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iShares Low Carbon Optimized MSCI ACWI ETF

69 hedge funds and large institutions have $161M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

17% more funds holding

Funds holding: 5969 (+10)

10% more capital invested

Capital invested by funds: $146M → $161M (+$15M)

1.29% more ownership

Funds ownership: 32.38%33.67% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
20
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Elmwood Wealth Management
California
$33K
BWP
52
Baldwin Wealth Partners
Massachusetts
$31K
AIC
53
Ameritas Investment Company
Nebraska
$31K +$30.6K +256 New
AIA
54
Arcadia Investment Advisors
Idaho
$29K +$28.8K +241 New
AG
55
Advisor Group
Arizona
$28K +$23.9K +200 +690%
CFGS
56
Concourse Financial Group Securities
Alabama
$24K
BCWM
57
Bartlett & Co Wealth Management
Ohio
$21K +$20.9K +175 New
BC
58
Bartlett & Co
Ohio
$21K +$20.9K +175 New
MIFH
59
Migdal Insurance & Financial Holdings
Israel
$17K
SFS
60
Sowell Financial Services
Arkansas
$16K +$16.1K +135 New
DWA
61
Dougherty Wealth Advisers
Minnesota
$13K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$12K
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.21K
Citigroup
64
Citigroup
New York
$6K -$5.49K -46 -48%
FWM
65
Focused Wealth Management
New York
$6K
PA
66
Parallel Advisors
California
$5K +$4.9K +41 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$5K +$5.25K +44 New
EW
68
Evoke Wealth
California
$3.36K +$3.34K +28 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$3K +$2.63K +22 New
GT
70
Glenmede Trust
Pennsylvania
$1.16K
MMA
71
Miracle Mile Advisors
California
-$215K -1,800 Closed
RE
72
RBC Europe
United Kingdom
-$16.5K -138 Closed

CRBN Hedge Fund Activity: Q3 2019 in Review

69 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2019, worth a combined $161M — up 10% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CRBN positions and 2 closed out — a net gain of 11 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.88M. The largest seller was Miracle Mile Advisors, exiting entirely with an estimated $215K sold.

  • 69 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2019, up from 59 in Q2 2019.
  • Funds reported $161M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 13 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2019 and 2 closed out, a net change of +11 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2019 was Citadel Advisors, an estimated $4.88M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2019 was Miracle Mile Advisors, an estimated $215K sold.

Based on aggregated 13F filings for Q3 2019.