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iShares Low Carbon Optimized MSCI ACWI ETF

127 hedge funds and large institutions have $506M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

5% more funds holding

Funds holding: 121127 (+6)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

0.73% more ownership

Funds ownership: 51.5%52.23% (+0.73%)

3% less capital invested

Capital invested by funds: $520M → $506M (-$14.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
42
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
76
&Partners
Tennessee
$269K
BAM
77
Belpointe Asset Management
Nevada
$269K
TCM
78
TruNorth Capital Management
Michigan
$252K
AWS
79
Atria Wealth Solutions
New York
$241K -$12.4K -63 -5%
WI
80
WrapManager Inc
California
$235K -$29.4K -149 -11%
NA
81
Nottingham Advisors
New York
$233K -$63.8K -323 -21%
RIS
82
Retirement Income Solutions
Michigan
$232K +$237K +1,199 New
EFN
83
Equita Financial Network
Pennsylvania
$230K +$235K +1,189 New
AAS
84
Ameritas Advisory Services
Nebraska
$227K +$2.17K +11 +0.9%
Truist Financial
85
Truist Financial
North Carolina
$217K -$5.53K -28 -2%
KDA
86
Kraft Davis & Associates
Missouri
$212K +$209K +1,059 New
US Bancorp
87
US Bancorp
Minnesota
$186K
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$174K -$16K -81 -8%
Comerica Bank
89
Comerica Bank
Texas
$163K -$511K -2,587 -75%
EWA
90
EP Wealth Advisors
California
$156K
PFBT
91
Parkside Financial Bank & Trust
Missouri
$147K
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$119K
AF
93
Advisornet Financial
Minnesota
$118K +$2.96K +15 +3%
PP
94
PrairieView Partners
Minnesota
$112K
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$101K
EBA
96
Eagle Bay Advisors
New York
$92.9K
WTC
97
WhitTier Trust Company
Nevada
$89.2K +$77.2K +391 +559%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$85.2K
PG
99
Proffitt & Goodson
Tennessee
$83.6K -$6.91K -35 -7%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$73.5K +$198 +1 +0.3%

CRBN Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2024, worth a combined $506M — down 2.8% from $520M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CRBN positions and 7 closed out — a net gain of 8 holders — while 42 added to existing stakes and 41 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.8M. The largest seller was Jane Street, cutting an estimated $5.84M.

  • 127 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2024, up from 121 in Q3 2024.
  • Funds reported $506M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
  • 15 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2024 was Citadel Advisors, an estimated $1.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2024 was Jane Street, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2024.