We are live on ! Find out more
CRBN icon

iShares Low Carbon Optimized MSCI ACWI ETF

69 hedge funds and large institutions have $161M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

17% more funds holding

Funds holding: 5969 (+10)

10% more capital invested

Capital invested by funds: $146M → $161M (+$15M)

1.29% more ownership

Funds ownership: 32.38%33.67% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
20
Reduced
10
Closed
2
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
$64.8M +$3.71M +31,071 +6%
IL
2
Investure LLC
Virginia
$39.8M
JP Morgan Chase
3
JP Morgan Chase
New York
$13.5M -$212K -1,775 -2%
BWP
4
BSW Wealth Partners
Colorado
$6.16M +$506K +4,236 +9%
Morgan Stanley
5
Morgan Stanley
New York
$5.17M +$472K +3,956 +10%
Citadel Advisors
6
Citadel Advisors
Florida
$4.91M +$4.88M +40,897 New
JMPWA
7
JP Morgan Private Wealth Advisors
California
$3.57M -$44.1K -369 -1%
Wells Fargo
8
Wells Fargo
California
$2.52M +$2.41M +20,178 +2,600%
UBS Group
9
UBS Group
Switzerland
$2.04M +$21K +176 +1%
RCG
10
Rock Creek Group
District of Columbia
$2.02M
Jane Street
11
Jane Street
New York
$1.76M +$1.75M +14,686 New
MLIC
12
Mandatum Life Insurance Company
Finland
$1.45M
Ameriprise
13
Ameriprise
Minnesota
$1.12M -$209K -1,754 -16%
Goldman Sachs
14
Goldman Sachs
New York
$1.07M -$50K -419 -5%
RWM
15
Ritholtz Wealth Management
New York
$1.03M -$5.37K -45 -0.5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$986K -$10.3K -86 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$986K +$185K +1,551 +23%
SCM
18
Stonehearth Capital Management
Massachusetts
$696K +$144K +1,202 +26%
GAM
19
Gould Asset Management
California
$519K -$8.36K -70 -2%
ST
20
Spinnaker Trust
Maine
$503K +$29.7K +249 +6%
VHAM
21
Van Hulzen Asset Management
California
$482K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$456K +$46.1K +386 +11%
PWP
23
Personal Wealth Partners
Minnesota
$442K
MWM
24
Merriman Wealth Management
Washington
$410K
LPL Financial
25
LPL Financial
California
$409K +$239 +2 +0.1%

CRBN Hedge Fund Activity: Q3 2019 in Review

69 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2019, worth a combined $161M — up 10% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CRBN positions and 2 closed out — a net gain of 11 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.88M. The largest seller was Miracle Mile Advisors, exiting entirely with an estimated $215K sold.

  • 69 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2019, up from 59 in Q2 2019.
  • Funds reported $161M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 13 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2019 and 2 closed out, a net change of +11 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2019 was Citadel Advisors, an estimated $4.88M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2019 was Miracle Mile Advisors, an estimated $215K sold.

Based on aggregated 13F filings for Q3 2019.