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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

111 hedge funds and large institutions have $333M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $310M → $333M (+$23M)

2% more funds holding

Funds holding: 109 → 111 (+2)

0.87% more ownership

Funds ownership: 39.29% → 40.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
32
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$12.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.53M
3
PWA
Phoenix Wealth Advisors
North Carolina
+$1.44M
4
RVPG
Relative Value Partners Group
+$1.06M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$5.45M
2
Jane Street
Jane Street
New York
-$3.85M
3
ASN
Advisory Services Network
Georgia
-$1.69M
4
V
Veritable
Delaware
-$928K
5
Brown Advisory
Brown Advisory
Maryland
-$762K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.29K – – –
FRA
102
Front Row Advisors
California
$6K – – –
TCWA
103
Ten Capital Wealth Advisors
Washington
$4.42K – – –
CA
104
Crewe Advisors
Utah
$3.79K – – –
CB
105
Community Bank
New York
$2.76K -$2.06K -15 -43%
IA
106
IFP Advisors
Florida
$2K – – –
MAWA
107
Moss Adams Wealth Advisors
Washington
$1.38K +$1.37K +10 New
FWM
108
Focused Wealth Management
New York
$1.38K -$4.25K -31 -76%
BWL
109
Bogart Wealth LLC
Virginia
$138 – – –
HNB
110
Huntington National Bank
Ohio
$138 – – –
AF
111
Allworth Financial
California
$138 +$137 +1 New
WIM
112
Westside Investment Management
California
$41 – – –
V
113
Veritable
Delaware
– -$928K -7,330 Closed
Brown Advisory
114
Brown Advisory
Maryland
– -$762K -6,021 Closed
AWA
115
Aaron Wealth Advisors
Illinois
– -$330K -2,604 Closed
HPWM
116
Highland Private Wealth Management
Washington
– -$287K -2,270 Closed
Cerity Partners
117
Cerity Partners
New York
– -$265K -2,096 Closed
TWC
118
TD Waterhouse Canada
Ontario, Canada
– -$18.5K -105 Closed
CYG
119
Clean Yield Group
Vermont
– -$13K -100 Closed
PMFA
120
Plante Moran Financial Advisors
Michigan
– -$8K -66 Closed
PA
121
PSI Advisors
Florida
– -$7K -55 Closed
EC
122
Estate Counselors
Wisconsin
– -$6K -50 Closed
EW
123
Evoke Wealth
California
– -$4K -28 Closed
CFGS
124
Concourse Financial Group Securities
Alabama
– -$3.7K -27 Closed
GWSG
125
GPS Wealth Strategies Group
Colorado
– -$2K -16 Closed
2 3 4
5
6

CRBN Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2022, worth a combined $333M — up 7.4% from $310M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CRBN positions and 14 closed out — a net gain of 3 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Betterment LLC, adding an estimated $12.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.45M.

  • 111 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $333M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 17 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2022 and 14 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2022 was Betterment LLC, an estimated $12.1M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2022 was Flow Traders U.S., an estimated $5.45M sold.

Based on aggregated 13F filings for Q4 2022.