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iShares Low Carbon Optimized MSCI ACWI ETF

105 hedge funds and large institutions have $397M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $372M → $397M (+$25.5M)

3.66% more ownership

Funds ownership: 42.09%45.75% (+3.7%)

2% more funds holding

Funds holding: 103105 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$191M +$1.33M +8,829 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$27.1M -$373K -2,472 -1%
Bank of America
3
Bank of America
North Carolina
$22.6M -$1.47M -9,758 -6%
FTUS
4
Flow Traders U.S.
New York
$17.6M -$2.63M -17,410 -13%
IL
5
Investure LLC
Virginia
$15.4M +$140K +925 +0.9%
AL
6
Aspiriant LLC
California
$12.8M +$386K +2,558 +3%
UBS Group
7
UBS Group
Switzerland
$10.5M -$299K -1,983 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.37M -$284K -1,885 -3%
Jane Street
9
Jane Street
New York
$8.14M +$2.61M +17,300 +50%
AFG
10
Albion Financial Group
Utah
$6.47M -$187K -1,240 -3%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$4.39M -$998K -6,616 -19%
Ameriprise
12
Ameriprise
Minnesota
$4.14M -$11.6K -77 -0.3%
DGAM
13
Desjardins Global Asset Management
Quebec, Canada
$4.14M +$3.99M +26,449 New
CAN
14
Cetera Advisor Networks
California
$4.09M +$3.44M +22,826 +692%
BWP
15
BSW Wealth Partners
Colorado
$3.83M -$24.9K -165 -0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.48M -$110K -729 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.44M -$242K -1,605 -7%
TA
18
Tiedemann Advisors
New York
$3.11M
RVPG
19
Relative Value Partners Group
$3.02M +$27.8K +184 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.63M +$435K +2,881 +21%
LPL Financial
21
LPL Financial
California
$2.2M -$48.4K -321 -2%
SCM
22
Stonehearth Capital Management
Massachusetts
$2.15M -$43.3K -287 -2%
MMA
23
Miracle Mile Advisors
California
$2.05M -$475K -3,151 -19%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$2.01M -$381K -2,524 -16%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.86M -$155K -1,024 -8%

CRBN Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2023, worth a combined $397M — up 6.9% from $372M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRBN positions and 8 closed out — a net gain of 3 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Desjardins Global Asset Management, opening a new position worth an estimated $3.99M. The largest seller was Flow Traders U.S., cutting an estimated $2.63M.

  • 105 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $397M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2023 and 8 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2023 was Desjardins Global Asset Management, an estimated $3.99M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2023 was Flow Traders U.S., an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2023.