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iShares Low Carbon Optimized MSCI ACWI ETF

102 hedge funds and large institutions have $305M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $221M → $305M (+$84.1M)

15% more funds holding

Funds holding: 89102 (+13)

3.67% more ownership

Funds ownership: 35.84%39.51% (+3.7%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
30
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
76
Arcadia Investment Advisors
Idaho
$36.2K -$5.55K -36 -13%
AIC
77
Ameritas Investment Company
Nebraska
$34.7K +$34.2K +222 New
FWM
78
Focused Wealth Management
New York
$34K +$25.4K +165 +330%
BCWM
79
Bartlett & Co Wealth Management
Ohio
$27.3K
BC
80
Bartlett & Co
Ohio
$27K
MWM
81
Mascoma Wealth Management
New Hampshire
$25K +$24.6K +160 New
4FG
82
4Thought Financial Group
New York
$24K +$23.9K +155 New
MIFH
83
Migdal Insurance & Financial Holdings
Israel
$22K
SFS
84
Sowell Financial Services
Arkansas
$22K
DWMG
85
DB Wealth Management Group
California
$18K
NCM
86
New Capital Management
Texas
$18K
DWA
87
Dougherty Wealth Advisers
Minnesota
$17K
PCG
88
Private Capital Group
Connecticut
$16K
HI
89
Harbour Investments
Wisconsin
$13K +$13.1K +85 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$12K
AWA
91
Arkadios Wealth Advisors
Georgia
$9K
CFD
92
Creative Financial Designs
Indiana
$9K
CFGS
93
Concourse Financial Group Securities
Alabama
$9K +$9.09K +59 New
FPW
94
Flagship Private Wealth
Massachusetts
$8.54K
FRA
95
Front Row Advisors
California
$7K
AIP
96
Ameritas Investment Partners
Nebraska
$6K
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$6K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$5K +$4.62K +30 New
EW
99
Evoke Wealth
California
$4K
TCWA
100
Ten Capital Wealth Advisors
Washington
$4K +$4.93K +32 New

CRBN Hedge Fund Activity: Q1 2021 in Review

102 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2021, worth a combined $305M — up 38% from $221M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CRBN positions and 5 closed out — a net gain of 14 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $31.8M. The largest seller was Citadel Advisors, cutting an estimated $4.54M.

  • 102 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2021, up from 89 in Q4 2020.
  • Funds reported $305M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2021, up 38% quarter-over-quarter.
  • 19 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2021 and 5 closed out, a net change of +14 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2021 was Flow Traders U.S., an estimated $31.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2021 was Citadel Advisors, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2021.