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iShares Global Clean Energy ETF
ICLN

35 hedge funds and large institutions have $12.6M invested in iShares Global Clean Energy ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

9% more funds holding

Funds holding: 32 → 35 (+3)

5% less capital invested

Capital invested by funds: $13.2M → $12.6M (-$632K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
5
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$483K
2
Jane Street
Jane Street
New York
+$343K
3
ST
Spinnaker Trust
Maine
+$180K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$148K
5
NPC
National Planning Corporation
California
+$40.4K

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$2.1M
2
Morgan Stanley
Morgan Stanley
New York
-$717K
3
Bank of America
Bank of America
North Carolina
-$659K
4
CG
Colony Group
Massachusetts
-$298K
5
PFM
Parsec Financial Management
North Carolina
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
26
Ledyard National Bank
$6K – – –
US Bancorp
27
US Bancorp
Minnesota
$5K +$4.67K +465 New
ASN
28
Advisory Services Network
Georgia
$5K +$5.02K +500 New
TWA
29
TCI Wealth Advisors
Arizona
$4K -$1.05K -105 -22%
WA
30
WFG Advisors
Texas
$4K – – –
AIP
31
Ameritas Investment Partners
Nebraska
$4K +$4.92K +490 New
BCM
32
Blume Capital Management
California
$3K – – –
BC
33
Bartlett & Co
Ohio
$2K – – –
MFS
34
MSI Financial Services
Massachusetts
$1K – – –
CG
35
Colony Group
Massachusetts
– -$298K -27,420 Closed
PAG
36
Private Advisor Group
New Jersey
– -$59K -5,425 Closed
Ameriprise
37
Ameriprise
Minnesota
– -$23K -2,140 Closed
OCM
38
One Capital Management
California
– -$5K -485 Closed
GT
39
Glenmede Trust
Pennsylvania
– -$3K -286 Closed
S
40
SignatureFD
Georgia
– -$1K -50 Closed
Parallax Volatility Advisers
41
Parallax Volatility Advisers
California
– +$10 +1 New
1
2

ICLN Hedge Fund Activity: Q4 2014 in Review

35 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2014, worth a combined $12.6M — down 4.8% from $13.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ICLN positions and 6 closed out — a net gain of 5 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $483K. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $2.1M.

  • 35 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2014, up from 32 in Q3 2014.
  • Funds reported $12.6M of iShares Global Clean Energy ETF stock for Q4 2014, down 4.8% quarter-over-quarter.
  • 11 funds opened new iShares Global Clean Energy ETF positions in Q4 2014 and 6 closed out, a net change of +5 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2014 was Royal Bank of Canada, an estimated $483K added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2014 was JP Morgan Private Wealth Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2014.