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iShares Global Clean Energy ETF

155 hedge funds and large institutions have $115M invested in iShares Global Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

168% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 19

28% more funds holding

Funds holding: 121155 (+34)

13% more capital invested

Capital invested by funds: $102M → $115M (+$13M)

0.39% less ownership

Funds ownership: 23.43%23.04% (-0.39%)

Holders
155
Holders Change
+34
Holders Change %
+28.1%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
51
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
26
Veritable
Delaware
$1.2M +$523K +44,185 +55%
SFS
27
Sowell Financial Services
Arkansas
$1.16M +$1.42M +120,188 +8,585%
CS
28
Credit Suisse
Switzerland
$1.08M +$1.34M +113,580 New
CBA
29
Coastal Bridge Advisors
Connecticut
$1.07M +$1.33M +111,941 New
Osaic Holdings
30
Osaic Holdings
Arizona
$1.06M +$3.15M +266,058 New
Ameriprise
31
Ameriprise
Minnesota
$1M -$1.73M -146,321 -58%
MIFH
32
Migdal Insurance & Financial Holdings
Israel
$922K +$1.14M +96,590 New
SC
33
Scotia Capital
Ontario, Canada
$916K +$1.14M +95,868 New
PCIG
34
Partners Capital Investment Group
Massachusetts
$891K +$62.4K +5,270 +6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$881K +$587K +49,550 +116%
EWM
36
Elmwood Wealth Management
California
$824K +$1.02M +86,506 New
HIIFS
37
Harel Insurance Investments & Financial Services
Israel
$773K +$161K +13,587 +20%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$770K +$91.7K +7,745 +11%
YCM
39
Yaupon Capital Management
New York
$755K +$937K +79,105 New
RCS
40
Retirement Capital Strategies
California
$732K +$387K +32,644 +74%
BSG
41
Black Swift Group
Colorado
$707K +$876K +74,000 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$638K +$128K +10,813 +19%
PHAM
43
Palisades Hudson Asset Management
Florida
$602K +$747K +63,074 New
FAIM
44
Financial Advocates Investment Management
Washington
$595K -$1.88M -159,128 -72%
Comerica Bank
45
Comerica Bank
Texas
$592K -$14K -1,181 -2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$587K +$438K +36,960 +151%
SAM
47
Silvercrest Asset Management
New York
$540K
JP Morgan Chase
48
JP Morgan Chase
New York
$530K +$491K +41,435 +295%
SB
49
Simmons Bank
Arkansas
$520K -$479K -40,469 -43%
SEIA
50
Signature Estate & Investment Advisors
California
$503K

ICLN Hedge Fund Activity: Q1 2020 in Review

155 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2020, worth a combined $115M — up 13% from $102M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ICLN positions and 16 closed out — a net gain of 38 holders — while 51 added to existing stakes and 19 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $13.8M. The largest seller was Brinker Capital Investments, cutting an estimated $7.93M.

  • 155 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2020, up from 121 in Q4 2019.
  • Funds reported $115M of iShares Global Clean Energy ETF stock for Q1 2020, up 13% quarter-over-quarter.
  • 54 funds opened new iShares Global Clean Energy ETF positions in Q1 2020 and 16 closed out, a net change of +38 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2020 was Arlington Financial Advisors, an estimated $13.8M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $7.93M sold.

Based on aggregated 13F filings for Q1 2020.