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iShares Low Carbon Optimized MSCI ACWI ETF

57 hedge funds and large institutions have $140M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $121M → $140M (+$19.9M)

7.82% more ownership

Funds ownership: 25.42%33.24% (+7.8%)

2% more funds holding

Funds holding: 5657 (+1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
23
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$57.3M +$5.1M +45,354 +10%
IL
2
Investure LLC
Virginia
$38.1M
JP Morgan Chase
3
JP Morgan Chase
New York
$8.64M -$5.28M -46,959 -39%
BWP
4
BSW Wealth Partners
Colorado
$8.56M +$2.67M +23,721 +48%
Jane Street
5
Jane Street
New York
$3.55M +$3.05M +27,111 +808%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$3.48M +$44.2K +393 +1%
Morgan Stanley
7
Morgan Stanley
New York
$3.35M +$781K +6,941 +32%
UBS Group
8
UBS Group
Switzerland
$2.54M -$623K -5,537 -20%
Citadel Advisors
9
Citadel Advisors
Florida
$2.02M +$1.94M +17,290 New
MLIC
10
Mandatum Life Insurance Company
Finland
$1.41M
Ameriprise
11
Ameriprise
Minnesota
$1.22M +$14.5K +129 +1%
Goldman Sachs
12
Goldman Sachs
New York
$1.08M -$166K -1,472 -14%
RWM
13
Ritholtz Wealth Management
New York
$938K +$92.2K +820 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$814K -$220K -1,955 -22%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$622K +$601K +5,340 New
LPL Financial
16
LPL Financial
California
$596K -$366K -3,256 -39%
GAM
17
Gould Asset Management
California
$559K +$65.2K +580 +14%
SCM
18
Stonehearth Capital Management
Massachusetts
$518K +$123K +1,093 +33%
VHAM
19
Van Hulzen Asset Management
California
$491K +$3.38K +30 +0.7%
ST
20
Spinnaker Trust
Maine
$450K +$225 +2 +0.1%
PWP
21
Personal Wealth Partners
Minnesota
$429K +$414K +3,677 New
MWM
22
Merriman Wealth Management
Washington
$398K
RJFSA
23
Raymond James Financial Services Advisors
Florida
$384K +$46.8K +416 +14%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$325K +$3.04K +27 +1%
BSW
25
Buckingham Strategic Wealth
Missouri
$320K +$309K +2,745 New

CRBN Hedge Fund Activity: Q1 2019 in Review

57 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2019, worth a combined $140M — up 17% from $121M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CRBN positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $5.1M. The largest seller was JP Morgan Chase, cutting an estimated $5.28M.

  • 57 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $140M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 10 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2019 and 7 closed out, a net change of +3 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2019 was Bank of America, an estimated $5.1M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2019 was JP Morgan Chase, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2019.