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iShares Low Carbon Optimized MSCI ACWI ETF

109 hedge funds and large institutions have $346M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

13% more capital invested

Capital invested by funds: $305M → $346M (+$40.2M)

7% more funds holding

Funds holding: 102109 (+7)

2.12% more ownership

Funds ownership: 39.51%41.63% (+2.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
47
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
76
First Command Financial Services
Texas
$122K -$4.25K -26 -3%
PP
77
PrairieView Partners
Minnesota
$101K +$2.45K +15 +3%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$91K -$1.64K -10 -2%
PG
79
Proffitt & Goodson
Tennessee
$90K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$88K +$80.6K +493 +1,202%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$70K
IF
82
Ironwood Financial
Arizona
$62K
1832 Asset Management
83
1832 Asset Management
Ontario, Canada
$50K
EWM
84
Elmwood Wealth Management
California
$44K
AIA
85
Arcadia Investment Advisors
Idaho
$40.7K +$2.13K +13 +6%
FWM
86
Focused Wealth Management
New York
$36K
BC
87
Bartlett & Co
Ohio
$35K +$5.72K +35 +20%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$34.9K +$5.72K +35 +20%
4FG
89
4Thought Financial Group
New York
$26K +$327 +2 +1%
Barclays
90
Barclays
United Kingdom
$25K +$24.9K +152 New
MIFH
91
Migdal Insurance & Financial Holdings
Israel
$23K
CFGS
92
Concourse Financial Group Securities
Alabama
$20K +$9.65K +59 +100%
DWMG
93
DB Wealth Management Group
California
$19K
DWA
94
Dougherty Wealth Advisers
Minnesota
$17K -$491 -3 -3%
PCG
95
Private Capital Group
Connecticut
$17K
CYG
96
Clean Yield Group
Vermont
$17K +$16.4K +100 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$15K +$10.3K +63 +210%
HI
98
Harbour Investments
Wisconsin
$14K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$12K
AWA
100
Arkadios Wealth Advisors
Georgia
$10K

CRBN Hedge Fund Activity: Q2 2021 in Review

109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2021, worth a combined $346M — up 13% from $305M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CRBN positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was Betterment LLC, adding an estimated $26.8M. The largest seller was Flow Traders U.S., cutting an estimated $23.7M.

  • 109 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2021, up from 102 in Q1 2021.
  • Funds reported $346M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 14 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2021 and 6 closed out, a net change of +8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2021 was Betterment LLC, an estimated $26.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2021 was Flow Traders U.S., an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2021.