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iShares Global Clean Energy ETF

73 hedge funds and large institutions have $32.7M invested in iShares Global Clean Energy ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $29.1M → $32.7M (+$3.56M)

4% more funds holding

Funds holding: 7073 (+3)

3.27% less ownership

Funds ownership: 24%20.72% (-3.3%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$238K +$108K +11,463 +85%
AFP
27
Ausdal Financial Partners
Iowa
$216K
CG
28
Colony Group
Massachusetts
$196K
RJFSA
29
Raymond James Financial Services Advisors
Florida
$194K +$49.2K +5,204 +34%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$152K -$31K -3,272 -17%
AIA
31
Arbor Investment Advisors
North Carolina
$149K -$2.75K -291 -2%
VCM
32
Vigilant Capital Management
Maine
$143K +$72.8K +7,700 +106%
PFM
33
Parsec Financial Management
North Carolina
$129K
Axa
34
Axa
France
$124K -$15.6K -1,650 -11%
CS
35
Credit Suisse
Switzerland
$121K
Geode Capital Management
36
Geode Capital Management
Massachusetts
$119K
FHA
37
First Horizon Advisors
Tennessee
$117K
RJA
38
Raymond James & Associates
Florida
$96K +$95K +10,045 New
IWA
39
Inspirion Wealth Advisors
Illinois
$95K
AG
40
Advisor Group
Arizona
$69K +$17.3K +1,832 +34%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$64K +$5.41K +572 +9%
Citigroup
42
Citigroup
New York
$37K -$6.15K -650 -14%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$32K +$6.39K +675 +25%
JP Morgan Chase
44
JP Morgan Chase
New York
$29K
William Blair & Company
45
William Blair & Company
Illinois
$29K +$28.4K +3,000 New
RE
46
RBC Europe
United Kingdom
$28.6K
RWA
47
Ropes Wealth Advisors
Massachusetts
$26K
IF
48
Ironwood Financial
Arizona
$26K +$984 +104 +4%
MCA
49
Mercer Capital Advisers
New Jersey
$24K
IA
50
IFP Advisors
Florida
$23K

ICLN Hedge Fund Activity: Q1 2018 in Review

73 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2018, worth a combined $32.7M — up 12% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ICLN positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.08M sold.

  • 73 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2018, up from 70 in Q4 2017.
  • Funds reported $32.7M of iShares Global Clean Energy ETF stock for Q1 2018, up 12% quarter-over-quarter.
  • 9 funds opened new iShares Global Clean Energy ETF positions in Q1 2018 and 6 closed out, a net change of +3 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2018 was Bank of New York Mellon, an estimated $2.82M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2018 was Citadel Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2018.