We are live on ! Find out more
CRBN icon

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

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

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
Betterment LLC
1
Betterment LLC
New York
$140M +$27.4M +162,403 +23%
IL
2
Investure LLC
Virginia
$58.6M +$2.65M +15,700 +5%
Bank of America
3
Bank of America
North Carolina
$41M -$1.49M -8,856 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$18.9M +$8.84M +52,438 +83%
TA
5
Tiedemann Advisors
New York
$14.6M -$112K -663 -0.7%
Jane Street
6
Jane Street
New York
$14.3M +$14.7M +87,146 New
Morgan Stanley
7
Morgan Stanley
New York
$12.9M +$160K +951 +1%
FTUS
8
Flow Traders U.S.
New York
$9.24M -$848K -5,026 -8%
UBS Group
9
UBS Group
Switzerland
$7.03M +$2.66M +15,794 +58%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$4.76M +$255K +1,513 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.64M -$64.9K -385 -1%
BWP
12
BSW Wealth Partners
Colorado
$4.64M +$315K +1,865 +7%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5M -$56.7K -336 -1%
AL
14
Aspiriant LLC
California
$3.95M +$300K +1,781 +8%
Citadel Advisors
15
Citadel Advisors
Florida
$3.51M -$584K -3,465 -14%
Ameriprise
16
Ameriprise
Minnesota
$3.44M +$241K +1,430 +7%
ASN
17
Advisory Services Network
Georgia
$3.36M -$2.02K -12 -0.1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.33M -$58.5K -347 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.81M +$579K +3,431 +25%
AFG
20
Albion Financial Group
Utah
$2.37M +$66.1K +392 +3%
MMA
21
Miracle Mile Advisors
California
$2.18M +$175K +1,038 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.05M -$58.5K -347 -3%
Goldman Sachs
23
Goldman Sachs
New York
$1.95M – – –
SCM
24
Stonehearth Capital Management
Massachusetts
$1.95M +$39.8K +236 +2%
RWM
25
Ritholtz Wealth Management
New York
$1.92M +$209K +1,241 +12%
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.