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iShares Low Carbon Optimized MSCI ACWI ETF

127 hedge funds and large institutions have $506M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

5% more funds holding

Funds holding: 121127 (+6)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

0.73% more ownership

Funds ownership: 51.5%52.23% (+0.73%)

3% less capital invested

Capital invested by funds: $520M → $506M (-$14.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
42
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$251M +$1.79M +9,067 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$37.8M -$123K -624 -0.3%
Bank of America
3
Bank of America
North Carolina
$24.9M -$187K -947 -0.7%
AL
4
Aspiriant LLC
California
$20.5M +$1.16M +5,858 +6%
A
5
Allianz
Germany
$20M -$198K -1,000 -1%
IL
6
Investure LLC
Virginia
$19.7M +$231K +1,171 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$14.1M +$115K +584 +0.8%
UBS Group
8
UBS Group
Switzerland
$8.21M -$1.13M -5,724 -12%
Jane Street
9
Jane Street
New York
$7.61M -$5.84M -29,584 -43%
NPT
10
National Philanthropic Trust
Pennsylvania
$6.17M -$25.5K -129 -0.4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.96M -$993K -5,026 -14%
BWP
12
BSW Wealth Partners
Colorado
$4.8M +$309K +1,562 +7%
Ameriprise
13
Ameriprise
Minnesota
$4.76M -$710K -3,596 -13%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.57M -$433K -2,191 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.04M +$128K +650 +3%
AG
16
AlTi Global
New York
$3.8M -$216K -1,094 -5%
CCM
17
Coldstream Capital Management
Washington
$3.54M -$27.7K -140 -0.8%
SCM
18
Stonehearth Capital Management
Massachusetts
$3.39M -$80K -405 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$3.33M +$1.8M +9,138 +113%
LPL Financial
20
LPL Financial
California
$2.85M +$139K +704 +5%
Wealthfront Advisers
21
Wealthfront Advisers
California
$2.48M +$110K +556 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.21M -$237K -1,199 -10%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.11M +$328K +1,660 +18%
Goldman Sachs
24
Goldman Sachs
New York
$2.03M -$15.4K -78 -0.7%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.98M +$111K +563 +6%

CRBN Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2024, worth a combined $506M — down 2.8% from $520M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CRBN positions and 7 closed out — a net gain of 8 holders — while 42 added to existing stakes and 41 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.8M. The largest seller was Jane Street, cutting an estimated $5.84M.

  • 127 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2024, up from 121 in Q3 2024.
  • Funds reported $506M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
  • 15 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2024 was Citadel Advisors, an estimated $1.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2024 was Jane Street, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2024.