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iShares Global Clean Energy ETF
ICLN

173 hedge funds and large institutions have $175M invested in iShares Global Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

53% more capital invested

Capital invested by funds: $115M → $175M (+$60.9M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more funds holding

Funds holding: 155 → 173 (+18)

0.98% more ownership

Funds ownership: 23.04% → 24.03% (+0.98%)

Holders
173
Holders Change
+18
Holders Change %
+11.61%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
38
Increased
65
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.74M
2
UBS Group
UBS Group
Switzerland
+$2.95M
3
G
GenTrust
Florida
+$2.58M
4
Jane Street
Jane Street
New York
+$2.13M
5
Bank of America
Bank of America
North Carolina
+$2.03M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.51M
2
SFS
Sowell Financial Services
Arkansas
-$1.35M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.28M
4
LPL Financial
LPL Financial
California
-$1.1M
5
SC
Scotia Capital
Ontario, Canada
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
26
Summit Place Financial Advisors
New Jersey
$1.8M +$170K +15,075 +12%
FHA
27
Flagship Harbor Advisors
Massachusetts
$1.74M +$1.46M +129,797 +1,360%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$1.68M +$1.51M +134,418 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.65M +$734K +65,222 +98%
CBA
30
Coastal Bridge Advisors
Connecticut
$1.64M +$215K +19,070 +17%
V
31
Veritable
Delaware
$1.57M – – –
EWM
32
Elmwood Wealth Management
California
$1.5M +$375K +33,285 +38%
CS
33
Credit Suisse
Switzerland
$1.42M – – –
Ameriprise
34
Ameriprise
Minnesota
$1.34M +$36.7K +3,257 +3%
MIFH
35
Migdal Insurance & Financial Holdings
Israel
$1.32M +$97.4K +8,647 +9%
GWM
36
Greenwich Wealth Management
Connecticut
$1.18M +$761K +67,621 +251%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.18M +$20.7K +1,837 +2%
PCIG
38
Partners Capital Investment Group
Massachusetts
$1.17M – – –
MC
39
Moors & Cabot
Massachusetts
$1.16M +$1.04M +92,476 New
AAM
40
Ameraudi Asset Management
New York
$1.06M +$775K +68,791 +443%
RCS
41
Retirement Capital Strategies
California
$959K – – –
Comerica Bank
42
Comerica Bank
Texas
$916K +$49.2K +4,373 +8%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$897K +$114K +10,166 +17%
PHAM
44
Palisades Hudson Asset Management
Florida
$829K +$35.7K +3,169 +5%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$762K -$222K -19,745 -25%
SAM
46
Silvercrest Asset Management
New York
$707K – – –
MD
47
Money Design
Japan
$700K +$165K +14,637 +35%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$689K +$111K +9,900 +22%
JP Morgan Chase
49
JP Morgan Chase
New York
$663K -$28.1K -2,500 -5%
SEIA
50
Signature Estate & Investment Advisors
California
$660K – – –
1
2
3 4 5

ICLN Hedge Fund Activity: Q2 2020 in Review

173 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2020, worth a combined $175M — up 53% from $115M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ICLN positions and 19 closed out — a net gain of 19 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.74M. The largest seller was Susquehanna International Group, cutting an estimated $1.51M.

  • 173 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2020, up from 155 in Q1 2020.
  • Funds reported $175M of iShares Global Clean Energy ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 38 funds opened new iShares Global Clean Energy ETF positions in Q2 2020 and 19 closed out, a net change of +19 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2020 was Morgan Stanley, an estimated $4.74M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2020.