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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

81 hedge funds and large institutions have $105M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 81 → 81 (0)

1.03% less ownership

Funds ownership: 28.45% → 27.42% (-1%)

24% less capital invested

Capital invested by funds: $138M → $105M (-$33M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
30
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
Tiedemann Advisors
New York
+$7.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.18M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.73M
4
BWP
BSW Wealth Partners
Colorado
+$1.31M
5
MCM
Maxim Capital Management
California
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
WU
Wealthsimple US
New York
-$18.3M
2
RCG
Rock Creek Group
District of Columbia
-$2.18M
3
JP Morgan Chase
JP Morgan Chase
New York
-$895K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$519K
5
MFM
Mirsky Financial Management
New York
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
51
Certified Advisory Corp
Florida
$51K – – –
HNB
52
Huntington National Bank
Ohio
$51K – – –
OPS
53
Orion Portfolio Solutions
Nebraska
$50K +$59.5K +491 New
IF
54
Ironwood Financial
Arizona
$47K – – –
GRP
55
Global Retirement Partners
California
$45K – – –
AIC
56
Ameritas Investment Company
Nebraska
$43K +$1.33K +11 +3%
SIAS
57
Shine Investment Advisory Services
Colorado
$43K +$5.7K +47 +13%
SW
58
SVB Wealth
Massachusetts
$42K – – –
EWM
59
Elmwood Wealth Management
California
$32.1K +$33.3K +275 New
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$31K – – –
FEG
61
Financial Enhancement Group
Indiana
$30K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$27K +$27.5K +227 +554%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$26K +$10.9K +90 +51%
AIA
64
Arcadia Investment Advisors
Idaho
$26K +$727 +6 +2%
CFGS
65
Concourse Financial Group Securities
Alabama
$21K – – –
BC
66
Bartlett & Co
Ohio
$18K +$21.2K +175 New
BCWM
67
Bartlett & Co Wealth Management
Ohio
$17.9K – – –
MIFH
68
Migdal Insurance & Financial Holdings
Israel
$14K – – –
SFS
69
Sowell Financial Services
Arkansas
$14K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
NCM
71
New Capital Management
Texas
$12K – – –
DWA
72
Dougherty Wealth Advisers
Minnesota
$11K – – –
KPW
73
Kore Private Wealth
New York
$10K -$14.2K -117 -56%
PCG
74
Private Capital Group
Connecticut
$10K +$12.1K +100 New
PA
75
Parallel Advisors
California
$9K +$849 +7 +8%
1 2
3
4

CRBN Hedge Fund Activity: Q1 2020 in Review

81 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2020, worth a combined $105M — down 24% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRBN positions and 9 closed out — a net gain of 2 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Tiedemann Advisors, adding an estimated $7.38M. The largest seller was Wealthsimple US, cutting an estimated $18.3M.

  • 81 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $105M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2020, down 24% quarter-over-quarter.
  • 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2020 and 9 closed out, a net change of +2 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2020 was Tiedemann Advisors, an estimated $7.38M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2020 was Wealthsimple US, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2020.