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iShares Global Clean Energy ETF

82 hedge funds and large institutions have $35.3M invested in iShares Global Clean Energy ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 8182 (+1)

1.25% less ownership

Funds ownership: 21.35%20.1% (-1.3%)

8% less capital invested

Capital invested by funds: $38.2M → $35.3M (-$2.92M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
26
Veritable
Delaware
$245K
AFP
27
Ausdal Financial Partners
Iowa
$242K +$28K +3,200 +13%
VCM
28
Vigilant Capital Management
Maine
$225K +$15.8K +1,800 +7%
US Bancorp
29
US Bancorp
Minnesota
$215K
GWM
30
Greenwich Wealth Management
Connecticut
$203K +$207K +23,620 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$186K -$56.7K -6,467 -23%
CG
32
Colony Group
Massachusetts
$176K
Axa
33
Axa
France
$153K +$16.5K +1,880 +12%
AG
34
Advisor Group
Arizona
$151K +$91K +10,385 +146%
MCIA
35
Mountain Capital Investment Advisors
Colorado
$145K
AIA
36
Arbor Investment Advisors
North Carolina
$136K
FHA
37
First Horizon Advisors
Tennessee
$130K +$27.8K +3,175 +26%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$129K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$124K -$3.18K -363 -2%
PFM
40
Parsec Financial Management
North Carolina
$116K
CS
41
Credit Suisse
Switzerland
$109K
IWA
42
Inspirion Wealth Advisors
Illinois
$86K
HCMNY
43
Howard Capital Management (New York)
New York
$86K +$87.6K +10,000 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$72K +$14.2K +1,623 +24%
JP Morgan Chase
45
JP Morgan Chase
New York
$53K +$27.6K +3,150 +105%
WIM
46
Westside Investment Management
California
$51.2K +$5.7K +650 +42%
CI
47
CX Institutional
Indiana
$49K +$32.1K +3,659 +182%
BlackRock
48
BlackRock
New York
$43K +$13K +1,485 +42%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$38K -$280K -32,000 -88%
IA
50
IFP Advisors
Florida
$31K

ICLN Hedge Fund Activity: Q3 2018 in Review

82 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2018, worth a combined $35.3M — down 7.6% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ICLN positions and 7 closed out — a net gain of 1 holder — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Financial Advocates Investment Management, adding an estimated $765K. The largest seller was Bank of America, cutting an estimated $2.07M.

  • 82 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2018, up from 81 in Q2 2018.
  • Funds reported $35.3M of iShares Global Clean Energy ETF stock for Q3 2018, down 7.6% quarter-over-quarter.
  • 8 funds opened new iShares Global Clean Energy ETF positions in Q3 2018 and 7 closed out, a net change of +1 holder.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2018 was Financial Advocates Investment Management, an estimated $765K added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2018 was Bank of America, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2018.