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iShares Low Carbon Optimized MSCI ACWI ETF

102 hedge funds and large institutions have $305M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $221M → $305M (+$84.1M)

15% more funds holding

Funds holding: 89102 (+13)

3.67% more ownership

Funds ownership: 35.84%39.51% (+3.7%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
30
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$82.4M +$31.1M +201,766 +62%
IL
2
Investure LLC
Virginia
$47.5M
Bank of America
3
Bank of America
North Carolina
$38.7M +$7.05M +45,766 +23%
FTUS
4
Flow Traders U.S.
New York
$32.2M +$31.8M +206,196 New
Morgan Stanley
5
Morgan Stanley
New York
$11.8M +$1.07M +6,955 +10%
JP Morgan Chase
6
JP Morgan Chase
New York
$10.7M -$299K -1,943 -3%
Jane Street
7
Jane Street
New York
$8.26M -$424K -2,754 -5%
TA
8
Tiedemann Advisors
New York
$7.2M -$379K -2,461 -5%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.54M +$3.89M +25,245 +664%
BWP
10
BSW Wealth Partners
Colorado
$4.34M -$11.1K -72 -0.3%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$4.14M -$22K -143 -0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.71M +$307K +1,991 +9%
UBS Group
13
UBS Group
Switzerland
$3.58M +$832K +5,402 +31%
Ameriprise
14
Ameriprise
Minnesota
$3.29M +$1.36M +8,808 +72%
ASN
15
Advisory Services Network
Georgia
$3.13M +$286K +1,856 +10%
AL
16
Aspiriant LLC
California
$3.12M +$1,000K +6,490 +48%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$3.08M +$105K +683 +4%
Cerity Partners
18
Cerity Partners
New York
$2.06M +$108K +700 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.02M +$98K +636 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$1.89M -$4.54M -29,461 -71%
RWM
21
Ritholtz Wealth Management
New York
$1.71M -$3.08K -20 -0.2%
SCM
22
Stonehearth Capital Management
Massachusetts
$1.68M +$94.4K +613 +6%
UOMF
23
University of Maryland Foundation
Maryland
$1.56M
Goldman Sachs
24
Goldman Sachs
New York
$1.56M
Osaic Holdings
25
Osaic Holdings
Arizona
$1.45M +$354K +2,300 +33%

CRBN Hedge Fund Activity: Q1 2021 in Review

102 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q1 2021, worth a combined $305M — up 38% from $221M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CRBN positions and 5 closed out — a net gain of 14 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $31.8M. The largest seller was Citadel Advisors, cutting an estimated $4.54M.

  • 102 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q1 2021, up from 89 in Q4 2020.
  • Funds reported $305M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q1 2021, up 38% quarter-over-quarter.
  • 19 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q1 2021 and 5 closed out, a net change of +14 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q1 2021 was Flow Traders U.S., an estimated $31.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q1 2021 was Citadel Advisors, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2021.