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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

118 hedge funds and large institutions have $464M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

4% more funds holding

Funds holding: 113 → 118 (+5)

5% more capital invested

Capital invested by funds: $443M → $464M (+$20.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.79% less ownership

Funds ownership: 51.5% → 49.72% (-1.8%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
32
Reduced
36
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.42M
2
Betterment LLC
Betterment LLC
New York
+$3.13M
3
AL
Aspiriant LLC
California
+$1.93M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$614K
5
TI
Truepoint Inc
Ohio
+$362K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32.8M
2
Jane Street
Jane Street
New York
-$4.54M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.35M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.34M
5
UBS Group
UBS Group
Switzerland
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$226M +$3.13M +18,272 +1%
Morgan Stanley
2
Morgan Stanley
New York
$35.8M -$32.8M -191,546 -49%
Bank of America
3
Bank of America
North Carolina
$22.2M +$272K +1,585 +1%
A
4
Allianz
Germany
$18.8M +$18M +105,015 New
IL
5
Investure LLC
Virginia
$17.9M – – –
AL
6
Aspiriant LLC
California
$17.6M +$1.93M +11,277 +13%
JP Morgan Chase
7
JP Morgan Chase
New York
$12.3M -$3.35M -19,546 -22%
UBS Group
8
UBS Group
Switzerland
$9.6M -$1.16M -6,785 -11%
FTUS
9
Flow Traders U.S.
New York
$8.7M -$353K -2,060 -4%
NPT
10
National Philanthropic Trust
Pennsylvania
$6.59M -$91K -531 -1%
Ameriprise
11
Ameriprise
Minnesota
$5.46M +$94.6K +552 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.63M +$4.42M +25,790 New
CAN
13
Cetera Advisor Networks
California
$4.59M -$25.2K -147 -0.6%
BWP
14
BSW Wealth Partners
Colorado
$4.06M -$185K -1,082 -5%
AG
15
AlTi Global
New York
$3.47M – – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.44M -$450K -2,628 -12%
RVPG
17
Relative Value Partners Group
$2.65M – – –
SCM
18
Stonehearth Capital Management
Massachusetts
$2.57M +$96.8K +565 +4%
LPL Financial
19
LPL Financial
California
$2.55M +$27.9K +163 +1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.46M +$614K +3,586 +35%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.35M +$131K +763 +6%
Jane Street
22
Jane Street
New York
$2.19M -$4.54M -26,494 -68%
GAM
23
Gould Asset Management
California
$2.04M +$182K +1,065 +10%
Goldman Sachs
24
Goldman Sachs
New York
$2M -$729K -4,256 -28%
Wealthfront Advisers
25
Wealthfront Advisers
California
$1.96M +$89.6K +523 +5%
1
2 3 4 5

CRBN Hedge Fund Activity: Q1 2024 in Review

118 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2024, worth a combined $464M — up 4.7% from $443M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CRBN positions and 5 closed out — a net gain of 7 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $4.42M. The largest seller was Morgan Stanley, cutting an estimated $32.8M.

  • 118 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2024, up from 113 in Q4 2023.
  • Funds reported $464M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 12 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $4.42M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2024 was Morgan Stanley, an estimated $32.8M sold.

Based on aggregated 13F filings for Q1 2024.