iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
78 hedge funds and large institutions have $138M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 9 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
10% more capital invested
Capital invested by funds: $126M → $138M (+$12.2M)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
0.48% less ownership
Funds ownership: 30.58% → 30.11% (-0.48%)
3% less funds holding
Funds holding: 80 → 78 (-2)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.36M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.47M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$668K |
| 5 |
Morgan Stanley
New York
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$5.14M |
| 2 |
Jane Street
New York
|
-$1.89M |
| 3 |
WU
Wealthsimple US
Brooklyn,
New York
|
-$1.53M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$959K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$672K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EW
76
Evoke Wealth
Los Angeles,
California
| $4K | – | – | – |
|
|
FFC
77
Fure Financial Corporation
Bloomington,
Minnesota
| $3K | +$3.24K | +25 | New |
|
|
WIM
78
Westside Investment Management
Santa Monica,
California
| $39 | – | – | – |
|
|
WU
79
Wealthsimple US
Brooklyn,
New York
| – | -$1.53M | -12,629 | Closed |
|
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$959K | -7,937 | Closed |
|
|
ST
81
Spinnaker Trust
Portland,
Maine
| – | -$499K | -4,135 | Closed |
|
|
MWM
82
Merriman Wealth Management
Seattle,
Washington
| – | -$413K | -3,416 | Closed |
|
|
WR
83
Watson Rebecca
| – | -$265K | -2,193 | Closed |
|
|
CAN
84
Cetera Advisor Networks
El Segundo,
California
| – | -$98K | -810 | Closed |
|
|
OPS
85
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$59K | -490 | Closed |
|
|
PAG
86
Private Advisor Group
Morristown,
New Jersey
| – | -$47K | -390 | Closed |
|
|
KPW
87
Kore Private Wealth
New York
| – | -$11K | -93 | Closed |
|
CRBN Hedge Fund Activity: Q3 2020 in Review
78 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2020, worth a combined $138M — up 9.7% from $126M a quarter earlier.
Fund positioning in CRBN was balanced in Q3 2020: 9 funds opened new positions, 9 closed out, 20 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $5.32M. The largest seller was BSW Wealth Partners, cutting an estimated $5.14M.
- 78 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2020, down from 80 in Q2 2020.
- Funds reported $138M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2020, up 9.7% quarter-over-quarter.
- 9 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2020 and 9 closed out, a net change of 0 holders.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2020 was Bank of America, an estimated $5.32M added.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2020 was BSW Wealth Partners, an estimated $5.14M sold.
Based on aggregated 13F filings for Q3 2020.