iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
58 hedge funds and large institutions have $144M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
21% more funds holding
Funds holding: 48 → 58 (+10)
3% more capital invested
Capital invested by funds: $139M → $144M (+$4.59M)
0.09% more ownership
Funds ownership: 26.58% → 26.67% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.24M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$3.55M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.85M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
+$1.49M |
| 5 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.6M |
| 2 |
IL
Investure LLC
Charlottesville,
Virginia
|
-$2.73M |
| 3 |
JP Morgan Chase
New York
|
-$994K |
| 4 |
DFIG
Dragon Financial & Investment Group
San Mateo,
California
|
-$978K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$463K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $12K | – | – | – |
|
|
WAM
52
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $10K | +$9.94K | +84 | New |
|
53
Citigroup
New York
| $9K | +$8.64K | +73 | New |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
|
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $7.2K | – | – | – |
|
|
FWM
56
Focused Wealth Management
Newburgh,
New York
| $6K | – | – | – |
|
|
AG
57
Advisor Group
Phoenix,
Arizona
| $3K | +$3.43K | +29 | New |
|
|
PG
58
Patten Group
Chattanooga,
Tennessee
| $2K | +$1.77K | +15 | New |
|
|
59
Northern Trust
Chicago,
Illinois
| – | -$463K | -4,015 | Closed |
|
|
RWP
60
RWA Wealth Partners
Newton,
Massachusetts
| – | -$35K | -301 | Closed |
|
|
WIM
61
Westside Investment Management
Santa Monica,
California
| – | -$28.7K | -250 | Closed |
|
CRBN Hedge Fund Activity: Q3 2018 in Review
58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2018, worth a combined $144M — up 3.3% from $139M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CRBN positions and 3 closed out — a net gain of 10 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $4.24M. The largest seller was Susquehanna International Group, cutting an estimated $11.6M.
- 58 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2018, up from 48 in Q2 2018.
- Funds reported $144M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2018, up 3.3% quarter-over-quarter.
- 13 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2018 and 3 closed out, a net change of +10 holders.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2018 was Bank of America, an estimated $4.24M added.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2018 was Susquehanna International Group, an estimated $11.6M sold.
Based on aggregated 13F filings for Q3 2018.