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iShares Global Clean Energy ETF
ICLN

49 hedge funds and large institutions have $11.6M invested in iShares Global Clean Energy ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

24% more capital invested

Capital invested by funds: $9.34M → $11.6M (+$2.27M)

7% more funds holding

Funds holding: 46 → 49 (+3)

1.93% more ownership

Funds ownership: 12.97% → 14.9% (+1.9%)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Tocqueville Asset Management
New York
+$3.12M
2
Jane Street
Jane Street
New York
+$288K
3
UBS Group
UBS Group
Switzerland
+$207K
4
KeyBank National Association
KeyBank National Association
Ohio
+$201K
5
AFP
Ausdal Financial Partners
Iowa
+$173K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$962K
3
Citadel Advisors
Citadel Advisors
Florida
-$413K
4
Wells Fargo
Wells Fargo
California
-$129K
5
VKH
Virtu KCG Holdings
New York
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$88K +$86.6K +10,225 New
Citigroup
27
Citigroup
New York
$60K +$6.31K +745 +12%
MCA
28
Mercer Capital Advisers
New Jersey
$56K – – –
VCM
29
Vigilant Capital Management
Maine
$47K +$8.38K +990 +22%
AG
30
Advisor Group
Arizona
$43K -$51.7K -6,104 -55%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$29K +$10.2K +1,205 +54%
US Bancorp
32
US Bancorp
Minnesota
$23K -$5.08K -600 -19%
RWA
33
Ropes Wealth Advisors
Massachusetts
$23K – – –
ASN
34
Advisory Services Network
Georgia
$16K +$16.2K +1,915 New
WIM
35
Westside Investment Management
California
$13.2K +$13.1K +1,550 New
JP Morgan Chase
36
JP Morgan Chase
New York
$13K – – –
AC
37
Alexandria Capital
Virginia
$11K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$9K – – –
DADC
39
D.A. Davidson & Co
Montana
$7K +$7.84K +926 New
LNB
40
Ledyard National Bank
$6K – – –
WEC
41
Winslow Evans & Crocker
Massachusetts
$4.71K -$2.46K -290 -35%
AIP
42
Ameritas Investment Partners
Nebraska
$4K – – –
RFM
43
Royal Fund Management
Florida
$4K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$3K – – –
BC
45
Bartlett & Co
Ohio
$2K – – –
IA
46
IFP Advisors
Florida
$2K – – –
CFD
47
Creative Financial Designs
Indiana
$1K – – –
TWA
48
TCI Wealth Advisors
Arizona
$1K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$1.41M -177,834 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$413K -52,188 Closed
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ICLN Hedge Fund Activity: Q1 2017 in Review

49 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2017, worth a combined $11.6M — up 24% from $9.34M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ICLN positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.

  • 49 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2017, up from 46 in Q4 2016.
  • Funds reported $11.6M of iShares Global Clean Energy ETF stock for Q1 2017, up 24% quarter-over-quarter.
  • 8 funds opened new iShares Global Clean Energy ETF positions in Q1 2017 and 4 closed out, a net change of +4 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2017 was Tocqueville Asset Management, an estimated $3.12M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2017 was Susquehanna International Group, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2017.