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iShares Low Carbon Optimized MSCI ACWI ETF

109 hedge funds and large institutions have $346M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

13% more capital invested

Capital invested by funds: $305M → $346M (+$40.2M)

7% more funds holding

Funds holding: 102109 (+7)

2.12% more ownership

Funds ownership: 39.51%41.63% (+2.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
47
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
51
Certuity
Florida
$333K
CLG
52
Cooperman Leon G
$332K +$327K +2,000 New
BRWA
53
B. Riley Wealth Advisors
Florida
$324K -$16.8K -103 -5%
CWP
54
Concord Wealth Partners
Virginia
$321K -$83.1K -508 -21%
BlackRock
55
BlackRock
New York
$316K +$28.8K +176 +10%
WI
56
WrapManager Inc
California
$308K +$1.64K +10 +0.5%
MML Investors Services
57
MML Investors Services
Massachusetts
$306K -$32.4K -198 -10%
GSEP
58
Golden State Equity Partners
California
$301K +$296K +1,811 New
TPCW
59
TD Private Client Wealth
New York
$299K +$62.8K +384 +27%
GEM
60
Global Endowment Management
North Carolina
$292K -$6.05K -37 -2%
IFAM
61
Institutional & Family Asset Management
Colorado
$269K +$22.9K +140 +9%
ZAM
62
Zevin Asset Management
Massachusetts
$268K
MFM
63
Mirsky Financial Management
New York
$248K +$1.64K +10 +0.7%
Creative Planning
64
Creative Planning
Kansas
$247K -$981 -6 -0.4%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$239K -$3.92K -24 -2%
LF
66
Lee Financial
Texas
$230K +$70.3K +430 +45%
RZH
67
Relyea Zuckerberg Hanson
Connecticut
$219K -$28.9K -177 -12%
AIC
68
Ameritas Investment Company
Nebraska
$218K +$178K +1,091 +491%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$217K +$214K +1,307 New
MFG
70
Merit Financial Group
Georgia
$212K +$209K +1,280 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$149K +$9.97K +61 +7%
US Bancorp
72
US Bancorp
Minnesota
$147K +$4.09K +25 +3%
CWA
73
Carolina Wealth Advisors
South Carolina
$125K
GWM
74
Geneos Wealth Management
Colorado
$123K +$164 +1 +0.1%
FCB
75
First Command Bank
Texas
$122K -$4.25K -26 -3%

CRBN Hedge Fund Activity: Q2 2021 in Review

109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2021, worth a combined $346M — up 13% from $305M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CRBN positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was Betterment LLC, adding an estimated $26.8M. The largest seller was Flow Traders U.S., cutting an estimated $23.7M.

  • 109 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2021, up from 102 in Q1 2021.
  • Funds reported $346M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 14 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2021 and 6 closed out, a net change of +8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2021 was Betterment LLC, an estimated $26.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2021 was Flow Traders U.S., an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2021.