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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

113 hedge funds and large institutions have $397M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

15% more capital invested

Capital invested by funds: $346M → $397M (+$51.6M)

4% more funds holding

Funds holding: 109 → 113 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.26% less ownership

Funds ownership: 41.63% → 38.37% (-3.3%)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
38
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$27.4M
2
Jane Street
Jane Street
New York
+$14.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.84M
4
UBS Group
UBS Group
Switzerland
+$2.66M
5
IL
Investure LLC
Virginia
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.49M
2
FTUS
Flow Traders U.S.
New York
-$848K
3
PWM
PRW Wealth Management
Massachusetts
-$610K
4
Citadel Advisors
Citadel Advisors
Florida
-$584K
5
HPWM
Highland Private Wealth Management
Washington
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$14K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$13K -$2.7K -16 -17%
AWA
103
Arkadios Wealth Advisors
Georgia
$10K – – –
CFD
104
Creative Financial Designs
Indiana
$10K – – –
PA
105
PSI Advisors
Florida
$9K +$9.11K +54 New
FRA
106
Front Row Advisors
California
$7K – – –
AIP
107
Ameritas Investment Partners
Nebraska
$6K – – –
CB
108
Community Bank
New York
$6K – – –
TCWA
109
Ten Capital Wealth Advisors
Washington
$5K – – –
CA
110
Crewe Advisors
Utah
$4K – – –
EW
111
Evoke Wealth
California
$4K – – –
WIM
112
Westside Investment Management
California
$49 – – –
PWM
113
PRW Wealth Management
Massachusetts
– -$610K -3,673 Closed
CLG
114
Cooperman Leon G
– -$332K -2,000 Closed
RZH
115
Relyea Zuckerberg Hanson
Connecticut
– -$219K -1,318 Closed
FPW
116
Flagship Private Wealth
Massachusetts
– -$9.01K -53 Closed
BWL
117
Bogart Wealth LLC
Virginia
– +$169 +1 New
1 2 3 4
5

CRBN Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2021, worth a combined $397M — up 15% from $346M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CRBN positions and 4 closed out — a net gain of 6 holders — while 38 added to existing stakes and 26 trimmed.

The largest buyer was Betterment LLC, adding an estimated $27.4M. The largest seller was Bank of America, cutting an estimated $1.49M.

  • 113 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2021, up from 109 in Q2 2021.
  • Funds reported $397M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2021, up 15% quarter-over-quarter.
  • 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2021 and 4 closed out, a net change of +6 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2021 was Betterment LLC, an estimated $27.4M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2021 was Bank of America, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2021.