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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

118 hedge funds and large institutions have $475M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

2% more capital invested

Capital invested by funds: $464M → $475M (+$11M)

0.1% more ownership

Funds ownership: 49.72% → 49.82% (+0.1%)

0% more funds holding

Funds holding: 118 → 118 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
118
Holders Change
–
Holders Change %
0%
% 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
11
Increased
41
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$10.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.51M
3
S
Sunpointe
Missouri
+$1.95M
4
AL
Aspiriant LLC
California
+$1.57M
5
Morgan Stanley
Morgan Stanley
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$7.24M
2
RVPG
Relative Value Partners Group
-$2.65M
3
JP Morgan Chase
JP Morgan Chase
New York
-$810K
4
Comerica Bank
Comerica Bank
Texas
-$571K
5
WGCA
Wolf Group Capital Advisors
Virginia
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
76
TruNorth Capital Management
Michigan
$238K – – –
Cerity Partners
77
Cerity Partners
New York
$236K +$6.8K +38 +3%
AAS
78
Ameritas Advisory Services
Nebraska
$230K +$4.65K +26 +2%
KAS
79
Kestra Advisory Services
Texas
$230K +$225K +1,256 New
SAI
80
Savvy Advisors Inc
New York
$215K -$1.79K -10 -0.8%
BAM
81
Belpointe Asset Management
Nevada
$208K +$203K +1,135 New
RZH
82
Relyea Zuckerberg Hanson
Connecticut
$203K +$198K +1,108 New
IFAM
83
Institutional & Family Asset Management
Colorado
$202K -$5.55K -31 -3%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$192K +$37.9K +212 +25%
US Bancorp
85
US Bancorp
Minnesota
$176K +$149K +835 +668%
PFBT
86
Parkside Financial Bank & Trust
Missouri
$139K – – –
EWA
87
EP Wealth Advisors
California
$120K – – –
WFS
88
Widmann Financial Services
Maryland
$115K +$113K +630 New
BFEC
89
Benjamin F. Edwards & Company
Missouri
$107K -$3.4K -19 -3%
PP
90
PrairieView Partners
Minnesota
$106K – – –
AF
91
Advisornet Financial
Minnesota
$106K +$716 +4 +0.7%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$95.8K – – –
EBA
93
Eagle Bay Advisors
New York
$88K – – –
PG
94
Proffitt & Goodson
Tennessee
$85.6K – – –
BCWM
95
Bartlett & Co Wealth Management
Ohio
$80.6K – – –
BFA
96
Brown Financial Advisors
Ohio
$74.4K +$72.6K +406 New
IRC
97
Investors Research Corp
Georgia
$66.3K – – –
GWSG
98
GPS Wealth Strategies Group
Colorado
$61.4K +$59.9K +335 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$59K – – –
WIM
100
Westside Investment Management
California
$55K – – –
2 3
4
5 6

CRBN Hedge Fund Activity: Q2 2024 in Review

118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2024, worth a combined $475M — up 2.4% from $464M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRBN positions and 10 closed out — a net gain of 1 holder — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Flow Traders U.S., cutting an estimated $7.24M.

  • 118 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $475M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2024 was Jane Street, an estimated $10.6M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2024 was Flow Traders U.S., an estimated $7.24M sold.

Based on aggregated 13F filings for Q2 2024.