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iShares Global Clean Energy ETF

498 hedge funds and large institutions have $1.69B invested in iShares Global Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 210 increasing their positions, 68 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 43

209% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 68

36% more capital invested

Capital invested by funds: $1.24B → $1.69B (+$447M)

33% more funds holding

Funds holding: 374498 (+124)

3.7% more ownership

Funds ownership: 26.57%30.27% (+3.7%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

35% less call options, than puts

Call options by funds: $237M | Put options by funds: $361M

Holders
498
Holders Change
+124
Holders Change %
+33.16%
% of All Funds
8.74%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
172
Increased
210
Reduced
68
Closed
43
Calls
$237M
Puts
$361M
Net Calls
-$125M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
326
Howard Financial Services
Texas
$233K
PGFC
327
Peapack-Gladstone Financial Corp
New Jersey
$230K +$53.3K +1,904 +25%
RSWM
328
Robertson Stephens Wealth Management
California
$228K +$264K +9,420 New
BI
329
Bramshill Investments
Florida
$227K +$261K +9,338 New
MBTD
330
Mechanics Bank - Trust Department
California
$227K +$261K +9,340 New
IFG
331
Independent Financial Group
California
$222K +$256K +9,142 New
HL
332
HeadInvest LLC
Maine
$221K +$255K +9,115 New
PWS
333
Private Wealth Strategies
Ohio
$220K +$112 +4 +0%
TI
334
tru Independence
Oregon
$219K
ST
335
Smithfield Trust
Pennsylvania
$218K +$17.6K +630 +8%
MP
336
McDonald Partners
Ohio
$218K +$21.3K +760 +9%
PWM
337
Perigon Wealth Management
California
$218K +$120K +4,295 +92%
CAG
338
Curtis Advisory Group
California
$217K
WA
339
Winfield Associates
Ohio
$217K +$250K +8,920 New
PFA
340
Paradigm Financial Advisors
Missouri
$213K +$246K +8,779 New
AWM
341
Altium Wealth Management
New York
$210K +$242K +8,642 New
VCM
342
Vivaldi Capital Management
Illinois
$206K +$267K +9,537 New
LWMG
343
Levy Wealth Management Group
Pennsylvania
$204K +$28.4K +1,015 +14%
IWP
344
Icon Wealth Partners
Texas
$203K +$234K +8,371 New
GA
345
Gateway Advisory
New Jersey
$203K +$234K +8,373 New
PCM
346
Palisade Capital Management
New Jersey
$202K +$232K +8,300 New
JWS
347
Juncture Wealth Strategies
Arizona
$201K +$239K +8,555 New
CS
348
Candriam SCA
Luxembourg
$200K
Fidelity Investments
349
Fidelity Investments
Massachusetts
$196K +$14.4K +514 +7%
HDIM
350
Hanson & Doremus Investment Management
Vermont
$193K +$37.6K +1,345 +20%