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iShares Low Carbon Optimized MSCI ACWI ETF

109 hedge funds and large institutions have $384M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 105109 (+4)

0.27% more ownership

Funds ownership: 45.75%46.02% (+0.27%)

3% less capital invested

Capital invested by funds: $397M → $384M (-$13.1M)

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
26
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$186M +$3.06M +19,609 +2%
Morgan Stanley
2
Morgan Stanley
New York
$26.3M +$228K +1,457 +0.8%
Bank of America
3
Bank of America
North Carolina
$20.1M -$1.66M -10,616 -7%
FTUS
4
Flow Traders U.S.
New York
$15M -$1.93M -12,353 -11%
IL
5
Investure LLC
Virginia
$14.8M
AL
6
Aspiriant LLC
California
$12.7M +$435K +2,782 +3%
UBS Group
7
UBS Group
Switzerland
$10.7M +$697K +4,464 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.68M +$668K +4,276 +8%
Jane Street
9
Jane Street
New York
$5.42M -$2.49M -15,952 -31%
Ameriprise
10
Ameriprise
Minnesota
$4.46M +$509K +3,257 +12%
CAN
11
Cetera Advisor Networks
California
$4.15M +$237K +1,519 +6%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$4.01M -$221K -1,418 -5%
DGAM
13
Desjardins Global Asset Management
Quebec, Canada
$3.86M -$117K -748 -3%
BWP
14
BSW Wealth Partners
Colorado
$3.56M -$116K -744 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$3.51M +$3.65M +23,343 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.32M +$13K +83 +0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.01M -$352K -2,253 -10%
TA
18
Tiedemann Advisors
New York
$2.99M
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$2.96M +$2.83M +18,114 +2,936%
RVPG
20
Relative Value Partners Group
$2.47M -$451K -2,890 -15%
LPL Financial
21
LPL Financial
California
$2.11M -$6.25K -40 -0.3%
SCM
22
Stonehearth Capital Management
Massachusetts
$2.07M -$1.56K -10 -0.1%
MMA
23
Miracle Mile Advisors
California
$1.97M -$1.25K -8 -0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.92M +$138K +882 +7%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.91M -$18K -115 -0.9%

CRBN Hedge Fund Activity: Q3 2023 in Review

109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2023, worth a combined $384M — down 3.3% from $397M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CRBN positions and 6 closed out — a net gain of 4 holders — while 26 added to existing stakes and 38 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.65M. The largest seller was Albion Financial Group, cutting an estimated $5.25M.

  • 109 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2023, up from 105 in Q2 2023.
  • Funds reported $384M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2023, down 3.3% quarter-over-quarter.
  • 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2023 and 6 closed out, a net change of +4 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2023 was Citadel Advisors, an estimated $3.65M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2023 was Albion Financial Group, an estimated $5.25M sold.

Based on aggregated 13F filings for Q3 2023.