iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
37 hedge funds and large institutions have $108M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
16% more funds holding
Funds holding: 32 → 37 (+5)
7% more capital invested
Capital invested by funds: $101M → $108M (+$7.28M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.13% less ownership
Funds ownership: 21.86% → 21.73% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.35M |
| 2 |
Goldman Sachs
New York
|
+$2.74M |
| 3 |
JP Morgan Chase
New York
|
+$1.91M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$348K |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.79M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$270K |
| 4 |
IL
Investure LLC
Charlottesville,
Virginia
|
-$203K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$21.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $52K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $40K | +$38.9K | +338 | New |
|
|
WIM
28
Westside Investment Management
Santa Monica,
California
| $30.1K | – | – | – |
|
|
SCA
29
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $27K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $23K | +$23K | +200 | New |
|
|
BWP
31
Baldwin Wealth Partners
Marion,
Massachusetts
| $18K | – | – | – |
|
|
RE
32
RBC Europe
London,
United Kingdom
| $16.1K | – | – | – |
|
|
MIFH
33
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $16K | – | – | – |
|
34
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | +$7.83K | +68 | New |
|
|
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $7.01K | – | – | – |
|
|
FWM
36
Focused Wealth Management
Newburgh,
New York
| $6K | – | – | – |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| $2K | +$1.61K | +14 | New |
|
|
CS
38
Credit Suisse
Zurich,
Switzerland
| – | -$270K | -2,404 | Closed |
|
CRBN Hedge Fund Activity: Q4 2017 in Review
37 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2017, worth a combined $108M — up 7.2% from $101M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CRBN positions and 1 closed out — a net gain of 5 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $5.35M. The largest seller was Bank of America, cutting an estimated $4.96M.
- 37 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $108M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2017, up 7.2% quarter-over-quarter.
- 6 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2017 and 1 closed out, a net change of +5 holders.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2017 was Jane Street, an estimated $5.35M added.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2017 was Bank of America, an estimated $4.96M sold.
Based on aggregated 13F filings for Q4 2017.