Minnesota
$90K
PG
78
Proffitt & Goodson
Tennessee
$86K
AF
79
Advisornet Financial
Minnesota
$76.1K +$2.72K +18 +4%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$70K +$11.9K +79 +21%
BC
81
Bartlett & Co
Ohio
$69K +$34.7K +230 +110%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$68.8K +$34.7K +230 +110%
WIM
83
Westside Investment Management
California
$46.9K
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$43K +$41.5K +275 New
IRC
85
Investors Research Corp
Georgia
$39.9K
LF
86
Lee Financial
Texas
$28.2K -$112K -743 -80%
GWM
87
Geneos Wealth Management
Colorado
$25.2K +$151 +1 +0.6%
Barclays
88
Barclays
United Kingdom
$23.8K
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$22.9K +$302 +2 +1%
MIFH
90
Migdal Insurance & Financial Holdings
Israel
$22K +$21.1K +140 New
4FG
91
4Thought Financial Group
New York
$20.7K -$1.66K -11 -8%
DWMG
92
DB Wealth Management Group
California
$18.1K
DWA
93
Dougherty Wealth Advisers
Minnesota
$16.7K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$14.7K +$14.2K +94 New
FHA
95
First Horizon Advisors
Tennessee
$13.5K +$151 +1 +1%
RCM
96
Raleigh Capital Management
North Carolina
$9.7K
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.38K
WP
98
WealthShield Partners
North Carolina
$9.23K +$8.9K +59 New
FRA
99
Front Row Advisors
California
$7K
CA
100
Crewe Advisors
Utah
$4.34K +$151 +1 +4%

CRBN Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2023, worth a combined $397M — up 6.9% from $372M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRBN positions and 8 closed out — a net gain of 3 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Desjardins Global Asset Management, opening a new position worth an estimated $3.99M. The largest seller was Flow Traders U.S., cutting an estimated $2.63M.

  • 105 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $397M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2023 and 8 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2023 was Desjardins Global Asset Management, an estimated $3.99M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2023 was Flow Traders U.S., an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2023.