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iShares Low Carbon Optimized MSCI ACWI ETF

109 hedge funds and large institutions have $346M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

13% more capital invested

Capital invested by funds: $305M → $346M (+$40.2M)

7% more funds holding

Funds holding: 102109 (+7)

2.12% more ownership

Funds ownership: 39.51%41.63% (+2.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
47
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
26
Glenmede Trust
Pennsylvania
$1.59M +$69.3K +424 +5%
SC
27
Scotia Capital
Ontario, Canada
$1.28M +$1.26M +7,732 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.07M +$87.3K +534 +9%
VHAM
29
Van Hulzen Asset Management
California
$1.04M +$99.1K +606 +11%
LPL Financial
30
LPL Financial
California
$1.01M +$124K +758 +14%
GAM
31
Gould Asset Management
California
$974K +$67K +410 +8%
SPIA
32
Steward Partners Investment Advisory
New York
$942K +$50.2K +307 +6%
MLIC
33
Mandatum Life Insurance Company
Finland
$873K -$367K -2,242 -30%
HPWM
34
Highland Private Wealth Management
Washington
$794K +$782K +4,783 New
Wells Fargo
35
Wells Fargo
California
$762K -$102K -621 -12%
ED
36
Exane Derivatives
France
$759K +$603K +3,688 +442%
FHA
37
First Horizon Advisors
Tennessee
$689K -$92.5K -566 -12%
NA
38
Nottingham Advisors
New York
$675K +$665K +4,068 New
BDFN
39
Bond & Devick Financial Network
Minnesota
$669K -$7.36K -45 -1%
DAS
40
Dynamic Advisor Solutions
Arizona
$657K +$81.8K +500 +14%
PWP
41
Personal Wealth Partners
Minnesota
$610K
PG
42
Patten Group
Tennessee
$610K +$60.5K +370 +11%
PWM
43
PRW Wealth Management
Massachusetts
$610K +$601K +3,673 New
CFSG
44
Community Financial Services Group
Vermont
$545K +$537K +3,282 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$509K +$37.1K +227 +8%
BSW
46
Buckingham Strategic Wealth
Missouri
$456K
Cerity Partners
47
Cerity Partners
New York
$447K -$1.72M -10,526 -80%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$433K +$426K +2,606 New
HighTower Advisors
49
HighTower Advisors
Illinois
$401K +$95.2K +582 +32%
HFS
50
Howard Financial Services
Texas
$367K -$23.7K -145 -6%

CRBN Hedge Fund Activity: Q2 2021 in Review

109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2021, worth a combined $346M — up 13% from $305M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CRBN positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was Betterment LLC, adding an estimated $26.8M. The largest seller was Flow Traders U.S., cutting an estimated $23.7M.

  • 109 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2021, up from 102 in Q1 2021.
  • Funds reported $346M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 14 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2021 and 6 closed out, a net change of +8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2021 was Betterment LLC, an estimated $26.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2021 was Flow Traders U.S., an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2021.