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iShares Low Carbon Optimized MSCI ACWI ETF

89 hedge funds and large institutions have $221M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

60% more capital invested

Capital invested by funds: $138M → $221M (+$83.3M)

14% more funds holding

Funds holding: 7889 (+11)

5.73% more ownership

Funds ownership: 30.11%35.84% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
30
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$267K -$41.9K -299 -14%
BlackRock
52
BlackRock
New York
$257K
IFAM
53
Institutional & Family Asset Management
Colorado
$248K +$32.5K +232 +16%
ZAM
54
Zevin Asset Management
Massachusetts
$240K
GSC
55
Ground Swell Capital
South Carolina
$224K +$211K +1,504 New
MFM
56
Mirsky Financial Management
New York
$221K +$208K +1,483 New
GSWM
57
Golden State Wealth Management
California
$219K +$207K +1,478 New
LF
58
Lee Financial
Texas
$139K +$116K +829 +790%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$127K +$79.8K +569 +215%
US Bancorp
60
US Bancorp
Minnesota
$113K
CWA
61
Carolina Wealth Advisors
South Carolina
$112K
GWM
62
Geneos Wealth Management
Colorado
$112K +$101K +721 New
PP
63
PrairieView Partners
Minnesota
$88K +$11.2K +80 +16%
PG
64
Proffitt & Goodson
Tennessee
$81K
TPCW
65
TD Private Client Wealth
New York
$73.8K +$69.6K +496 New
IF
66
Ironwood Financial
Arizona
$55K +$1.82K +13 +4%
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$45K
AIA
68
Arcadia Investment Advisors
Idaho
$39.9K
BCWM
69
Bartlett & Co Wealth Management
Ohio
$26K
BC
70
Bartlett & Co
Ohio
$26K
MIFH
71
Migdal Insurance & Financial Holdings
Israel
$21K
SFS
72
Sowell Financial Services
Arkansas
$20K
NCM
73
New Capital Management
Texas
$17K
DWMG
74
DB Wealth Management Group
California
$17K +$16.3K +116 New
DWA
75
Dougherty Wealth Advisers
Minnesota
$16K

CRBN Hedge Fund Activity: Q4 2020 in Review

89 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2020, worth a combined $221M — up 60% from $138M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CRBN positions and 2 closed out — a net gain of 13 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Betterment LLC, opening a new position worth an estimated $45.7M. The largest seller was Jane Street, cutting an estimated $1.39M.

  • 89 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2020, up from 78 in Q3 2020.
  • Funds reported $221M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2020, up 60% quarter-over-quarter.
  • 15 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2020 and 2 closed out, a net change of +13 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2020 was Betterment LLC, an estimated $45.7M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2020 was Jane Street, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2020.