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iShares Global Clean Energy ETF
ICLN

535 hedge funds and large institutions have $1.01B invested in iShares Global Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 135 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $161M | Put options by funds: $64.3M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

2.31% more ownership

Funds ownership: 30.84% → 33.15% (+2.3%)

8% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 71

4% more capital invested

Capital invested by funds: $968M → $1.01B (+$41.3M)

0% less funds holding

Funds holding: 536 → 535 (-1)

36% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 211

Holders
535
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
77
Increased
135
Reduced
211
Closed
71
Calls
$161M
Puts
$64.3M
Net Calls
+$97M
Net Calls Change
+$67.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$101M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$28.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$17.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$13.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$82M
2
VI
Vestcor Inc
New Brunswick, Canada
-$25.6M
3
Jane Street
Jane Street
New York
-$14.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$7.75M
5
TFA
Tobias Financial Advisors
Florida
-$7.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
501
D.J. St. Germain
Massachusetts
$2.34K – – –
LFA
502
Level Financial Advisors
New York
$2.32K – – –
CWC
503
Carolinas Wealth Consulting
North Carolina
$2.25K +$28 +2 +1%
CSB
504
City State Bank
Iowa
$2K – – –
FMP
505
Financial Management Professionals
Texas
$2K – – –
FWM
506
FSA Wealth Management
Massachusetts
$2K +$1.83K +130 New
MIM
507
Macroview Investment Management
Maryland
$1.71K – – –
SWM
508
Sanctuary Wealth Management
Idaho
$1.67K – – –
Nomura Asset Management
509
Nomura Asset Management
Japan
$1.56K – – –
OLVIG
510
Oliver Lagore Vanvalin Investment Group
Michigan
$1.56K – – –
NC
511
NewSquare Capital
Pennsylvania
$1.4K – – –
RIL
512
Rothschild Investment LLC
Illinois
$1.26K +$1.14K +81 New
TFA
513
Toth Financial Advisory
Virginia
$1.01K – – –
VF
514
VitalStone Financial
Texas
$1K -$1.39K -99 -64%
MA
515
MCF Advisors
Kentucky
$932 – – –
HGA
516
Hobbs Group Advisors
South Carolina
$841 +$759 +54 New
CFGS
517
Concourse Financial Group Securities
Alabama
$778 – – –
ACA
518
American Capital Advisory
Idaho
$701 +$633 +45 New
WAS
519
Winch Advisory Services
Wisconsin
$686 – – –
BBPWM
520
Blue Bell Private Wealth Management
Pennsylvania
$545 – – –
GEA
521
Glen Eagle Advisors
New Jersey
$484 +$436 +31 New
RPCA
522
Running Point Capital Advisors
California
$389 -$5.63K -400 -94%
GI
523
GS Investments
Minnesota
$315 – – –
AWM
524
Abound Wealth Management
Tennessee
$312 -$3.38K -240 -92%
CA
525
Crewe Advisors
Utah
$156 – – –
19 20
21
22 23

ICLN Hedge Fund Activity: Q4 2023 in Review

535 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2023, worth a combined $1.01B — up 4.3% from $968M a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ICLN positions and 71 closed out — a net gain of 6 holders — while 135 added to existing stakes and 211 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $82M.

  • 535 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2023, down from 536 in Q3 2023.
  • Funds reported $1.01B of iShares Global Clean Energy ETF stock for Q4 2023, up 4.3% quarter-over-quarter.
  • 77 funds opened new iShares Global Clean Energy ETF positions in Q4 2023 and 71 closed out, a net change of +6 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $101M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2023 was Bank of America, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2023.