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iShares Global Clean Energy ETF
ICLN

121 hedge funds and large institutions have $102M invested in iShares Global Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

8% more funds holding

Funds holding: 112 → 121 (+9)

6% more capital invested

Capital invested by funds: $96M → $102M (+$5.56M)

3.51% less ownership

Funds ownership: 26.95% → 23.43% (-3.5%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
52
Reduced
15
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.71M
2
Wells Fargo
Wells Fargo
California
+$3.28M
3
Nomura Asset Management
Nomura Asset Management
Japan
+$1.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.23M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
PIM
Parker Investment Management
California
-$13.9M
2
GCA
Greenwood Capital Associates
South Carolina
-$3.57M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$2.98M
4
FAIM
Financial Advocates Investment Management
Washington
-$1.18M
5
AP
Advisors Preferred
Maryland
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$941K +$881K +80,063 New
JMPWA
27
JP Morgan Private Wealth Advisors
California
$856K +$290K +26,360 +57%
HIIFS
28
Harel Insurance Investments & Financial Services
Israel
$791K -$117K -10,668 -14%
Creative Planning
29
Creative Planning
Kansas
$790K +$8K +727 +1%
Comerica Bank
30
Comerica Bank
Texas
$730K – – –
SAM
31
Silvercrest Asset Management
New York
$664K +$622K +56,500 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$658K +$134K +12,137 +28%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$657K +$416K +37,831 +209%
SEIA
34
Signature Estate & Investment Advisors
California
$619K +$580K +52,705 New
Stifel Financial
35
Stifel Financial
Missouri
$521K +$124K +11,280 +34%
RCS
36
Retirement Capital Strategies
California
$516K +$230K +20,849 +90%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$512K – – –
MLIC
38
Mandatum Life Insurance Company
Finland
$503K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$501K +$190K +17,293 +68%
AG
40
Advisor Group
Arizona
$484K -$113K -10,268 -20%
ASN
41
Advisory Services Network
Georgia
$470K +$426K +38,734 +2,977%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$449K +$421K +38,206 New
SWM
43
SeaCrest Wealth Management
New York
$396K +$1.1K +100 +0.3%
VCM
44
Vigilant Capital Management
Maine
$394K -$37.3K -3,385 -9%
BCV
45
Banque Cantonale Vaudoise
Switzerland
$363K +$340K +30,880 New
HSA
46
HBK Sorce Advisory
Pennsylvania
$333K +$98.7K +8,970 +46%
MWA
47
Meridian Wealth Advisors
Texas
$331K – – –
GWM
48
Greenwich Wealth Management
Connecticut
$311K +$7.4K +672 +3%
US Bancorp
49
US Bancorp
Minnesota
$305K -$881 -80 -0.3%
EVM
50
Eaton Vance Management
Massachusetts
$303K +$284K +25,800 New
1
2
3 4 5

ICLN Hedge Fund Activity: Q4 2019 in Review

121 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2019, worth a combined $102M — up 5.8% from $96M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ICLN positions and 17 closed out — a net gain of 12 holders — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.71M. The largest seller was Parker Investment Management, cutting an estimated $13.9M.

  • 121 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2019, up from 112 in Q3 2019.
  • Funds reported $102M of iShares Global Clean Energy ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 29 funds opened new iShares Global Clean Energy ETF positions in Q4 2019 and 17 closed out, a net change of +12 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2019 was Morgan Stanley, an estimated $3.71M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2019 was Parker Investment Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2019.