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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

78 hedge funds and large institutions have $138M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $126M → $138M (+$12.2M)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.48% less ownership

Funds ownership: 30.58% → 30.11% (-0.48%)

3% less funds holding

Funds holding: 80 → 78 (-2)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
20
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.32M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.36M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.47M
4
ASN
Advisory Services Network
Georgia
+$668K
5
Morgan Stanley
Morgan Stanley
New York
+$461K

Top Sellers

Rank Fund Capital Flow
1
BWP
BSW Wealth Partners
Colorado
-$5.14M
2
Jane Street
Jane Street
New York
-$1.89M
3
WU
Wealthsimple US
New York
-$1.53M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$959K
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$672K
Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
26
Van Hulzen Asset Management
California
$699K +$158K +1,220 +30%
FHA
27
First Horizon Advisors
Tennessee
$615K – – –
LPL Financial
28
LPL Financial
California
$591K -$17.2K -133 -3%
MMA
29
Miracle Mile Advisors
California
$500K +$55.9K +431 +13%
PWP
30
Personal Wealth Partners
Minnesota
$482K – – –
GAM
31
Gould Asset Management
California
$473K +$18.2K +140 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$417K -$64.3K -496 -13%
RZH
33
Relyea Zuckerberg Hanson
Connecticut
$396K -$24K -185 -6%
PG
34
Patten Group
Tennessee
$367K +$30.1K +232 +9%
BSW
35
Buckingham Strategic Wealth
Missouri
$360K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$333K -$37K -285 -10%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$323K – – –
HFS
38
Howard Financial Services
Texas
$308K -$19.8K -153 -6%
HighTower Advisors
39
HighTower Advisors
Illinois
$274K +$2.98K +23 +1%
C
40
Certuity
Florida
$263K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$250K +$247K +1,905 New
GEM
42
Global Endowment Management
North Carolina
$243K -$6.74K -52 -3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$235K +$232K +1,791 New
BlackRock
44
BlackRock
New York
$227K +$33.7K +260 +18%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$219K +$217K +1,673 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$213K -$276K -2,126 -57%
ZAM
47
Zevin Asset Management
Massachusetts
$212K +$209K +1,615 New
IFAM
48
Institutional & Family Asset Management
Colorado
$188K -$2.46K -19 -1%
US Bancorp
49
US Bancorp
Minnesota
$100K – – –
CWA
50
Carolina Wealth Advisors
South Carolina
$99K -$13.7K -106 -12%
1
2
3 4

CRBN Hedge Fund Activity: Q3 2020 in Review

78 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2020, worth a combined $138M — up 9.7% from $126M a quarter earlier.

Fund positioning in CRBN was balanced in Q3 2020: 9 funds opened new positions, 9 closed out, 20 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $5.32M. The largest seller was BSW Wealth Partners, cutting an estimated $5.14M.

  • 78 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2020, down from 80 in Q2 2020.
  • Funds reported $138M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2020, up 9.7% quarter-over-quarter.
  • 9 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2020 and 9 closed out, a net change of 0 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2020 was Bank of America, an estimated $5.32M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2020 was BSW Wealth Partners, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2020.