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iShares Low Carbon Optimized MSCI ACWI ETF

118 hedge funds and large institutions have $475M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

2% more capital invested

Capital invested by funds: $464M → $475M (+$11M)

0.1% more ownership

Funds ownership: 49.72%49.82% (+0.1%)

0% more funds holding

Funds holding: 118118 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
118
Holders Change
Holders Change %
0%
% 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
11
Increased
41
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$232M +$958K +5,355 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$37.7M +$1.12M +6,276 +3%
Bank of America
3
Bank of America
North Carolina
$22.6M -$36.3K -203 -0.2%
AL
4
Aspiriant LLC
California
$19.6M +$1.57M +8,798 +9%
A
5
Allianz
Germany
$19.1M -$179K -1,000 -1%
IL
6
Investure LLC
Virginia
$18.4M +$145K +810 +0.8%
Jane Street
7
Jane Street
New York
$13.1M +$10.6M +59,197 +485%
JP Morgan Chase
8
JP Morgan Chase
New York
$11.7M -$810K -4,530 -7%
UBS Group
9
UBS Group
Switzerland
$9.38M -$409K -2,289 -4%
NPT
10
National Philanthropic Trust
Pennsylvania
$6.38M -$336K -1,880 -5%
Ameriprise
11
Ameriprise
Minnesota
$5.37M -$202K -1,130 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.74M +$13.1K +73 +0.3%
BWP
13
BSW Wealth Partners
Colorado
$4.13M -$15.4K -86 -0.4%
AG
14
AlTi Global
New York
$3.64M +$88.2K +493 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.51M
SCM
16
Stonehearth Capital Management
Massachusetts
$3.28M +$640K +3,578 +25%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$2.69M +$2.51M +14,012 +2,271%
LPL Financial
18
LPL Financial
California
$2.63M +$31.3K +175 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.4M -$107K -596 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.34M -$56.2K -314 -2%
Wealthfront Advisers
21
Wealthfront Advisers
California
$2.06M +$58K +324 +3%
S
22
Sunpointe
Missouri
$2M +$1.95M +10,901 New
Goldman Sachs
23
Goldman Sachs
New York
$1.95M -$92.5K -517 -5%
GAM
24
Gould Asset Management
California
$1.91M -$169K -945 -8%
UOMF
25
University of Maryland Foundation
Maryland
$1.83M

CRBN Hedge Fund Activity: Q2 2024 in Review

118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2024, worth a combined $475M — up 2.4% from $464M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRBN positions and 10 closed out — a net gain of 1 holder — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Flow Traders U.S., cutting an estimated $7.24M.

  • 118 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $475M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2024 was Jane Street, an estimated $10.6M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2024 was Flow Traders U.S., an estimated $7.24M sold.

Based on aggregated 13F filings for Q2 2024.