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iShares Global Clean Energy ETF
ICLN

70 hedge funds and large institutions have $29.1M invested in iShares Global Clean Energy ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

45% more capital invested

Capital invested by funds: $20.1M → $29.1M (+$8.98M)

11% more funds holding

Funds holding: 63 → 70 (+7)

6.42% more ownership

Funds ownership: 17.58% → 24% (+6.4%)

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.89M
2
Wells Fargo
Wells Fargo
California
+$705K
3
Morgan Stanley
Morgan Stanley
New York
+$682K
4
UBS Group
UBS Group
Switzerland
+$415K
5
B
Bellecapital
Switzerland
+$374K

Top Sellers

Rank Fund Capital Flow
1
PFM
Parsec Financial Management
North Carolina
-$52.4K
2
MCA
Mercer Capital Advisers
New Jersey
-$36.4K
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$30.4K
4
HCA
Horan Capital Advisors
Ohio
-$27K
5
Citigroup
Citigroup
New York
-$25.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$208K +$41.2K +4,535 +26%
CG
27
Colony Group
Massachusetts
$192K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$179K +$2.71K +298 +2%
AIA
29
Arbor Investment Advisors
North Carolina
$149K +$673 +74 +0.5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$141K +$12.3K +1,352 +10%
Axa
31
Axa
France
$137K +$10.6K +1,170 +9%
PFM
32
Parsec Financial Management
North Carolina
$126K -$52.4K -5,770 -30%
US Bancorp
33
US Bancorp
Minnesota
$126K – – –
CS
34
Credit Suisse
Switzerland
$119K +$116K +12,722 New
FHA
35
First Horizon Advisors
Tennessee
$114K – – –
IWA
36
Inspirion Wealth Advisors
Illinois
$93K +$90.9K +10,000 New
VCM
37
Vigilant Capital Management
Maine
$68K +$16.3K +1,795 +33%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$58K +$3.54K +390 +7%
AG
39
Advisor Group
Arizona
$51K +$8.08K +889 +20%
Citigroup
40
Citigroup
New York
$42K -$25.5K -2,808 -38%
AIP
41
Ameritas Investment Partners
Nebraska
$38K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$28K -$13.6K -1,500 -33%
RE
43
RBC Europe
United Kingdom
$28K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$25K – – –
RWA
45
Ropes Wealth Advisors
Massachusetts
$25K – – –
IF
46
Ironwood Financial
Arizona
$24K +$23.4K +2,580 New
MCA
47
Mercer Capital Advisers
New Jersey
$23K -$36.4K -4,000 -62%
IA
48
IFP Advisors
Florida
$23K – – –
FAAS
49
First Allied Advisory Services
California
$18K +$18.2K +2,006 New
IWM
50
IHT Wealth Management
Illinois
$16K +$15.1K +1,657 New
1
2
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ICLN Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2017, worth a combined $29.1M — up 45% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ICLN positions and 7 closed out — a net gain of 7 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.89M. The largest seller was Parsec Financial Management, cutting an estimated $52.4K.

  • 70 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $29.1M of iShares Global Clean Energy ETF stock for Q4 2017, up 45% quarter-over-quarter.
  • 14 funds opened new iShares Global Clean Energy ETF positions in Q4 2017 and 7 closed out, a net change of +7 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2017 was Citadel Advisors, an estimated $2.89M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2017 was Parsec Financial Management, an estimated $52.4K sold.

Based on aggregated 13F filings for Q4 2017.