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iShares Global Clean Energy ETF

576 hedge funds and large institutions have $1.54B invested in iShares Global Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 179 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 178

0% less funds holding

Funds holding: 577576 (-1)

2.76% less ownership

Funds ownership: 34.98%32.22% (-2.8%)

35% less capital invested

Capital invested by funds: $2.36B → $1.54B (-$820M)

36% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $140M

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
576
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
64
Increased
179
Reduced
178
Closed
54
Calls
$89.9M
Puts
$140M
Net Calls
-$49.9M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
351
Sharper & Granite
California
$237K +$991 +50 +0.4%
B
352
Bailard
California
$237K
EIP
353
Ellis Investment Partners
Pennsylvania
$236K +$18.9K +956 +9%
BHIA
354
Birch Hill Investment Advisors
Massachusetts
$235K
MBTD
355
Mechanics Bank - Trust Department
California
$234K +$991 +50 +0.4%
WSTAM
356
Wilbanks Smith & Thomas Asset Management
Virginia
$233K +$495 +25 +0.2%
PIA
357
Perennial Investment Advisors
California
$231K +$231K +11,668 New
BRWA
358
B. Riley Wealth Advisors
Florida
$228K -$143K -7,228 -39%
OWM
359
Opes Wealth Management
California
$228K
MCM
360
MV Capital Management
Maryland
$225K +$5.79K +292 +3%
VCM
361
Vivaldi Capital Management
Illinois
$224K -$12.7K -640 -5%
P
362
Palladiem
Pennsylvania
$222K
CWM
363
Congress Wealth Management
Massachusetts
$221K +$221K +11,179 New
RWP
364
Ridgecrest Wealth Partners
California
$221K
BSB
365
Bangor Savings Bank
Maine
$217K
CPIG
366
Chicago Partners Investment Group
Illinois
$215K +$119 +6 +0.1%
PWS
367
Private Wealth Strategies
Ohio
$214K
MCIA
368
Mountain Capital Investment Advisors
Colorado
$209K +$210K +10,583 New
RRC
369
Relaxing Retirement Coach
Massachusetts
$207K
DADC
370
D.A. Davidson & Co
Montana
$207K -$38.8K -1,958 -16%
EWM
371
Empirical Wealth Management
Washington
$207K
AWM
372
Aries Wealth Management
Maine
$206K
NEPWA
373
New England Private Wealth Advisors
Massachusetts
$204K +$205K +10,334 New
SAS
374
Sage Advisory Services
Texas
$203K +$396 +20 +0.2%
ASN
375
Advisory Services Network
Georgia
$201K -$115K -5,782 -36%

ICLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2023, worth a combined $1.54B — down 35% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ICLN positions and 54 closed out — a net gain of 10 holders — while 179 added to existing stakes and 178 trimmed.

The largest buyer was Bank of America, adding an estimated $63.5M. The largest seller was Jane Street, cutting an estimated $141M.

  • 576 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2023, down from 577 in Q4 2022.
  • Funds reported $1.54B of iShares Global Clean Energy ETF stock for Q1 2023, down 35% quarter-over-quarter.
  • 64 funds opened new iShares Global Clean Energy ETF positions in Q1 2023 and 54 closed out, a net change of +10 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2023 was Bank of America, an estimated $63.5M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2023 was Jane Street, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2023.