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iShares Low Carbon Optimized MSCI ACWI ETF

57 hedge funds and large institutions have $140M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $121M → $140M (+$19.9M)

7.82% more ownership

Funds ownership: 25.42%33.24% (+7.8%)

2% more funds holding

Funds holding: 5657 (+1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
23
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
26
Howard Financial Services
Texas
$303K
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$215K +$36.3K +323 +21%
AC
28
Arjuna Capital
North Carolina
$213K +$206K +1,830 New
BCI
29
Brinker Capital Investments
Pennsylvania
$200K
MWM
30
Mascoma Wealth Management
New Hampshire
$162K
IFAM
31
Institutional & Family Asset Management
Colorado
$162K +$85.9K +764 +122%
NCM
32
New Capital Management
Texas
$154K -$331K -2,943 -69%
FHA
33
First Horizon Advisors
Tennessee
$147K +$11.7K +104 +9%
GSWM
34
Golden State Wealth Management
California
$137K +$133K +1,178 New
Wells Fargo
35
Wells Fargo
California
$75K -$10.1K -90 -12%
PG
36
Proffitt & Goodson
Tennessee
$62K
HNB
37
Huntington National Bank
Ohio
$58K
IF
38
Ironwood Financial
Arizona
$53K
SIAS
39
Shine Investment Advisory Services
Colorado
$42K +$5.06K +45 +14%
FEG
40
Financial Enhancement Group
Indiana
$39K +$9.67K +86 +35%
CFGS
41
Concourse Financial Group Securities
Alabama
$38K +$22.6K +201 +158%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$35K +$33.7K +300 New
EWM
43
Elmwood Wealth Management
California
$32K
BWP
44
Baldwin Wealth Partners
Massachusetts
$30K +$12.4K +110 +73%
KPW
45
Kore Private Wealth
New York
$24K
ASN
46
Advisory Services Network
Georgia
$23K
CA
47
Cetera Advisors
Colorado
$22K +$21.4K +190 New
RE
48
RBC Europe
United Kingdom
$16.1K
MIFH
49
Migdal Insurance & Financial Holdings
Israel
$16K
Citigroup
50
Citigroup
New York
$16K +$7.65K +68 +93%

CRBN Hedge Fund Activity: Q1 2019 in Review

57 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2019, worth a combined $140M — up 17% from $121M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CRBN positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $5.1M. The largest seller was JP Morgan Chase, cutting an estimated $5.28M.

  • 57 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $140M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2019 and 7 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2019 was Bank of America, an estimated $5.1M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2019 was JP Morgan Chase, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2019.