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iShares Low Carbon Optimized MSCI ACWI ETF

80 hedge funds and large institutions have $126M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $105M → $126M (+$20.6M)

3.17% more ownership

Funds ownership: 27.42%30.58% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 8180 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
19
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Albion Financial Group
Utah
$728K +$12.6K +110 +2%
FHA
27
First Horizon Advisors
Tennessee
$567K +$355K +3,105 +195%
LPL Financial
28
LPL Financial
California
$561K -$120K -1,054 -19%
ST
29
Spinnaker Trust
Maine
$499K +$7.09K +62 +2%
VHAM
30
Van Hulzen Asset Management
California
$497K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$453K -$123K -1,076 -22%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$445K +$686 +6 +0.2%
PWP
33
Personal Wealth Partners
Minnesota
$444K
GAM
34
Gould Asset Management
California
$419K -$26.9K -235 -6%
MWM
35
Merriman Wealth Management
Washington
$413K
MMA
36
Miracle Mile Advisors
California
$409K -$6.74K -59 -2%
RZH
37
Relyea Zuckerberg Hanson
Connecticut
$376K -$28.6K -250 -7%
SPIA
38
Steward Partners Investment Advisory
New York
$341K
BSW
39
Buckingham Strategic Wealth
Missouri
$332K
PG
40
Patten Group
Tennessee
$311K +$294K +2,570 New
HFS
41
Howard Financial Services
Texas
$303K
Baird Financial Group
42
Baird Financial Group
Wisconsin
$298K +$1.37K +12 +0.5%
WR
43
Watson Rebecca
$265K -$572 -5 -0.2%
HighTower Advisors
44
HighTower Advisors
Illinois
$252K -$1.14K -10 -0.5%
C
45
Certuity
Florida
$243K
GEM
46
Global Endowment Management
North Carolina
$231K -$6.63K -58 -3%
BlackRock
47
BlackRock
New York
$178K
IFAM
48
Institutional & Family Asset Management
Colorado
$175K +$11.4K +100 +7%
PG
49
Proffitt & Goodson
Tennessee
$104K -$4.57K -40 -4%
CWA
50
Carolina Wealth Advisors
South Carolina
$104K

CRBN Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2020, worth a combined $126M — up 20% from $105M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CRBN and 6 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 19 added.

The largest buyer was Jane Street, opening a new position worth an estimated $9.16M. The largest seller was Osaic Holdings, cutting an estimated $7.97M.

  • 80 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2020, down from 81 in Q1 2020.
  • Funds reported $126M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2020, up 20% quarter-over-quarter.
  • 6 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2020 and 7 closed out, a net change of -1 holder.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2020 was Jane Street, an estimated $9.16M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2020 was Osaic Holdings, an estimated $7.97M sold.

Based on aggregated 13F filings for Q2 2020.