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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

59 hedge funds and large institutions have $146M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more funds holding

Funds holding: 57 → 59 (+2)

4% more capital invested

Capital invested by funds: $140M → $146M (+$5.32M)

0.86% less ownership

Funds ownership: 33.24% → 32.38% (-0.86%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
20
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$4.69M
2
Bank of America
Bank of America
North Carolina
+$1.99M
3
RCG
Rock Creek Group
District of Columbia
+$1.99M
4
Morgan Stanley
Morgan Stanley
New York
+$1.22M
5
IL
Investure LLC
Virginia
+$461K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.55M
2
BWP
BSW Wealth Partners
Colorado
-$3.13M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.02M
4
UBS Group
UBS Group
Switzerland
-$584K
5
AC
Arjuna Capital
North Carolina
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$240K +$237K +2,009 New
MMA
27
Miracle Mile Advisors
California
$215K +$213K +1,800 New
HighTower Advisors
28
HighTower Advisors
Illinois
$207K +$205K +1,732 New
BCI
29
Brinker Capital Investments
Pennsylvania
$205K – – –
GEM
30
Global Endowment Management
North Carolina
$203K +$200K +1,692 New
MWM
31
Mascoma Wealth Management
New Hampshire
$187K +$20K +169 +12%
IFAM
32
Institutional & Family Asset Management
Colorado
$166K -$709 -6 -0.4%
NCM
33
New Capital Management
Texas
$159K +$1.06K +9 +0.7%
FHA
34
First Horizon Advisors
Tennessee
$152K +$473 +4 +0.3%
GSWM
35
Golden State Wealth Management
California
$144K +$3.67K +31 +3%
Wells Fargo
36
Wells Fargo
California
$93K +$15.5K +131 +20%
BlackRock
37
BlackRock
New York
$87K +$86.2K +729 New
PG
38
Proffitt & Goodson
Tennessee
$64K – – –
HNB
39
Huntington National Bank
Ohio
$60K – – –
CAC
40
Certified Advisory Corp
Florida
$60K +$59.1K +500 New
IF
41
Ironwood Financial
Arizona
$55K – – –
ASN
42
Advisory Services Network
Georgia
$50K +$25.2K +213 +107%
SIAS
43
Shine Investment Advisory Services
Colorado
$43K – – –
FEG
44
Financial Enhancement Group
Indiana
$40K – – –
AIP
45
Ameritas Investment Partners
Nebraska
$39K +$39.2K +332 New
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$36K – – –
EWM
47
Elmwood Wealth Management
California
$33K – – –
BWP
48
Baldwin Wealth Partners
Massachusetts
$31K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$24K -$15K -127 -39%
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$17K – – –
1
2
3

CRBN Hedge Fund Activity: Q2 2019 in Review

59 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2019, worth a combined $146M — up 3.8% from $140M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CRBN positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.69M. The largest seller was Jane Street, exiting entirely with an estimated $3.55M sold.

  • 59 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2019, up from 57 in Q1 2019.
  • Funds reported $146M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2019, up 3.8% quarter-over-quarter.
  • 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2019 and 8 closed out, a net change of +2 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $4.69M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2019 was Jane Street, an estimated $3.55M sold.

Based on aggregated 13F filings for Q2 2019.