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iShares Low Carbon Optimized MSCI ACWI ETF

102 hedge funds and large institutions have $305M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $221M → $305M (+$84.1M)

15% more funds holding

Funds holding: 89102 (+13)

3.67% more ownership

Funds ownership: 35.84%39.51% (+3.7%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
30
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
51
Zevin Asset Management
Massachusetts
$252K
RZH
52
Relyea Zuckerberg Hanson
Connecticut
$244K -$179K -1,165 -44%
Creative Planning
53
Creative Planning
Kansas
$233K +$230K +1,494 New
MFM
54
Mirsky Financial Management
New York
$232K
IFAM
55
Institutional & Family Asset Management
Colorado
$231K -$28.7K -186 -11%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$229K -$99.7K -647 -31%
TPCW
57
TD Private Client Wealth
New York
$222K +$142K +924 +186%
LF
58
Lee Financial
Texas
$149K +$3.08K +20 +2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$134K
US Bancorp
60
US Bancorp
Minnesota
$134K +$15.4K +100 +13%
ED
61
Exane Derivatives
France
$130K +$129K +835 New
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$126K +$124K +805 New
GWM
63
Geneos Wealth Management
Colorado
$119K +$2.31K +15 +2%
FCB
64
First Command Bank
Texas
$119K +$117K +761 New
FCFS
65
First Command Financial Services
Texas
$119K +$117K +761 New
CWA
66
Carolina Wealth Advisors
South Carolina
$118K
CAC
67
Certified Advisory Corp
Florida
$94K +$92.4K +600 New
PP
68
PrairieView Partners
Minnesota
$93K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$87K -$1.79M -11,589 -95%
PG
70
Proffitt & Goodson
Tennessee
$85K
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$66K +$65.2K +423 New
IF
72
Ironwood Financial
Arizona
$59K +$770 +5 +1%
DWP
73
Destiny Wealth Partners
Florida
$57K +$56.7K +368 New
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$47K
EWM
75
Elmwood Wealth Management
California
$41K +$40.8K +265 New

CRBN Hedge Fund Activity: Q1 2021 in Review

102 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2021, worth a combined $305M — up 38% from $221M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CRBN positions and 5 closed out — a net gain of 14 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $31.8M. The largest seller was Citadel Advisors, cutting an estimated $4.54M.

  • 102 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2021, up from 89 in Q4 2020.
  • Funds reported $305M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2021, up 38% quarter-over-quarter.
  • 19 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2021 and 5 closed out, a net change of +14 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2021 was Flow Traders U.S., an estimated $31.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2021 was Citadel Advisors, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2021.