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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
GWSG
101
GPS Wealth Strategies Group
Colorado
$71.9K -$1.58K -8 -2%
IRC
102
Investors Research Corp
Georgia
$70.1K
WIM
103
Westside Investment Management
California
$58.1K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$57K
LAMC
105
Longview Asset Management (California)
California
$46.1K +$47K +238 New
GWM
106
Geneos Wealth Management
Colorado
$34.6K -$2.37K -12 -6%
PWA
107
Physician Wealth Advisors
Utah
$32.8K +$33.6K +170 New
Barclays
108
Barclays
United Kingdom
$29.4K
DWA
109
Dougherty Wealth Advisers
Minnesota
$27.1K
LFG
110
Larson Financial Group
Missouri
$21.6K +$395 +2 +2%
MFS
111
Mattson Financial Services
Michigan
$16.3K -$4.74K -24 -22%
FHA
112
First Horizon Advisors
Tennessee
$14K -$1.19K -6 -8%
4FG
113
4Thought Financial Group
New York
$13.8K -$1.58K -8 -10%
RCM
114
Raleigh Capital Management
North Carolina
$12K
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K
RF
116
Roxbury Financial
New Jersey
$11K +$10.7K +54 New
CWP
117
Concord Wealth Partners
Virginia
$10.1K -$7.7K -39 -43%
FLP
118
Financial Life Planners
Arizona
$9.55K +$9.68K +49 New
FRA
119
Front Row Advisors
California
$8.71K
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$7.97K
CA
121
Crewe Advisors
Utah
$5.54K +$198 +1 +4%
MCM
122
MAI Capital Management
Ohio
$4.84K +$4.94K +25 New
HI
123
Harbour Investments
Wisconsin
$4.45K +$4.54K +23 New
CB
124
Community Bank
New York
$3.29K
BWM
125
Bernard Wealth Management
Michigan
$2.32K +$2.37K +12 New

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.