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iShares Global Clean Energy ETF

505 hedge funds and large institutions have $735M invested in iShares Global Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 197 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $35.9M

3.16% less ownership

Funds ownership: 33.15%29.98% (-3.2%)

6% less funds holding

Funds holding: 535505 (-30)

27% less capital invested

Capital invested by funds: $1.01B → $735M (-$274M)

31% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 75

40% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 197

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
505
Holders Change
-30
Holders Change %
-5.61%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
52
Increased
119
Reduced
197
Closed
75
Calls
$35.4M
Puts
$35.9M
Net Calls
-$579K
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$5.06M -$1.25M -88,785 -20%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.81M +$4.04M +286,719 +498%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$4.77M -$530K -37,621 -10%
MML Investors Services
29
MML Investors Services
Massachusetts
$4.48M +$595K +42,253 +15%
OMC
30
Old Mission Capital
Illinois
$4.45M +$3.83M +271,836 +587%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$4.38M -$439K -31,159 -9%
Fidelity International
32
Fidelity International
Bermuda
$4.34M -$4.26M -302,188 -49%
BPA
33
Beacon Pointe Advisors
California
$3.95M +$151K +10,686 +4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.95M -$1.16M -82,625 -23%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.85M -$38.3K -2,721 -1%
WC
36
Weil Company
California
$3.84M -$882K -62,566 -19%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$3.58M -$20.4K -1,451 -0.6%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$3.25M +$3.28M +232,626 New
Rafferty Asset Management
39
Rafferty Asset Management
New York
$3.18M -$889K -63,075 -22%
Creative Planning
40
Creative Planning
Kansas
$3.03M +$180K +12,753 +6%
Citadel Advisors
41
Citadel Advisors
Florida
$2.95M +$2.76M +195,838 +1,266%
EWM
42
Elmwood Wealth Management
California
$2.93M +$1.75M +124,279 +146%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$2.87M -$473K -33,579 -14%
KeyBank National Association
44
KeyBank National Association
Ohio
$2.79M -$317K -22,470 -10%
IW
45
Instrumental Wealth
Florida
$2.77M +$1.24M +87,981 +92%
Walleye Trading
46
Walleye Trading
New York
$2.75M +$2.78M +197,018 New
Walleye Capital
47
Walleye Capital
New York
$2.71M +$2.73M +194,000 New
EPA
48
Element Pointe Advisors
Florida
$2.58M -$482K -34,175 -16%
JP Morgan Chase
49
JP Morgan Chase
New York
$2.57M -$22.6M -1,604,899 -90%
NSLI
50
Nan Shan Life Insurance
Taiwan
$2.51M -$486K -34,480 -16%

ICLN Hedge Fund Activity: Q1 2024 in Review

505 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2024, worth a combined $735M — down 27% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of ICLN and 52 opened new positions — a net loss of 23 holders — while 197 trimmed existing stakes and 119 added.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Morgan Stanley, cutting an estimated $107M.

  • 505 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2024, down from 535 in Q4 2023.
  • Funds reported $735M of iShares Global Clean Energy ETF stock for Q1 2024, down 27% quarter-over-quarter.
  • 52 funds opened new iShares Global Clean Energy ETF positions in Q1 2024 and 75 closed out, a net change of -23 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2024 was Bank of America, an estimated $74.2M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2024.