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iShares Global Clean Energy ETF

542 hedge funds and large institutions have $1.51B invested in iShares Global Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 197 increasing their positions, 176 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 176

0.74% less ownership

Funds ownership: 31.98%31.24% (-0.74%)

3% less funds holding

Funds holding: 558542 (-16)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

11% less call options, than puts

Call options by funds: $231M | Put options by funds: $259M

16% less capital invested

Capital invested by funds: $1.8B → $1.51B (-$297M)

23% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 57

Holders
542
Holders Change
-16
Holders Change %
-2.87%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
44
Increased
197
Reduced
176
Closed
57
Calls
$231M
Puts
$259M
Net Calls
-$28.2M
Net Calls Change
+$9.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
351
Parsec Financial Management
North Carolina
$201K -$97.5K -5,000 -32%
WEG
352
World Equity Group
Illinois
$199K -$5.38K -276 -3%
EWM
353
Empirical Wealth Management
Washington
$199K
RRC
354
Relaxing Retirement Coach
Massachusetts
$199K +$1.56K +80 +0.8%
RWP
355
Ridgecrest Wealth Partners
California
$197K +$201K +10,324 New
HDIM
356
Hanson & Doremus Investment Management
Vermont
$196K -$1.74K -89 -0.9%
HCMG
357
Howard Capital Management Group
California
$191K
IWA
358
Inspirion Wealth Advisors
Illinois
$191K
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$191K +$156 +8 +0.1%
FAM
360
Forte Asset Management
New York
$191K +$195K +10,007 New
GCC
361
Guardian Capital (Canada)
Ontario, Canada
$191K +$195K +10,023 New
HNB
362
Huntington National Bank
Ohio
$179K
UIA
363
Ulland Investment Advisors
Minnesota
$162K +$4.17K +214 +3%
BFEC
364
Benjamin F. Edwards & Company
Missouri
$160K +$97 +5 +0.1%
LC
365
Lindbrook Capital
California
$158K +$19 +1 +0%
EWA
366
EP Wealth Advisors
California
$146K +$18.1K +931 +14%
HIIFS
367
Harel Insurance Investments & Financial Services
Israel
$145K -$146K -7,486 -49%
PA
368
Parallel Advisors
California
$144K +$83.8K +4,300 +132%
TWM
369
Tradition Wealth Management
Minnesota
$143K +$1.6K +82 +1%
OFG
370
Oxford Financial Group
Indiana
$120K +$123K +6,303 New
AFS
371
Annapolis Financial Services
Maryland
$110K
TWA
372
TCI Wealth Advisors
Arizona
$108K +$8.77K +450 +9%
EIP
373
Ellis Investment Partners
Pennsylvania
$105K +$37.8K +1,941 +54%
ARMC
374
American Research & Management Company
Massachusetts
$104K
FP
375
Financial Perspectives
Minnesota
$102K +$78 +4 +0.1%

ICLN Hedge Fund Activity: Q2 2022 in Review

542 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2022, worth a combined $1.51B — down 16% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of ICLN and 44 opened new positions — a net loss of 13 holders — while 176 trimmed existing stakes and 197 added.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $9.7M. The largest seller was Bank of America, cutting an estimated $52.4M.

  • 542 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2022, down from 558 in Q1 2022.
  • Funds reported $1.51B of iShares Global Clean Energy ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 44 funds opened new iShares Global Clean Energy ETF positions in Q2 2022 and 57 closed out, a net change of -13 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $9.7M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2022 was Bank of America, an estimated $52.4M sold.

Based on aggregated 13F filings for Q2 2022.