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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

118 hedge funds and large institutions have $464M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

4% more funds holding

Funds holding: 113 → 118 (+5)

5% more capital invested

Capital invested by funds: $443M → $464M (+$20.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.79% less ownership

Funds ownership: 51.5% → 49.72% (-1.8%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
32
Reduced
36
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.42M
2
Betterment LLC
Betterment LLC
New York
+$3.13M
3
AL
Aspiriant LLC
California
+$1.93M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$614K
5
TI
Truepoint Inc
Ohio
+$362K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32.8M
2
Jane Street
Jane Street
New York
-$4.54M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.35M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.34M
5
UBS Group
UBS Group
Switzerland
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
P
76
&Partners
Tennessee
$249K +$238K +1,389 New
Wells Fargo
77
Wells Fargo
California
$247K +$24.2K +141 +11%
RIS
78
Retirement Income Solutions
Michigan
$245K +$24.2K +141 +12%
UCFA
79
United Capital Financial Advisors
Texas
$241K +$857 +5 +0.4%
HHGA
80
Halbert Hargrove Global Advisors
California
$237K +$226K +1,318 New
TCM
81
TruNorth Capital Management
Michigan
$233K +$223K +1,300 New
Cerity Partners
82
Cerity Partners
New York
$224K -$1.03K -6 -0.5%
AAS
83
Ameritas Advisory Services
Nebraska
$221K -$51.9K -303 -20%
SAI
84
Savvy Advisors Inc
New York
$212K +$203K +1,182 New
IFAM
85
Institutional & Family Asset Management
Colorado
$203K -$29.6K -173 -13%
HFS
86
Howard Financial Services
Texas
$201K +$192K +1,120 New
Stifel Financial
87
Stifel Financial
Missouri
$201K +$192K +1,118 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$150K -$87K -508 -38%
PFBT
89
Parkside Financial Bank & Trust
Missouri
$136K – – –
EWA
90
EP Wealth Advisors
California
$118K – – –
CWP
91
Concord Wealth Partners
Virginia
$117K +$62.5K +365 +127%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$111K – – –
BFEC
93
Benjamin F. Edwards & Company
Missouri
$109K -$1.71K -10 -2%
PP
94
PrairieView Partners
Minnesota
$105K – – –
AF
95
Advisornet Financial
Minnesota
$103K +$2.74K +16 +3%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$93.9K – – –
EBA
97
Eagle Bay Advisors
New York
$86.2K +$82.2K +480 New
PG
98
Proffitt & Goodson
Tennessee
$83.8K – – –
BCWM
99
Bartlett & Co Wealth Management
Ohio
$79K – – –
IRC
100
Investors Research Corp
Georgia
$65K – – –
1 2 3
4
5

CRBN Hedge Fund Activity: Q1 2024 in Review

118 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2024, worth a combined $464M — up 4.7% from $443M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CRBN positions and 5 closed out — a net gain of 7 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $4.42M. The largest seller was Morgan Stanley, cutting an estimated $32.8M.

  • 118 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2024, up from 113 in Q4 2023.
  • Funds reported $464M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 12 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $4.42M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2024 was Morgan Stanley, an estimated $32.8M sold.

Based on aggregated 13F filings for Q1 2024.