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iShares Global Clean Energy ETF

ICLN

Market cap $2.48B

85 hedge funds and large institutions have $33.2M invested in iShares Global Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New

Increased

Maintained

Reduced

Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 82 → 85 (+3)

0.63% more ownership

Funds ownership: 20.1% → 20.73% (+0.63%)

6% less capital invested

Capital invested by funds: $35.3M → $33.2M (-$2.02M)

Holders

Holders Change

Holders Change %

+3.66%

% of All Funds

1.89%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Wells Fargo San Francisco, California	+$1.83M
2	Citadel Advisors Miami, Florida	+$789K
3	V Veritable Wilmington, Delaware	+$446K
4	Royal Bank of Canada Toronto, Ontario, Canada	+$218K
5	RCS Retirement Capital Strategies San Jose, California	+$213K

Top Sellers

1	CWM Cornerstone Wealth Management St. Peters, Missouri	-$1.92M
2	FDCDDQ Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	-$1.89M
3	KeyBank National Association Cleveland, Ohio	-$310K
4	CBU CIBC Bank USA Chicago, Illinois	-$281K
5	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	-$263K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	RCS 26 Retirement Capital Strategies San Jose, California	$207K	+$213K	+25,044	New
27	27 US Bancorp Minneapolis, Minnesota	$206K	–	–	–
28	GWM 28 Greenwich Wealth Management Greenwich, Connecticut	$198K	+$3.06K	+360	+2%
29	PFM 29 Parsec Financial Management Asheville, North Carolina	$192K	+$82.3K	+9,686	+72%
30	AG 30 Advisor Group Phoenix, Arizona	$191K	+$47.7K	+5,617	+32%
31	RJA 31 Raymond James & Associates St Petersburg, Florida	$175K	+$180K	+21,208	New
32	CG 32 Colony Group Boston, Massachusetts	$169K	–	–	–
33	FHA 33 First Horizon Advisors Memphis, Tennessee	$159K	+$34.9K	+4,107	+27%
34	34 Axa Paris, France	$155K	+$8.75K	+1,030	+6%
35	MCIA 35 Mountain Capital Investment Advisors Westminster, Colorado	$139K	–	–	–
36	AIA 36 Arbor Investment Advisors Winston Salem, North Carolina	$131K	+$943	+111	+0.7%
37	BSW 37 Buckingham Strategic Wealth Clayton, Missouri	$128K	+$131K	+15,467	New
38	38 Cambridge Investment Research Advisors Fairfield, Iowa	$123K	+$4.31K	+507	+4%
39	LTFS 39 Ladenburg Thalmann Financial Services Miami, Florida	$120K	+$51.9K	+6,108	+73%
40	CS 40 Credit Suisse Zurich, Switzerland	$105K	–	–	–
41	AAS 41 Avantax Advisory Services Dallas, Texas	$103K	+$106K	+12,426	New
42	42 Geode Capital Management Boston, Massachusetts	$101K	–	–	–
43	MWP 43 Moller Wealth Partners	$93K	+$89.7K	+10,556	New
44	SB 44 Suntrust Banks Atlanta, Georgia	$85K	+$87.7K	+10,328	New
45	HCMNY 45 Howard Capital Management (New York) New York	$83K	–	–	–
46	IWA 46 Inspirion Wealth Advisors Libertyville, Illinois	$83K	–	–	–
47	47 JP Morgan Chase New York	$51K	–	–	–
48	CI 48 CX Institutional Auburn, Indiana	$48K	+$1.47K	+173	+3%
49	49 PNC Financial Services Group Pittsburgh, Pennsylvania	$36K	–	–	–
50	50 Citigroup New York	$28K	–	–	–

ICLN Hedge Fund Activity: Q4 2018 in Review

85 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2018, worth a combined $33.2M — down 5.7% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ICLN positions and 11 closed out — a net gain of 4 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.83M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $1.92M sold.

85 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2018, up from 82 in Q3 2018.
Funds reported $33.2M of iShares Global Clean Energy ETF stock for Q4 2018, down 5.7% quarter-over-quarter.
15 funds opened new iShares Global Clean Energy ETF positions in Q4 2018 and 11 closed out, a net change of +4 holders.
The largest iShares Global Clean Energy ETF buyer in Q4 2018 was Wells Fargo, an estimated $1.83M added.
The largest iShares Global Clean Energy ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2018.

iShares Global Clean Energy ETF ICLN Market cap $2.48B