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iShares Low Carbon Optimized MSCI ACWI ETF

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: 118118 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$50.7K -$3.94K -22 -7%
NS
102
NBC Securities
Alabama
$48K
GWM
103
Geneos Wealth Management
Colorado
$35.1K +$179 +1 +0.5%
CWP
104
Concord Wealth Partners
Virginia
$32.6K -$84.8K -474 -73%
Barclays
105
Barclays
United Kingdom
$27.9K
LFG
106
Larson Financial Group
Missouri
$20.2K +$19.7K +110 New
MFS
107
Mattson Financial Services
Michigan
$19.6K +$19.1K +107 New
DWA
108
Dougherty Wealth Advisers
Minnesota
$19.2K -$179 -1 -0.9%
4FG
109
4Thought Financial Group
New York
$18K -$1.43K -8 -8%
FHA
110
First Horizon Advisors
Tennessee
$14.4K +$179 +1 +1%
RCM
111
Raleigh Capital Management
North Carolina
$11.4K
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K
FRA
113
Front Row Advisors
California
$8.25K
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$7.67K +$7.33K +41 New
CA
115
Crewe Advisors
Utah
$5.18K
CB
116
Community Bank
New York
$3.12K
FFA
117
Frazier Financial Advisors
Ohio
$2.38K +$2.33K +13 New
MWM
118
Mascoma Wealth Management
New Hampshire
$1.83K
HNB
119
Huntington National Bank
Ohio
$183
RVPG
120
Relative Value Partners Group
-$2.65M -15,966 Closed
WGCA
121
Wolf Group Capital Advisors
Virginia
-$448K -2,864 Closed
CFSG
122
Community Financial Services Group
Vermont
-$403K -2,247 Closed
TI
123
Truepoint Inc
Ohio
-$379K -2,113 Closed
LWCFA
124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$300K -1,750 Closed
RIS
125
Retirement Income Solutions
Michigan
-$245K -1,365 Closed

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.