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iShares Global Clean Energy ETF
ICLN

57 hedge funds and large institutions have $16.3M invested in iShares Global Clean Energy ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

40% more capital invested

Capital invested by funds: $11.6M → $16.3M (+$4.66M)

16% more funds holding

Funds holding: 49 → 57 (+8)

3.16% more ownership

Funds ownership: 14.9% → 18.06% (+3.2%)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$3.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$401K
3
ST
Spinnaker Trust
Maine
+$307K
4
Creative Planning
Creative Planning
Kansas
+$246K
5
CG
Colony Group
Massachusetts
+$185K

Top Sellers

1
MCM
Millie Capital Management
California
-$168K
2
SG Americas Securities
SG Americas Securities
New York
-$133K
3
UBS Group
UBS Group
Switzerland
-$120K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$45.5K
5
Axa
Axa
France
-$35.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
26
Arbor Investment Advisors
North Carolina
$111K +$112K +13,017 New
FHA
27
First Horizon Advisors
Tennessee
$109K +$103K +12,021 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$93K -$45.5K -5,308 -33%
Ameriprise
29
Ameriprise
Minnesota
$93K +$5.56K +648 +6%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$90K +$90.3K +10,523 New
Citigroup
31
Citigroup
New York
$63K +$3.07K +358 +5%
MCA
32
Mercer Capital Advisers
New Jersey
$56K – – –
VCM
33
Vigilant Capital Management
Maine
$47K – – –
AG
34
Advisor Group
Arizona
$39K -$3.86K -450 -9%
JP Morgan Chase
35
JP Morgan Chase
New York
$39K +$25.7K +3,000 +200%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$30K +$446 +52 +2%
RWA
37
Ropes Wealth Advisors
Massachusetts
$23K – – –
US Bancorp
38
US Bancorp
Minnesota
$23K – – –
WIM
39
Westside Investment Management
California
$13.3K +$34 +4 +0.3%
IA
40
IFP Advisors
Florida
$12K +$10.1K +1,180 +513%
AC
41
Alexandria Capital
Virginia
$11K – – –
ATC
42
Adirondack Trust Company
New York
$10K +$9.91K +1,155 New
MFW
43
Mosaic Family Wealth
Missouri
$10K +$10.1K +1,178 New
ASN
44
Advisory Services Network
Georgia
$9K -$6.99K -815 -43%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$9K – – –
DADC
46
D.A. Davidson & Co
Montana
$7K – – –
LNB
47
Ledyard National Bank
$6K – – –
AIP
48
Ameritas Investment Partners
Nebraska
$4K – – –
RFM
49
Royal Fund Management
Florida
$4K – – –
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$4K +$4.29K +500 New
1
2
3

ICLN Hedge Fund Activity: Q2 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2017, worth a combined $16.3M — up 40% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ICLN positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, opening a new position worth an estimated $3.2M. The largest seller was Millie Capital Management, exiting entirely with an estimated $168K sold.

  • 57 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2017, up from 49 in Q1 2017.
  • Funds reported $16.3M of iShares Global Clean Energy ETF stock for Q2 2017, up 40% quarter-over-quarter.
  • 11 funds opened new iShares Global Clean Energy ETF positions in Q2 2017 and 3 closed out, a net change of +8 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2017 was Federation des caisses Desjardins du Quebec, an estimated $3.2M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2017 was Millie Capital Management, an estimated $168K sold.

Based on aggregated 13F filings for Q2 2017.