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iShares Global Clean Energy ETF
ICLN

112 hedge funds and large institutions have $96M invested in iShares Global Clean Energy ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

54% more capital invested

Capital invested by funds: $62.5M → $96M (+$33.5M)

17% more funds holding

Funds holding: 96 → 112 (+16)

3.32% more ownership

Funds ownership: 23.63% → 26.95% (+3.3%)

Holders
112
Holders Change
+16
Holders Change %
+16.67%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
39
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PIM
Parker Investment Management
California
+$20.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$2.97M
3
GCA
Greenwood Capital Associates
South Carolina
+$2.72M
4
SB
Simmons Bank
Arkansas
+$1.14M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.01M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
2
FAIM
Financial Advocates Investment Management
Washington
-$568K
3
Jane Street
Jane Street
New York
-$359K
4
Morgan Stanley
Morgan Stanley
New York
-$225K
5
PCM
Penserra Capital Management
California
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$725K +$46.6K +4,281 +7%
Comerica Bank
27
Comerica Bank
Texas
$647K -$140K -12,875 -18%
AG
28
Advisor Group
Arizona
$562K +$256K +23,486 +84%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$507K +$80.1K +7,355 +19%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$478K +$145K +13,274 +43%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$475K – – –
MLIC
32
Mandatum Life Insurance Company
Finland
$467K – – –
RJA
33
Raymond James & Associates
Florida
$429K +$87K +7,989 +25%
VCM
34
Vigilant Capital Management
Maine
$403K +$26K +2,390 +7%
AP
35
Advisors Preferred
Maryland
$387K +$61.2K +5,621 +19%
PCM
36
Penserra Capital Management
California
$368K -$176K -16,148 -32%
SWM
37
SeaCrest Wealth Management
New York
$366K +$366K +33,574 New
Stifel Financial
38
Stifel Financial
Missouri
$361K +$4.03K +370 +1%
MWA
39
Meridian Wealth Advisors
Texas
$307K +$306K +28,143 New
US Bancorp
40
US Bancorp
Minnesota
$283K +$10.6K +975 +4%
GWM
41
Greenwich Wealth Management
Connecticut
$281K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$276K +$111K +10,238 +68%
BRWM
43
B. Riley Wealth Management
Tennessee
$271K +$271K +24,886 New
PFM
44
Parsec Financial Management
North Carolina
$253K – – –
RCS
45
Retirement Capital Strategies
California
$252K +$16.1K +1,474 +7%
TC
46
TownSquare Capital
Utah
$240K +$67.5K +6,196 +37%
DI
47
DFPG Investments
Utah
$239K +$69K +6,332 +41%
CG
48
Colony Group
Massachusetts
$214K -$2.83K -260 -1%
HSA
49
HBK Sorce Advisory
Pennsylvania
$211K +$211K +19,381 New
CI
50
CX Institutional
Indiana
$207K +$18.2K +1,672 +10%
1
2
3 4 5

ICLN Hedge Fund Activity: Q3 2019 in Review

112 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2019, worth a combined $96M — up 54% from $62.5M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ICLN positions and 6 closed out — a net gain of 17 holders — while 39 added to existing stakes and 11 trimmed.

The largest buyer was Parker Investment Management, opening a new position worth an estimated $20.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.56M sold.

  • 112 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2019, up from 96 in Q2 2019.
  • Funds reported $96M of iShares Global Clean Energy ETF stock for Q3 2019, up 54% quarter-over-quarter.
  • 23 funds opened new iShares Global Clean Energy ETF positions in Q3 2019 and 6 closed out, a net change of +17 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2019 was Parker Investment Management, an estimated $20.8M added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2019 was Citadel Advisors, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2019.