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iShares Low Carbon Optimized MSCI ACWI ETF

103 hedge funds and large institutions have $372M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $333M → $372M (+$38.8M)

1.93% more ownership

Funds ownership: 40.16%42.09% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 111103 (-8)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
103
Holders Change
-8
Holders Change %
-7.21%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
27
Reduced
37
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
$179M +$1.38M +9,506 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$26M -$179K -1,231 -0.7%
Bank of America
3
Bank of America
North Carolina
$22.9M -$794K -5,473 -3%
FTUS
4
Flow Traders U.S.
New York
$19.2M +$17.2M +118,578 +1,057%
IL
5
Investure LLC
Virginia
$14.5M
AL
6
Aspiriant LLC
California
$11.7M +$2.32M +15,962 +25%
UBS Group
7
UBS Group
Switzerland
$10.2M -$911K -6,276 -8%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.2M -$1.6M -11,050 -17%
AFG
9
Albion Financial Group
Utah
$6.31M -$734K -5,059 -11%
Jane Street
10
Jane Street
New York
$5.14M +$1.55M +10,681 +44%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$5.13M -$743K -5,121 -13%
Ameriprise
12
Ameriprise
Minnesota
$3.93M +$369K +2,542 +11%
BWP
13
BSW Wealth Partners
Colorado
$3.64M -$327K -2,256 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.49M -$411K -2,831 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.4M +$144K +991 +5%
TA
16
Tiedemann Advisors
New York
$2.94M
RVPG
17
Relative Value Partners Group
$2.83M +$1.65M +11,363 +146%
Citadel Advisors
18
Citadel Advisors
Florida
$2.57M +$109K +752 +5%
MMA
19
Miracle Mile Advisors
California
$2.4M -$21.2K -146 -0.9%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.27M -$336K -2,314 -13%
LPL Financial
21
LPL Financial
California
$2.13M -$129K -890 -6%
SCM
22
Stonehearth Capital Management
Massachusetts
$2.08M +$30.6K +211 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.91M -$465K -3,207 -20%
Goldman Sachs
24
Goldman Sachs
New York
$1.71M -$77.1K -531 -4%
Brown Advisory
25
Brown Advisory
Maryland
$1.7M +$1.67M +11,504 New

CRBN Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2023, worth a combined $372M — up 12% from $333M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CRBN and 6 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 27 added.

The largest buyer was Flow Traders U.S., adding an estimated $17.2M. The largest seller was JP Morgan Chase, cutting an estimated $1.6M.

  • 103 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $372M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 6 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2023 and 14 closed out, a net change of -8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2023 was Flow Traders U.S., an estimated $17.2M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2023 was JP Morgan Chase, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2023.