iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
80 hedge funds and large institutions have $126M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 7 closing their positions.
20% more capital invested
Capital invested by funds: $105M → $126M (+$20.6M)
3.17% more ownership
Funds ownership: 27.42% → 30.58% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 81 → 80 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$9.16M |
| 2 |
Morgan Stanley
New York
|
+$1.2M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$761K |
| 4 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$355K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.97M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.29M |
| 3 |
TA
Tiedemann Advisors
New York
|
-$1.99M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.63M |
| 5 |
JP Morgan Chase
New York
|
-$1.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
76
Focused Wealth Management
Newburgh,
New York
| $6K | – | – | – |
|
77
Rockefeller Capital Management
New York
| $5K | -$25.9K | -227 | -85% |
|
|
FRA
78
Front Row Advisors
Tiburon,
California
| $5K | – | – | – |
|
|
EW
79
Evoke Wealth
Los Angeles,
California
| $3K | – | – | – |
|
|
WIM
80
Westside Investment Management
Santa Monica,
California
| $36 | – | – | – |
|
|
81
Citadel Advisors
Miami,
Florida
| – | -$3.29M | -32,224 | Closed |
|
|
82
Mercer Global Advisors
Denver,
Colorado
| – | -$1.63M | -15,983 | Closed |
|
|
GRP
83
Global Retirement Partners
San Rafael,
California
| – | -$45K | -438 | Closed |
|
|
AIC
84
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$43K | -434 | Closed |
|
|
FEG
85
Financial Enhancement Group
Anderson,
Indiana
| – | -$30K | -298 | Closed |
|
|
CFGS
86
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$23K | -201 | Closed |
|
|
PA
87
Parallel Advisors
San Francisco,
California
| – | -$9K | -90 | Closed |
|
CRBN Hedge Fund Activity: Q2 2020 in Review
80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2020, worth a combined $126M — up 20% from $105M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CRBN and 6 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 19 added.
The largest buyer was Jane Street, opening a new position worth an estimated $9.16M. The largest seller was Osaic Holdings, cutting an estimated $7.97M.
- 80 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2020, down from 81 in Q1 2020.
- Funds reported $126M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2020, up 20% quarter-over-quarter.
- 6 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2020 and 7 closed out, a net change of -1 holder.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2020 was Jane Street, an estimated $9.16M added.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2020 was Osaic Holdings, an estimated $7.97M sold.
Based on aggregated 13F filings for Q2 2020.