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iShares Global Clean Energy ETF

534 hedge funds and large institutions have $968M invested in iShares Global Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-10
Holders Change %
-1.84%
% of All Funds
8.51%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
52
Increased
151
Reduced
190
Closed
51
Calls
$84.4M
Puts
$55.1M
Net Calls
+$29.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
276
United Capital Financial Advisors
Texas
$232K +$232K +15,899 New
CAM
277
Claret Asset Management
Quebec, Canada
$231K
HCM
278
Howland Capital Management
Massachusetts
$230K
MGWM
279
Marks Group Wealth Management
Minnesota
$230K
JBA
280
Johnson Bixby & Associates
Washington
$229K +$16K +1,094 +7%
OPW
281
Oxler Private Wealth
New York
$225K -$8.71K -595 -4%
AIP
282
ARS Investment Partners
New York
$225K -$320K -21,906 -59%
HWM
283
HB Wealth Management
Georgia
$225K -$4.39K -300 -2%
DAS
284
Dynamic Advisor Solutions
Arizona
$224K +$224K +15,347 New
KIA
285
KCM Investment Advisors
California
$221K -$5.54M -378,927 -96%
SPIA
286
Steward Partners Investment Advisory
New York
$220K -$66K -4,513 -23%
Empower Advisory Group
287
Empower Advisory Group
Colorado
$219K +$15.9K +1,085 +8%
WWA
288
WCG Wealth Advisors
Nevada
$217K +$217K +14,821 New
BTWM
289
Baker Tilly Wealth Management
Wisconsin
$216K -$34.7K -2,373 -14%
AC
290
Abbrea Capital
California
$215K +$12.8K +875 +6%
FFA
291
First Foundation Advisors
California
$215K
WSTAM
292
Wilbanks Smith & Thomas Asset Management
Virginia
$214K +$1.93K +132 +0.9%
HNB
293
Huntington National Bank
Ohio
$211K +$105K +7,155 +98%
GPA
294
Guerra Pan Advisors
New Jersey
$209K +$2K +137 +1%
SDWMA
295
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K +$26.7K +1,828 +15%
EIP
296
Ellis Investment Partners
Pennsylvania
$208K +$26.2K +1,790 +14%
SSB
297
Sandy Spring Bank
Maryland
$208K -$34.4K -2,350 -14%
IAG
298
Investmark Advisory Group
Connecticut
$207K
HSA
299
HBK Sorce Advisory
Pennsylvania
$207K
AWM
300
Aprio Wealth Management
Georgia
$207K +$8.86K +606 +4%