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iShares Low Carbon Optimized MSCI ACWI ETF

78 hedge funds and large institutions have $138M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $126M → $138M (+$12.2M)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.48% less ownership

Funds ownership: 30.58%30.11% (-0.48%)

3% less funds holding

Funds holding: 8078 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
20
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IL
1
Investure LLC
Virginia
$39.9M
Bank of America
2
Bank of America
North Carolina
$21.1M +$5.32M +41,068 +34%
JP Morgan Chase
3
JP Morgan Chase
New York
$9.54M -$126K -968 -1%
Morgan Stanley
4
Morgan Stanley
New York
$9.08M +$461K +3,559 +5%
Jane Street
5
Jane Street
New York
$8.59M -$1.89M -14,601 -18%
TA
6
Tiedemann Advisors
New York
$6.52M +$4.28K +33 +0.1%
Citadel Advisors
7
Citadel Advisors
Florida
$4.41M +$4.36M +33,627 New
JMPWA
8
JP Morgan Private Wealth Advisors
California
$3.7M -$672K -5,183 -16%
BWP
9
BSW Wealth Partners
Colorado
$3.32M -$5.14M -39,627 -61%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$2.5M +$2.47M +19,078 New
ASN
11
Advisory Services Network
Georgia
$2.12M +$668K +5,153 +47%
UBS Group
12
UBS Group
Switzerland
$1.91M +$50.8K +392 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.6M +$83.9K +647 +6%
Ameriprise
14
Ameriprise
Minnesota
$1.46M +$183K +1,408 +14%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$163K +1,254 +13%
RWM
16
Ritholtz Wealth Management
New York
$1.34M +$101K +780 +8%
Goldman Sachs
17
Goldman Sachs
New York
$1.31M
Wells Fargo
18
Wells Fargo
California
$1.31M -$5.45K -42 -0.4%
UOMF
19
University of Maryland Foundation
Maryland
$1.31M
SCM
20
Stonehearth Capital Management
Massachusetts
$1.3M +$409K +3,157 +47%
AL
21
Aspiriant LLC
California
$1.2M +$327K +2,521 +38%
GT
22
Glenmede Trust
Pennsylvania
$1.12M -$311K -2,400 -22%
Osaic Holdings
23
Osaic Holdings
Arizona
$993K +$192K +1,477 +24%
MLIC
24
Mandatum Life Insurance Company
Finland
$983K
AFG
25
Albion Financial Group
Utah
$853K +$63.1K +487 +8%

CRBN Hedge Fund Activity: Q3 2020 in Review

78 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q3 2020, worth a combined $138M — up 9.7% from $126M a quarter earlier.

Fund positioning in CRBN was balanced in Q3 2020: 9 funds opened new positions, 9 closed out, 20 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $5.32M. The largest seller was BSW Wealth Partners, cutting an estimated $5.14M.

  • 78 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q3 2020, down from 80 in Q2 2020.
  • Funds reported $138M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q3 2020, up 9.7% quarter-over-quarter.
  • 9 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q3 2020 and 9 closed out, a net change of 0 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q3 2020 was Bank of America, an estimated $5.32M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q3 2020 was BSW Wealth Partners, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2020.