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iShares Low Carbon Optimized MSCI ACWI ETF

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: 113118 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$58K -$8.39K -49 -13%
WIM
102
Westside Investment Management
California
$53.8K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$53.7K -$685 -4 -1%
NS
104
NBC Securities
Alabama
$47K
GWM
105
Geneos Wealth Management
Colorado
$34.1K
Barclays
106
Barclays
United Kingdom
$27.3K
US Bancorp
107
US Bancorp
Minnesota
$22.4K
4FG
108
4Thought Financial Group
New York
$19.1K -$4.97K -29 -21%
DWA
109
Dougherty Wealth Advisers
Minnesota
$19K -$171 -1 -0.9%
FHA
110
First Horizon Advisors
Tennessee
$14K
RCM
111
Raleigh Capital Management
North Carolina
$11.1K
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K
PS
113
Principal Securities
Iowa
$10.8K
FRA
114
Front Row Advisors
California
$8.08K
CA
115
Crewe Advisors
Utah
$5.03K
PA
116
Parallel Advisors
California
$3.59K +$3.43K +20 New
CB
117
Community Bank
New York
$3.05K -$514 -3 -15%
MWM
118
Mascoma Wealth Management
New Hampshire
$1.79K
HNB
119
Huntington National Bank
Ohio
$179
ASN
120
Advisory Services Network
Georgia
-$247K -1,490 Closed
LF
121
Lee Financial
Texas
-$29.8K -180 Closed
WWMSC
122
Wagner Wealth Management (South Carolina)
South Carolina
-$24.5K -148 Closed
MIFH
123
Migdal Insurance & Financial Holdings
Israel
-$23K -140 Closed
SSB
124
Sandy Spring Bank
Maryland
-$1.16K -7 Closed

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.