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iShares Low Carbon Optimized MSCI ACWI ETF

89 hedge funds and large institutions have $221M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

60% more capital invested

Capital invested by funds: $138M → $221M (+$83.3M)

14% more funds holding

Funds holding: 7889 (+11)

5.73% more ownership

Funds ownership: 30.11%35.84% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
30
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$48.5M +$45.7M +326,127 New
IL
2
Investure LLC
Virginia
$45.3M
Bank of America
3
Bank of America
North Carolina
$30.1M +$5.74M +40,915 +25%
JP Morgan Chase
4
JP Morgan Chase
New York
$10.5M -$334K -2,384 -3%
Morgan Stanley
5
Morgan Stanley
New York
$10.2M -$90K -642 -0.9%
Jane Street
6
Jane Street
New York
$8.28M -$1.39M -9,907 -15%
TA
7
Tiedemann Advisors
New York
$7.23M -$166K -1,187 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$6.18M +$1.11M +7,936 +24%
BWP
9
BSW Wealth Partners
Colorado
$4.15M +$351K +2,506 +10%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$3.97M -$219K -1,560 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.23M +$2.8M +19,953 +1,114%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$2.83M -$3.08K -22 -0.1%
ASN
13
Advisory Services Network
Georgia
$2.71M +$286K +2,043 +13%
UBS Group
14
UBS Group
Switzerland
$2.6M +$404K +2,881 +20%
AL
15
Aspiriant LLC
California
$2.01M +$603K +4,303 +47%
Cerity Partners
16
Cerity Partners
New York
$1.86M +$1.76M +12,518 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.83M +$7.71K +55 +0.5%
Ameriprise
18
Ameriprise
Minnesota
$1.82M +$160K +1,138 +10%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$222K +1,584 +15%
RWM
20
Ritholtz Wealth Management
New York
$1.63M +$97.3K +694 +7%
SCM
21
Stonehearth Capital Management
Massachusetts
$1.51M +$27.2K +194 +2%
UOMF
22
University of Maryland Foundation
Maryland
$1.49M
Goldman Sachs
23
Goldman Sachs
New York
$1.49M -$6.31K -45 -0.4%
AFG
24
Albion Financial Group
Utah
$1.34M +$355K +2,533 +39%
GT
25
Glenmede Trust
Pennsylvania
$1.28M

CRBN Hedge Fund Activity: Q4 2020 in Review

89 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2020, worth a combined $221M — up 60% from $138M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CRBN positions and 2 closed out — a net gain of 13 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Betterment LLC, opening a new position worth an estimated $45.7M. The largest seller was Jane Street, cutting an estimated $1.39M.

  • 89 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2020, up from 78 in Q3 2020.
  • Funds reported $221M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2020, up 60% quarter-over-quarter.
  • 15 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2020 and 2 closed out, a net change of +13 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2020 was Betterment LLC, an estimated $45.7M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2020 was Jane Street, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2020.