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iShares Global Clean Energy ETF

546 hedge funds and large institutions have $1.4B invested in iShares Global Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 171 increasing their positions, 215 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 32.22%32.76% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less funds holding

Funds holding: 576546 (-30)

9% less capital invested

Capital invested by funds: $1.54B → $1.4B (-$146M)

20% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 215

26% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $66.2M

39% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 56

Holders
546
Holders Change
-30
Holders Change %
-5.21%
% of All Funds
8.57%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
171
Reduced
215
Closed
56
Calls
$49.2M
Puts
$66.2M
Net Calls
-$17M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
276
NewEdge Wealth
Pennsylvania
$292K -$48.6K -2,586 -14%
HCM
277
Howland Capital Management
Massachusetts
$290K
CAM
278
Claret Asset Management
Quebec, Canada
$290K
MGWM
279
Marks Group Wealth Management
Minnesota
$289K -$48.7K -2,591 -14%
BBP
280
Banco BTG Pactual
Brazil
$289K
LWMG
281
Levy Wealth Management Group
Pennsylvania
$289K -$20K -1,064 -6%
HWM
282
HB Wealth Management
Georgia
$288K +$18.4K +976 +7%
GDP
283
Great Diamond Partners
Maine
$288K -$26.1K -1,390 -8%
LWM
284
Liberty Wealth Management
California
$287K +$10.5K +556 +4%
FCB
285
First Command Bank
Texas
$286K +$53.9K +2,867 +23%
FCFS
286
First Command Financial Services
Texas
$286K +$53.9K +2,867 +23%
ST
287
Smithfield Trust
Pennsylvania
$282K
BA
288
Bluesphere Advisors
Pennsylvania
$272K -$279K -14,831 -50%
SWM
289
Stockman Wealth Management
Montana
$271K +$2.07K +110 +0.8%
FFA
290
First Foundation Advisors
California
$270K +$276K +14,700 New
JBA
291
Johnson Bixby & Associates
Washington
$268K +$4.72K +251 +2%
FFA
292
Fairfield Financial Advisors
Massachusetts
$268K -$243K -12,911 -47%
WSTAM
293
Wilbanks Smith & Thomas Asset Management
Virginia
$267K +$51.6K +2,746 +23%
Simplex Trading
294
Simplex Trading
Illinois
$262K +$268K +14,250 New
GPA
295
Guerra Pan Advisors
New Jersey
$261K -$15K -800 -5%
EFS
296
Essex Financial Services
Connecticut
$261K -$27K -1,437 -9%
IAG
297
Investmark Advisory Group
Connecticut
$260K +$978 +52 +0.4%
Northern Trust
298
Northern Trust
Illinois
$260K +$266K +14,144 New
HSA
299
HBK Sorce Advisory
Pennsylvania
$260K -$26.7K -1,419 -9%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$257K -$89.8K -4,777 -26%

ICLN Hedge Fund Activity: Q2 2023 in Review

546 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2023, worth a combined $1.4B — down 9.5% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of ICLN and 34 opened new positions — a net loss of 22 holders — while 215 trimmed existing stakes and 171 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $8.74M. The largest seller was Morgan Stanley, cutting an estimated $13.7M.

  • 546 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2023, down from 576 in Q1 2023.
  • Funds reported $1.4B of iShares Global Clean Energy ETF stock for Q2 2023, down 9.5% quarter-over-quarter.
  • 34 funds opened new iShares Global Clean Energy ETF positions in Q2 2023 and 56 closed out, a net change of -22 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2023 was BNP Paribas Financial Markets, an estimated $8.74M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2023 was Morgan Stanley, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2023.