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iShares Low Carbon Optimized MSCI ACWI ETF

131 hedge funds and large institutions have $729M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

84% more capital invested

Capital invested by funds: $397M → $729M (+$332M)

16.05% more ownership

Funds ownership: 38.37%54.42% (+16%)

16% more funds holding

Funds holding: 113131 (+18)

Holders
131
Holders Change
+18
Holders Change %
+15.93%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
44
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
1
Capricorn Investment Group
California
$271M +$267M +1,556,800 New
Betterment LLC
2
Betterment LLC
New York
$171M +$21.7M +126,395 +15%
IL
3
Investure LLC
Virginia
$63.1M +$957K +5,575 +2%
Bank of America
4
Bank of America
North Carolina
$42M -$1.44M -8,361 -3%
Jane Street
5
Jane Street
New York
$31M +$15.6M +90,826 +104%
JP Morgan Chase
6
JP Morgan Chase
New York
$20.6M +$532K +3,099 +3%
Morgan Stanley
7
Morgan Stanley
New York
$14.8M +$1.12M +6,519 +8%
TA
8
Tiedemann Advisors
New York
$9.24M -$6.12M -35,644 -40%
UBS Group
9
UBS Group
Switzerland
$8.88M +$1.41M +8,204 +19%
BWP
10
BSW Wealth Partners
Colorado
$7.42M +$2.48M +14,436 +51%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$5.2M +$159K +928 +3%
AL
12
Aspiriant LLC
California
$5.1M +$910K +5,299 +22%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.09M +$168K +978 +3%
NCM
14
Northland Capital Management
Minnesota
$4.09M +$4.04M +23,524 New
Ameriprise
15
Ameriprise
Minnesota
$4.03M +$379K +2,209 +11%
ASN
16
Advisory Services Network
Georgia
$3.62M +$66.6K +388 +2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$3.49M -$34.9K -203 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.24M +$262K +1,526 +9%
AFG
19
Albion Financial Group
Utah
$2.53M +$25.4K +148 +1%
MMA
20
Miracle Mile Advisors
California
$2.49M +$182K +1,060 +8%
SC
21
Sepio Capital
Utah
$2.44M +$2.4M +14,000 New
Osaic Holdings
22
Osaic Holdings
Arizona
$2.38M +$213K +1,238 +10%
LPL Financial
23
LPL Financial
California
$2.31M +$663K +3,864 +41%
GT
24
Glenmede Trust
Pennsylvania
$2.07M +$394K +2,297 +24%
Goldman Sachs
25
Goldman Sachs
New York
$2.06M

CRBN Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2021, worth a combined $729M — up 84% from $397M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CRBN positions and 9 closed out — a net gain of 19 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Betterment LLC, adding an estimated $21.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $9.24M sold.

  • 131 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $729M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2021, up 84% quarter-over-quarter.
  • 28 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2021 and 9 closed out, a net change of +19 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2021 was Betterment LLC, an estimated $21.7M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2021 was Flow Traders U.S., an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2021.