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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

69 hedge funds and large institutions have $161M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

17% more funds holding

Funds holding: 59 → 69 (+10)

10% more capital invested

Capital invested by funds: $146M → $161M (+$15M)

1.29% more ownership

Funds ownership: 32.38% → 33.67% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
20
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$4.88M
2
Bank of America
Bank of America
North Carolina
+$3.71M
3
Wells Fargo
Wells Fargo
California
+$2.41M
4
Jane Street
Jane Street
New York
+$1.75M
5
BWP
BSW Wealth Partners
Colorado
+$506K

Top Sellers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
-$215K
2
JP Morgan Chase
JP Morgan Chase
New York
-$212K
3
Ameriprise
Ameriprise
Minnesota
-$209K
4
BCI
Brinker Capital Investments
Pennsylvania
-$78.6K
5
Goldman Sachs
Goldman Sachs
New York
-$50K
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
26
Buckingham Strategic Wealth
Missouri
$330K – – –
HFS
27
Howard Financial Services
Texas
$315K – – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$295K +$26.4K +221 +10%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$290K +$47.4K +397 +20%
AFG
30
Albion Financial Group
Utah
$245K +$244K +2,041 New
SPIA
31
Steward Partners Investment Advisory
New York
$241K – – –
MWM
32
Mascoma Wealth Management
New Hampshire
$215K +$27.2K +228 +15%
HighTower Advisors
33
HighTower Advisors
Illinois
$214K +$5.97K +50 +3%
GEM
34
Global Endowment Management
North Carolina
$205K +$1.91K +16 +0.9%
FHA
35
First Horizon Advisors
Tennessee
$179K +$27.1K +227 +18%
IFAM
36
Institutional & Family Asset Management
Colorado
$165K -$1.67K -14 -1%
NCM
37
New Capital Management
Texas
$160K – – –
GSWM
38
Golden State Wealth Management
California
$145K – – –
BlackRock
39
BlackRock
New York
$131K +$43.6K +365 +50%
BCI
40
Brinker Capital Investments
Pennsylvania
$127K -$78.6K -658 -38%
PG
41
Proffitt & Goodson
Tennessee
$65K +$1.19K +10 +2%
CAC
42
Certified Advisory Corp
Florida
$60K – – –
HNB
43
Huntington National Bank
Ohio
$60K – – –
IF
44
Ironwood Financial
Arizona
$55K – – –
GRP
45
Global Retirement Partners
California
$53K +$52.3K +438 New
ASN
46
Advisory Services Network
Georgia
$50K – – –
SIAS
47
Shine Investment Advisory Services
Colorado
$44K +$1.07K +9 +3%
FEG
48
Financial Enhancement Group
Indiana
$40K – – –
AIP
49
Ameritas Investment Partners
Nebraska
$39K – – –
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$36K – – –
1
2
3

CRBN Hedge Fund Activity: Q3 2019 in Review

69 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2019, worth a combined $161M — up 10% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CRBN positions and 2 closed out — a net gain of 11 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.88M. The largest seller was Miracle Mile Advisors, exiting entirely with an estimated $215K sold.

  • 69 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2019, up from 59 in Q2 2019.
  • Funds reported $161M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 13 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2019 and 2 closed out, a net change of +11 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2019 was Citadel Advisors, an estimated $4.88M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2019 was Miracle Mile Advisors, an estimated $215K sold.

Based on aggregated 13F filings for Q3 2019.