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iShares Low Carbon Optimized MSCI ACWI ETF
CRBN

19 hedge funds and large institutions have $43M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

24% more capital invested

Capital invested by funds: $34.6M → $43M (+$8.46M)

19% more funds holding

Funds holding: 16 → 19 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.6% less ownership

Funds ownership: 15.35% → 14.75% (-0.6%)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
6
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.08M
2
VKH
Virtu KCG Holdings
New York
+$455K
3
CS
Credit Suisse
Switzerland
+$348K
4
UBS Group
UBS Group
Switzerland
+$288K
5
V
Veritable
Delaware
+$202K

Top Sellers

Rank Fund Capital Flow
1
SCA
Snowden Capital Advisors
New York
-$76.1K
2
ST
Spinnaker Trust
Maine
-$51.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
IL
1
Investure LLC
Virginia
$26.1M – – –
Bank of America
2
Bank of America
North Carolina
$10.5M +$5.08M +53,003 +96%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.72M +$32.1K +335 +2%
CBU
4
CIBC Bank USA
Illinois
$1.03M – – –
MLIC
5
Mandatum Life Insurance Company
Finland
$782K – – –
CS
6
Credit Suisse
Switzerland
$613K +$348K +3,632 +136%
UBS Group
7
UBS Group
Switzerland
$557K +$288K +3,002 +110%
VKH
8
Virtu KCG Holdings
New York
$461K +$455K +4,745 New
Morgan Stanley
9
Morgan Stanley
New York
$358K +$52.5K +547 +17%
SCA
10
Snowden Capital Advisors
New York
$253K -$76.1K -794 -23%
ST
11
Spinnaker Trust
Maine
$216K -$51.2K -534 -19%
V
12
Veritable
Delaware
$204K +$202K +2,102 New
GT
13
Glenmede Trust
Pennsylvania
$114K +$288 +3 +0.3%
MFS
14
MSI Financial Services
Massachusetts
$58K – – –
Wells Fargo
15
Wells Fargo
California
$43K +$42.7K +445 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$11K – – –
FWM
17
Focused Wealth Management
New York
$5K – – –
CDIA
18
Capital Directions Investment Advisors
Georgia
$4K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3K – – –

CRBN Hedge Fund Activity: Q3 2016 in Review

19 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2016, worth a combined $43M — up 24% from $34.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CRBN positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $5.08M. The largest seller was Snowden Capital Advisors, cutting an estimated $76.1K.

  • 19 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2016, up from 16 in Q2 2016.
  • Funds reported $43M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2016, up 24% quarter-over-quarter.
  • 3 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2016 and 0 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2016 was Bank of America, an estimated $5.08M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2016 was Snowden Capital Advisors, an estimated $76.1K sold.

Based on aggregated 13F filings for Q3 2016.