iShares Global Clean Energy ETFICLN
ICLN
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
41% more call options, than puts
Call options by funds: $41.6M | Put options by funds: $29.4M
0.3% more ownership
Funds ownership: 29.63% [Q3] → 29.94% (+0.3%) [Q4]
11% less funds holding
Funds holding: 479 [Q3] → 425 (-54) [Q4]
34% less capital invested
Capital invested by funds: $646M [Q3] → $424M (-$222M) [Q4]
45% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 96
54% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 179
75% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 1 (-3) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for ICLN.
Financial journalist opinion
Positive
ETF Trends
1 week ago
Why Renewable Energies Will Persist
It's a distressing time for the climate industry in the U.S. as the current administration attempts to erase decades of energy transition progress. However, despite political pressure and related negative sentiment, the fundamentals for renewable energy keep it relevant in an age of increasing AI demand.
Positive
Benzinga
1 week ago
AI Data Centers: Reshaping Energy Markets In The Sixth Industrial Revolution
The surge in artificial intelligence (AI) is transforming global energy markets, driven by the relentless electricity demands of data centers powering AI operations. These facilities require high-voltage, ultra-reliable power to ensure uninterrupted performance, as even a fleeting outage can derail complex computations, forcing operators to restart tasks from scratch.
Positive
Zacks Investment Research
3 months ago
ETFs Poised to Win or Lose Under Trump's New Policies
Donald Trump commences his second term by enacting a series of executive orders. The actions are poised to create winners and losers across different industries.
Positive
Seeking Alpha
3 months ago
Trump's AI Race Is Bullish For Clean Energy In 2025
Trump's pro-AI stance will drive massive electricity demand, benefiting both fossil fuels and renewables, contrary to market fears. AI's energy needs will require significant investment across all energy sources, with renewables seeing substantial growth. Market overreaction to Trump's election presents a buying opportunity in clean energy stocks like HA Sustainable Infrastructure.
Positive
Seeking Alpha
3 months ago
The Challenges Of The Energy Transition And 26 Companies That Might Benefit From It
The global energy transition is driving massive investments in renewable energy, benefiting companies from various areas of the energy industry. Areas such as grids and storage are crucial to the success of the energy transition. At the same time, the focus is also on the modernization and flexibilization of the energy infrastructure.
Neutral
Seeking Alpha
3 months ago
iShares Global Clean Energy ETF: We Might Be Close To A Bottom
The shift towards solar and wind energy is on track in many Western Europe countries, India, and China. However, these projects might get derailed in the US. Interest rate differentials indicate that the US dollar will likely continue to strengthen against major currencies in 2025. This is not good for iShares Global Clean Energy ETF. ICLN's stock price has steadily corrected since the spike during the pandemic. The implied P/E multiple is now close to the pre-pandemic level.
Neutral
ETF Trends
5 months ago
Real Asset ETFs: Really Underappreciated
Last week, I moderated two panels on real assets and infrastructure for completely different sets of panelists and audiences. Despite the differences, there were many similarities among the two panels.
Negative
Market Watch
5 months ago
Renewable-energy stocks tank after Trump wins White House
Trump, a climate change denier, is expected to upend green policies implemented by the current administration, which include solar tax credits and incentives that were part of incumbent President Joe Biden's Inflation Reduction Act.
Negative
Seeking Alpha
6 months ago
The iShares Global Clean Energy ETF: Right Theme, Wrong Instrument
Despite its consistent underperformance, the iShares Global Clean Energy ETF is one of the most popular thematic ETF's with an asset base of 2Bn USD AUM. Investors in the fund are not only exposed to the wind and solar industry, but a range of other risk factors, as well as size and style bias. Even with record public funds financing the transition to clean energy, the fund's portfolio construction might not make it a targeted enough investment to participate in this theme.
Positive
MarketBeat
7 months ago
Spread Your Bets: Winning the AI Race With Energy ETFs
The energy sector is rapidly evolving, driven by the relentless expansion of energy-hungry data centers and the accelerating adoption of electric vehicles (EVs). These technological advancements fuel an unprecedented surge in energy demand, creating a pressing need for cleaner and more sustainable energy sources.
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