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iShares Low Carbon Optimized MSCI ACWI ETF

58 hedge funds and large institutions have $144M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

21% more funds holding

Funds holding: 4858 (+10)

3% more capital invested

Capital invested by funds: $139M → $144M (+$4.59M)

0.09% more ownership

Funds ownership: 26.58%26.67% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
14
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$243K -$11.6M -97,995 -98%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$222K -$9.82K -83 -4%
BSW
28
Buckingham Strategic Wealth
Missouri
$206K +$204K +1,720 New
BCI
29
Brinker Capital Investments
Pennsylvania
$161K
NCM
30
New Capital Management
Texas
$158K
MWM
31
Mascoma Wealth Management
New Hampshire
$143K +$35.1K +297 +33%
FHA
32
First Horizon Advisors
Tennessee
$139K
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$131K +$38K +321 +42%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$97K -$78.3K -662 -45%
PG
35
Proffitt & Goodson
Tennessee
$64K +$62.9K +532 New
HNB
36
Huntington National Bank
Ohio
$60K
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$56K +$55.4K +468 New
IF
38
Ironwood Financial
Arizona
$55K
Wells Fargo
39
Wells Fargo
California
$53K -$28.5K -241 -35%
SIAS
40
Shine Investment Advisory Services
Colorado
$38K
GRP
41
Global Retirement Partners
California
$37K +$23.4K +198 +180%
EWM
42
Elmwood Wealth Management
California
$33K
FEG
43
Financial Enhancement Group
Indiana
$30K -$25.3K -214 -46%
SCA
44
Stuart Chaussee & Associates
California
$28K
SWP
45
Stratos Wealth Partners
Ohio
$28K +$27.6K +233 New
SPIA
46
Steward Partners Investment Advisory
New York
$24K
BWP
47
Baldwin Wealth Partners
Massachusetts
$18K
MIFH
48
Migdal Insurance & Financial Holdings
Israel
$17K
APA
49
American Portfolios Advisors
New York
$16.6K
RE
50
RBC Europe
United Kingdom
$16.6K

CRBN Hedge Fund Activity: Q3 2018 in Review

58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2018, worth a combined $144M — up 3.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CRBN positions and 3 closed out — a net gain of 10 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $4.24M. The largest seller was Susquehanna International Group, cutting an estimated $11.6M.

  • 58 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2018, up from 48 in Q2 2018.
  • Funds reported $144M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2018, up 3.3% quarter-over-quarter.
  • 13 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2018 and 3 closed out, a net change of +10 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2018 was Bank of America, an estimated $4.24M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2018 was Susquehanna International Group, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2018.