iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
57 hedge funds and large institutions have $140M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 7 closing their positions.
229% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
17% more capital invested
Capital invested by funds: $121M → $140M (+$19.9M)
7.82% more ownership
Funds ownership: 25.42% → 33.24% (+7.8%)
2% more funds holding
Funds holding: 56 → 57 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.1M |
| 2 |
Jane Street
New York
|
+$3.05M |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$2.67M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.94M |
| 5 |
Morgan Stanley
New York
|
+$781K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.28M |
| 2 |
HGI
Hansberger Growth Investors
Madison,
Wisconsin
|
-$2.57M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$623K |
| 5 |
LPL Financial
San Diego,
California
|
-$366K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | +$225 | +2 | +3% |
|
|
WAM
52
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $10K | – | – | – |
|
|
CHP
53
Cable Hill Partners
Portland,
Oregon
| $10K | +$9.56K | +85 | New |
|
|
LWCFA
54
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $8K | +$7.99K | +71 | New |
|
|
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $7K | – | – | – |
|
|
FWM
56
Focused Wealth Management
Newburgh,
New York
| $6K | – | – | – |
|
|
AG
57
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
|
GT
58
Glenmede Trust
Philadelphia,
Pennsylvania
| $1.11K | +$3.49K | +31 | +0.3% |
|
|
HGI
59
Hansberger Growth Investors
Madison,
Wisconsin
| – | -$2.57M | -24,952 | Closed |
|
|
60
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.22M | -21,587 | Closed |
|
|
AIC
61
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$44K | -429 | Closed |
|
|
PMFA
62
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$6K | -59 | Closed |
|
|
PG
63
Patten Group
Chattanooga,
Tennessee
| – | -$2K | -20 | Closed |
|
CRBN Hedge Fund Activity: Q1 2019 in Review
57 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2019, worth a combined $140M — up 17% from $121M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CRBN positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $5.1M. The largest seller was JP Morgan Chase, cutting an estimated $5.28M.
- 57 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2019, up from 56 in Q4 2018.
- Funds reported $140M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2019, up 17% quarter-over-quarter.
- 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2019 and 7 closed out, a net change of +3 holders.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2019 was Bank of America, an estimated $5.1M added.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2019 was JP Morgan Chase, an estimated $5.28M sold.
Based on aggregated 13F filings for Q1 2019.