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iShares Global Clean Energy ETF
ICLN

Overview Fund Activity

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

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$21.7M
3
Jane Street
Jane Street
New York
$21M
4
VI
Vestcor Inc
New Brunswick, Canada
$25.6M
5
PFO
Pathstone Family Office
New Jersey
$3.75M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$144M
2
AFA
Arlington Financial Advisors
California
$3.95M
3
Goldman Sachs
Goldman Sachs
New York
$9.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.8M
5
SSA
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
301
Congress Wealth Management
Massachusetts
$205K +$46.1K +3,155 +29%
SIAP
302
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$205K -$1.03M -70,250 -83%
EFS
303
Essex Financial Services
Connecticut
$204K -$3.17K -217 -2%
RRCM
304
Rappaport Reiches Capital Management
Illinois
$202K +$614 +42 +0.3%
VA
305
Valmark Advisers
Ohio
$201K +$11.4K +782 +6%
GIA
306
Gladstone Institutional Advisory
Florida
$199K -$39.3K -2,690 -17%
IWA
307
Inspirion Wealth Advisors
Illinois
$198K – – –
WBG
308
Wharton Business Group
Pennsylvania
$196K – – –
CPRC
309
Consolidated Portfolio Review Corp
New York
$193K – – –
LL
310
LPWM LLC
Minnesota
$192K +$4.22K +300 +2%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$189K – – –
TPCW
312
TD Private Client Wealth
New York
$187K -$60.1K -4,109 -24%
Northern Trust
313
Northern Trust
Illinois
$187K -$20K -1,368 -10%
BJL
314
Brighton Jones LLC
Washington
$187K +$175 +12 +0.1%
EWA
315
EP Wealth Advisors
California
$185K +$134K +9,159 +262%
B
316
Bailard
California
$185K +$185K +12,630 New
JPLA
317
Joseph P. Lucia & Associates
New York
$185K – – –
PWM
318
Perigon Wealth Management
California
$184K +$5.07K +347 +3%
JIC
319
Johnson Investment Counsel
Ohio
$183K – – –
HR
320
Howe & Rusling
New York
$182K – – –
TFCP
321
Twin Focus Capital Partners
Massachusetts
$182K +$182K +12,460 New
NFG
322
Nadler Financial Group
Illinois
$180K – – –
BA
323
Bristlecone Advisors
Washington
$179K -$14.8K -1,015 -8%
New York State Common Retirement Fund
324
New York State Common Retirement Fund
New York
$178K -$3.87K -264 -2%
Wellington Management Group
325
Wellington Management Group
Massachusetts
$178K -$3.86K -264 -2%
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