iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
81 hedge funds and large institutions have $138M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
17% more funds holding
Funds holding: 69 → 81 (+12)
5.22% less ownership
Funds ownership: 33.67% → 28.45% (-5.2%)
14% less capital invested
Capital invested by funds: $161M → $138M (-$22.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.73M |
| 2 |
Morgan Stanley
New York
|
+$949K |
| 3 |
TA
Tiedemann Advisors
New York
|
+$784K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$753K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$709K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$53.2M |
| 2 |
IL
Investure LLC
Charlottesville,
Virginia
|
-$3.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.86M |
| 4 |
JP Morgan Chase
New York
|
-$2.02M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
76
Howard Wealth Management
Madison,
Connecticut
| $10K | +$9.98K | +80 | New |
|
|
LF
77
Lee Financial
Dallas,
Texas
| $10K | +$9.98K | +80 | New |
|
78
Citigroup
New York
| $6K | – | – | – |
|
|
FWM
79
Focused Wealth Management
Newburgh,
New York
| $6K | – | – | – |
|
|
PA
80
PSI Advisors
Tampa,
Florida
| $6K | +$6.49K | +52 | New |
|
81
Rockefeller Capital Management
New York
| $5K | -$374 | -3 | -7% |
|
|
IFWM
82
Institute for Wealth Management
Denver,
Colorado
| $1K | +$1.37K | +11 | New |
|
83
Jane Street
New York
| – | -$1.76M | -14,686 | Closed |
|
|
GSWM
84
Golden State Wealth Management
Santa Ana,
California
| – | -$145K | -1,209 | Closed |
|
|
EWM
85
Elmwood Wealth Management
Berkeley,
California
| – | -$33K | -275 | Closed |
|
|
EW
86
Evoke Wealth
Los Angeles,
California
| – | -$3.36K | -28 | Closed |
|
CRBN Hedge Fund Activity: Q4 2019 in Review
81 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2019, worth a combined $138M — down 14% from $161M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CRBN positions and 4 closed out — a net gain of 14 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $1.73M. The largest seller was Bank of America, cutting an estimated $53.2M.
- 81 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2019, up from 69 in Q3 2019.
- Funds reported $138M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2019, down 14% quarter-over-quarter.
- 18 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2019 and 4 closed out, a net change of +14 holders.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2019 was Mercer Global Advisors, an estimated $1.73M added.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2019 was Bank of America, an estimated $53.2M sold.
Based on aggregated 13F filings for Q4 2019.