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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

81 hedge funds and large institutions have $105M invested in iShares Low Carbon Optimized MSCI ACWI 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

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 81 → 81 (0)

1.03% less ownership

Funds ownership: 28.45% → 27.42% (-1%)

24% less capital invested

Capital invested by funds: $138M → $105M (-$33M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
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

Rank Fund Capital Flow
1
TA
Tiedemann Advisors
New York
+$7.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.18M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.73M
4
BWP
BSW Wealth Partners
Colorado
+$1.31M
5
MCM
Maxim Capital Management
California
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
WU
Wealthsimple US
New York
-$18.3M
2
RCG
Rock Creek Group
District of Columbia
-$2.18M
3
JP Morgan Chase
JP Morgan Chase
New York
-$895K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$519K
5
MFM
Mirsky Financial Management
New York
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$8K – – –
LF
77
Lee Financial
Texas
$8K – – –
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.14K -$3.15K -26 -30%
FWM
79
Focused Wealth Management
New York
$5K – – –
FRA
80
Front Row Advisors
California
$5K +$5.46K +45 New
EW
81
Evoke Wealth
California
$2.86K +$3.39K +28 New
WIM
82
Westside Investment Management
California
$30 +$36.4K +300 New
RCG
83
Rock Creek Group
District of Columbia
– -$2.18M -16,850 Closed
MFM
84
Mirsky Financial Management
New York
– -$201K -1,553 Closed
BCI
85
Brinker Capital Investments
Pennsylvania
– -$107K -824 Closed
Fidelity Investments
86
Fidelity Investments
Massachusetts
– -$90K -694 Closed
BWP
87
Baldwin Wealth Partners
Massachusetts
– -$34K -260 Closed
HWM
88
Howard Wealth Management
Connecticut
– -$10K -80 Closed
PA
89
PSI Advisors
Florida
– -$6K -52 Closed
Citigroup
90
Citigroup
New York
– -$6K -49 Closed
IFWM
91
Institute for Wealth Management
Colorado
– -$1K -11 Closed
1 2 3
4

CRBN Hedge Fund Activity: Q1 2020 in Review

81 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2020, worth a combined $105M — down 24% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CRBN positions and 9 closed out — a net gain of 2 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Tiedemann Advisors, adding an estimated $7.38M. The largest seller was Wealthsimple US, cutting an estimated $18.3M.

  • 81 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $105M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2020, down 24% quarter-over-quarter.
  • 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2020 and 9 closed out, a net change of +2 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2020 was Tiedemann Advisors, an estimated $7.38M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2020 was Wealthsimple US, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2020.