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iShares Low Carbon Optimized MSCI ACWI ETF

48 hedge funds and large institutions have $139M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $123M → $139M (+$16.9M)

3.28% more ownership

Funds ownership: 23.3%26.58% (+3.3%)

9% less funds holding

Funds holding: 5348 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
2
Increased
20
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
26
New Capital Management
Texas
$151K +$1.06K +9 +0.7%
FHA
27
First Horizon Advisors
Tennessee
$133K +$118 +1 +0.1%
MWM
28
Mascoma Wealth Management
New Hampshire
$103K +$2.71K +23 +3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$89K -$16.7K -142 -16%
Wells Fargo
30
Wells Fargo
California
$79K -$471 -4 -0.6%
HNB
31
Huntington National Bank
Ohio
$58K
FEG
32
Financial Enhancement Group
Indiana
$53K
IF
33
Ironwood Financial
Arizona
$53K +$53.7K +456 New
SIAS
34
Shine Investment Advisory Services
Colorado
$36K
RWP
35
RWA Wealth Partners
Massachusetts
$35K
EWM
36
Elmwood Wealth Management
California
$31.7K
WIM
37
Westside Investment Management
California
$28.7K
SCA
38
Stuart Chaussee & Associates
California
$27K
SPIA
39
Steward Partners Investment Advisory
New York
$23K -$9.42K -80 -29%
BWP
40
Baldwin Wealth Partners
Massachusetts
$17K
MIFH
41
Migdal Insurance & Financial Holdings
Israel
$16K
RE
42
RBC Europe
United Kingdom
$15.9K
APA
43
American Portfolios Advisors
New York
$15.9K +$4.12K +35 +34%
GRP
44
Global Retirement Partners
California
$13K
IA
45
IFP Advisors
Florida
$11K +$9.89K +84 +600%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$8K
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.9K
FWM
48
Focused Wealth Management
New York
$6K
GT
49
Glenmede Trust
Pennsylvania
-$1.03M -8,789 Closed
FAAS
50
First Allied Advisory Services
California
-$446K -3,825 Closed

CRBN Hedge Fund Activity: Q2 2018 in Review

48 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2018, worth a combined $139M — up 14% from $123M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CRBN and 2 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 20 added.

The largest buyer was Susquehanna International Group, adding an estimated $11.1M. The largest seller was Morgan Stanley, cutting an estimated $1.11M.

  • 48 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2018, down from 53 in Q1 2018.
  • Funds reported $139M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2018, up 14% quarter-over-quarter.
  • 2 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2018 and 7 closed out, a net change of -5 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $11.1M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2018 was Morgan Stanley, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2018.