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iShares MSCI ACWI Low Carbon Target ETF
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Overview Fund Activity

81 hedge funds and large institutions have $138M invested in iShares MSCI ACWI Low Carbon Target ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+12
Holders Change %
+17.39%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
18
Increased
28
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.79M
2
Morgan Stanley
Morgan Stanley
New York
$6.55M
3
TA
Tiedemann Advisors
New York
$814K
4
ASN
Advisory Services Network
Georgia
$835K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.5M
2
IL
Investure LLC
Virginia
$39.4M
3
Citadel Advisors
Citadel Advisors
Florida
$2.33M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.4M
5
Wells Fargo
Wells Fargo
California
$708K
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
26
Van Hulzen Asset Management
California
$561K +$42.1K +325 +8%
LPL Financial
27
LPL Financial
California
$551K +$111K +858 +25%
GAM
28
Gould Asset Management
California
$518K -$41.4K -320 -7%
ST
29
Spinnaker Trust
Maine
$499K -$42.7K -330 -8%
PWP
30
Personal Wealth Partners
Minnesota
$476K – – –
MWM
31
Merriman Wealth Management
Washington
$442K – – –
RZH
32
Relyea Zuckerberg Hanson
Connecticut
$435K +$435K +3,365 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$406K +$94K +727 +30%
AFG
34
Albion Financial Group
Utah
$393K +$129K +993 +49%
MMA
35
Miracle Mile Advisors
California
$382K +$382K +2,954 New
BSW
36
Buckingham Strategic Wealth
Missouri
$355K – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$329K +$329K +2,542 New
HFS
38
Howard Financial Services
Texas
$324K -$14.7K -114 -4%
C
39
Certuity
Florida
$260K +$260K +2,007 New
WR
40
Watson Rebecca
$260K +$260K +2,012 New
SPIA
41
Steward Partners Investment Advisory
New York
$255K -$4.39K -34 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$254K +$22.7K +175 +10%
GEM
43
Global Endowment Management
North Carolina
$233K +$11.8K +91 +5%
MFM
44
Mirsky Financial Management
New York
$201K +$201K +1,553 New
FHA
45
First Horizon Advisors
Tennessee
$193K +$129 +1 +0.1%
IFAM
46
Institutional & Family Asset Management
Colorado
$177K -$518 -4 -0.3%
BlackRock
47
BlackRock
New York
$169K +$27.2K +210 +19%
CWA
48
Carolina Wealth Advisors
South Carolina
$120K +$120K +925 New
BCI
49
Brinker Capital Investments
Pennsylvania
$107K -$29.7K -229 -22%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$90K +$87.1K +672 +3,055%
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