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iShares Low Carbon Optimized MSCI ACWI ETF

109 hedge funds and large institutions have $346M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

13% more capital invested

Capital invested by funds: $305M → $346M (+$40.2M)

7% more funds holding

Funds holding: 102109 (+7)

2.12% more ownership

Funds ownership: 39.51%41.63% (+2.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
47
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$115M +$26.8M +163,970 +31%
IL
2
Investure LLC
Virginia
$56.6M +$6.04M +36,915 +12%
Bank of America
3
Bank of America
North Carolina
$42.9M +$1.75M +10,708 +4%
TA
4
Tiedemann Advisors
New York
$14.8M +$7.07M +43,265 +94%
Morgan Stanley
5
Morgan Stanley
New York
$12.9M +$322K +1,968 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$10.4M -$973K -5,949 -9%
FTUS
7
Flow Traders U.S.
New York
$10.2M -$23.7M -144,933 -70%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.75M +$803K +4,910 +21%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.6M -$215K -1,315 -5%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$4.55M +$147K +902 +3%
UBS Group
11
UBS Group
Switzerland
$4.49M +$675K +4,127 +18%
BWP
12
BSW Wealth Partners
Colorado
$4.38M -$237K -1,447 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$4.12M +$2.08M +12,733 +105%
AL
14
Aspiriant LLC
California
$3.69M +$370K +2,261 +11%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$3.42M +$140K +858 +4%
ASN
16
Advisory Services Network
Georgia
$3.39M +$61.6K +377 +2%
Ameriprise
17
Ameriprise
Minnesota
$3.25M -$250K -1,526 -7%
AFG
18
Albion Financial Group
Utah
$2.33M +$2.29M +14,025 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.27M +$126K +768 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.12M +$572K +3,500 +38%
MMA
21
Miracle Mile Advisors
California
$2.03M +$556K +3,400 +39%
Goldman Sachs
22
Goldman Sachs
New York
$1.97M +$306K +1,873 +19%
SCM
23
Stonehearth Capital Management
Massachusetts
$1.93M +$141K +864 +8%
RWM
24
Ritholtz Wealth Management
New York
$1.73M -$78.8K -482 -4%
UOMF
25
University of Maryland Foundation
Maryland
$1.66M

CRBN Hedge Fund Activity: Q2 2021 in Review

109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2021, worth a combined $346M — up 13% from $305M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CRBN positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was Betterment LLC, adding an estimated $26.8M. The largest seller was Flow Traders U.S., cutting an estimated $23.7M.

  • 109 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2021, up from 102 in Q1 2021.
  • Funds reported $346M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 14 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2021 and 6 closed out, a net change of +8 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2021 was Betterment LLC, an estimated $26.8M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2021 was Flow Traders U.S., an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2021.