We are live on ! Find out more
CRBN icon

iShares Low Carbon Optimized MSCI ACWI ETF

111 hedge funds and large institutions have $333M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $310M → $333M (+$23M)

2% more funds holding

Funds holding: 109111 (+2)

0.87% more ownership

Funds ownership: 39.29%40.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
32
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$166M +$12.1M +88,184 +8%
Morgan Stanley
2
Morgan Stanley
New York
$24.5M -$298K -2,175 -1%
Bank of America
3
Bank of America
North Carolina
$22.1M -$7.4K -54 -0%
IL
4
Investure LLC
Virginia
$13.5M +$114K +830 +0.9%
UBS Group
5
UBS Group
Switzerland
$10.4M +$313K +2,284 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$9.18M +$313K +2,283 +4%
AL
7
Aspiriant LLC
California
$8.76M -$119K -866 -1%
AFG
8
Albion Financial Group
Utah
$6.59M +$165K +1,202 +3%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$5.5M +$1.04M +7,616 +24%
BWP
10
BSW Wealth Partners
Colorado
$3.71M +$316K +2,303 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.65M -$8.63K -63 -0.2%
Jane Street
12
Jane Street
New York
$3.32M -$3.85M -28,114 -54%
Ameriprise
13
Ameriprise
Minnesota
$3.31M +$281K +2,048 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.04M -$214K -1,563 -7%
TA
15
Tiedemann Advisors
New York
$2.75M +$99.6K +727 +4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.44M -$23.6K -172 -1%
Citadel Advisors
17
Citadel Advisors
Florida
$2.3M +$1.53M +11,158 +203%
MMA
18
Miracle Mile Advisors
California
$2.26M -$132K -961 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.23M +$42.3K +309 +2%
LPL Financial
20
LPL Financial
California
$2.11M +$152K +1,106 +8%
SCM
21
Stonehearth Capital Management
Massachusetts
$1.91M -$18.6K -136 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.88M +$126K +916 +7%
Goldman Sachs
23
Goldman Sachs
New York
$1.67M +$43.9K +320 +3%
GI
24
Gradient Investments
Minnesota
$1.59M -$375K -2,739 -19%
FTUS
25
Flow Traders U.S.
New York
$1.55M -$5.45M -39,735 -78%

CRBN Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2022, worth a combined $333M — up 7.4% from $310M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CRBN positions and 14 closed out — a net gain of 3 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Betterment LLC, adding an estimated $12.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.45M.

  • 111 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $333M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 17 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2022 and 14 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2022 was Betterment LLC, an estimated $12.1M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2022 was Flow Traders U.S., an estimated $5.45M sold.

Based on aggregated 13F filings for Q4 2022.