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iShares MSCI ACWI Low Carbon Target ETF
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Overview Fund Activity

81 hedge funds and large institutions have $105M invested in iShares MSCI ACWI Low Carbon Target 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
Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.79%
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

1
TA
Tiedemann Advisors
New York
$6.87M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.84M
3
Citadel Advisors
Citadel Advisors
Florida
$3.3M
4
BWP
BSW Wealth Partners
Colorado
$6.4M
5
MCM
Maxim Capital Management
California
$954K

Top Sellers

1
WU
Wealthsimple US
New York
$1.85M
2
RCG
Rock Creek Group
District of Columbia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.04M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$376K
5
MFM
Mirsky Financial Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
$51K -$65K – –
CAC
52
Certified Advisory Corp
Florida
$51K – – –
OPS
53
Orion Portfolio Solutions
Nebraska
$50K +$50K +491 New
IF
54
Ironwood Financial
Arizona
$47K – – –
GRP
55
Global Retirement Partners
California
$45K – – –
AIC
56
Ameritas Investment Company
Nebraska
$43K +$1.09K +11 +3%
SIAS
57
Shine Investment Advisory Services
Colorado
$43K +$4.78K +47 +13%
SW
58
SVB Wealth
Massachusetts
$42K – – –
EWM
59
Elmwood Wealth Management
California
$32.1K +$32.1K +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 +$22.9K +227 +554%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$26K +$8.8K +90 +51%
AIA
64
Arcadia Investment Advisors
Idaho
$26K +$614 +6 +2%
CFGS
65
Concourse Financial Group Securities
Alabama
$21K – – –
BC
66
Bartlett & Co
Ohio
$18K +$18K +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 -$12.6K -117 -56%
PCG
74
Private Capital Group
Connecticut
$10K +$10K +100 New
PA
75
Parallel Advisors
California
$9K +$700 +7 +8%
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