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iShares Global Clean Energy ETF
ICLN

536 hedge funds and large institutions have $968M invested in iShares Global Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $84.4M | Put options by funds: $55.1M

2% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 52

2% less funds holding

Funds holding: 546 → 536 (-10)

1.92% less ownership

Funds ownership: 32.76% → 30.84% (-1.9%)

21% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 190

31% less capital invested

Capital invested by funds: $1.4B → $968M (-$429M)

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

Holders
536
Holders Change
-10
Holders Change %
-1.83%
% of All Funds
8.51%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
53
Increased
151
Reduced
190
Closed
52
Calls
$84.4M
Puts
$55.1M
Net Calls
+$29.4M
Net Calls Change
+$46.4M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$9.09M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.86M
3
Jane Street
Jane Street
New York
+$6.23M
4
VI
Vestcor Inc
New Brunswick, Canada
+$5.9M
5
PFO
Pathstone Family Office
New Jersey
+$4.31M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$53.6M
2
AFA
Arlington Financial Advisors
California
-$17.7M
3
Goldman Sachs
Goldman Sachs
New York
-$11.2M
4
ECM
ExodusPoint Capital Management
New York
-$10.2M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
501
D.J. St. Germain
Massachusetts
$2.19K – – –
LFA
502
Level Financial Advisors
New York
$2.18K – – –
CSB
503
City State Bank
Iowa
$2K – – –
FMP
504
Financial Management Professionals
Texas
$2K – – –
VF
505
VitalStone Financial
Texas
$2K +$2.06K +123 +384%
CWC
506
Carolinas Wealth Consulting
North Carolina
$1.86K – – –
GWSA
507
Global Wealth Strategies & Associates
Colorado
$1.7K +$1.95K +116 New
MIM
508
Macroview Investment Management
Maryland
$1.61K – – –
SWM
509
Sanctuary Wealth Management
Idaho
$1.56K – – –
NSG
510
Nalls Sherbakoff Group
Tennessee
$1.49K – – –
Nomura Asset Management
511
Nomura Asset Management
Japan
$1.46K -$1.62M -96,750 -100%
OLVIG
512
Oliver Lagore Vanvalin Investment Group
Michigan
$1.46K – – –
BFPW
513
BOK Financial Private Wealth
Colorado
$1.46K +$1.68K +100 New
SSWM
514
Sheets Smith Wealth Management
North Carolina
$1.46K +$1.68K +100 New
NC
515
NewSquare Capital
Pennsylvania
$1.32K -$4.88K -291 -76%
WAS
516
Winch Advisory Services
Wisconsin
$1K – – –
TFA
517
Toth Financial Advisory
Virginia
$951 – – –
CAM
518
Chesapeake Asset Management
New York
$939 +$1.07K +64 New
MA
519
MCF Advisors
Kentucky
$875 – – –
NIC
520
Northwest Investment Counselors
Oregon
$761 +$873 +52 New
CFGS
521
Concourse Financial Group Securities
Alabama
$731 – – –
RDFA
522
Ritter Daniher Financial Advisory
Ohio
$731 – – –
BBPWM
523
Blue Bell Private Wealth Management
Pennsylvania
$512 – – –
GI
524
GS Investments
Minnesota
$296 – – –
TCM
525
Tradewinds Capital Management
Washington
$176 +$201 +12 New
19 20
21
22 23

ICLN Hedge Fund Activity: Q3 2023 in Review

536 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2023, worth a combined $968M — down 31% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ICLN positions and 52 closed out — a net gain of 1 holder — while 151 added to existing stakes and 190 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $9.09M. The largest seller was Bank of America, cutting an estimated $53.6M.

  • 536 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2023, down from 546 in Q2 2023.
  • Funds reported $968M of iShares Global Clean Energy ETF stock for Q3 2023, down 31% quarter-over-quarter.
  • 53 funds opened new iShares Global Clean Energy ETF positions in Q3 2023 and 52 closed out, a net change of +1 holder.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2023 was Bank of Montreal, an estimated $9.09M added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2023 was Bank of America, an estimated $53.6M sold.

Based on aggregated 13F filings for Q3 2023.