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iShares Low Carbon Optimized MSCI ACWI ETF

89 hedge funds and large institutions have $221M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

60% more capital invested

Capital invested by funds: $138M → $221M (+$83.3M)

14% more funds holding

Funds holding: 7889 (+11)

5.73% more ownership

Funds ownership: 30.11%35.84% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
30
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
26
Mandatum Life Insurance Company
Finland
$1.12M
MMA
27
Miracle Mile Advisors
California
$1.11M +$507K +3,615 +95%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.04M -$82.7K -590 -8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$892K +$394K +2,813 +88%
VHAM
30
Van Hulzen Asset Management
California
$825K +$29.2K +208 +4%
SPIA
31
Steward Partners Investment Advisory
New York
$799K +$397K +2,828 +111%
Wells Fargo
32
Wells Fargo
California
$765K -$684K -4,876 -49%
FHA
33
First Horizon Advisors
Tennessee
$701K +$3.08K +22 +0.5%
LPL Financial
34
LPL Financial
California
$690K +$17.7K +126 +3%
BDFN
35
Bond & Devick Financial Network
Minnesota
$606K +$571K +4,072 New
GAM
36
Gould Asset Management
California
$600K +$59.6K +425 +12%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$566K +$525K +3,744 +6,240%
PWP
38
Personal Wealth Partners
Minnesota
$547K
PG
39
Patten Group
Tennessee
$470K +$50.3K +359 +13%
CWP
40
Concord Wealth Partners
Virginia
$437K +$412K +2,939 New
BSW
41
Buckingham Strategic Wealth
Missouri
$408K
RZH
42
Relyea Zuckerberg Hanson
Connecticut
$396K -$37.9K -270 -9%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$367K
HFS
44
Howard Financial Services
Texas
$350K
DAS
45
Dynamic Advisor Solutions
Arizona
$339K +$320K +2,281 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$314K +$68.7K +490 +30%
MML Investors Services
47
MML Investors Services
Massachusetts
$306K +$20.8K +148 +8%
C
48
Certuity
Florida
$299K
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$279K +$27.9K +199 +12%
GEM
50
Global Endowment Management
North Carolina
$274K -$2.24K -16 -0.9%

CRBN Hedge Fund Activity: Q4 2020 in Review

89 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2020, worth a combined $221M — up 60% from $138M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CRBN positions and 2 closed out — a net gain of 13 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Betterment LLC, opening a new position worth an estimated $45.7M. The largest seller was Jane Street, cutting an estimated $1.39M.

  • 89 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2020, up from 78 in Q3 2020.
  • Funds reported $221M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2020, up 60% quarter-over-quarter.
  • 15 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2020 and 2 closed out, a net change of +13 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2020 was Betterment LLC, an estimated $45.7M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2020 was Jane Street, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2020.