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iShares Global Clean Energy ETF
ICLN

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: 535 → 505 (-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: 5 → 3 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$74.2M
2
S2L
Sparta 24 Ltd
Israel
+$15.2M
3
Citigroup
Citigroup
New York
+$10.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.04M
5
OMC
Old Mission Capital
Illinois
+$3.83M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$107M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$47.1M
3
CI
Clal Insurance
Israel
-$46.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$22.6M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
501
Hexagon Capital Partners
Arkansas
$14 – – –
FFA
502
Frazier Financial Advisors
Ohio
$8 – – –
MFA
503
Morling Financial Advisors
California
$3 – – –
RCM
504
Raleigh Capital Management
North Carolina
$1 – – –
CCM
505
Cinctive Capital Management
New York
– -$6.04M -388,198 Closed
AFA
506
Arlington Financial Advisors
California
– -$4.32M -277,398 Closed
ECM
507
Element Capital Management
New York
– -$3.85M -247,427 Closed
KF
508
Krilogy Financial
Missouri
– -$2.35M -150,846 Closed
SAM
509
Silvercrest Asset Management
New York
– -$2.35M -150,625 Closed
SC
510
Syon Capital
California
– -$1.98M -126,964 Closed
AWM
511
AE Wealth Management
Kansas
– -$1.46M -105,160 Closed
Toronto Dominion Bank
512
Toronto Dominion Bank
Ontario, Canada
– -$1.17M -75,033 Closed
TCMP
513
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$1.11M -71,117 Closed
SEIA
514
Signature Estate & Investment Advisors
California
– -$933K -59,935 Closed
IWA
515
Invera Wealth Advisors
Oregon
– -$798K -51,243 Closed
CPP
516
Capasso Planning Partners
South Carolina
– -$696K -44,701 Closed
GCC
517
Guardian Capital (Canada)
Ontario, Canada
– -$572K -36,711 Closed
BGA
518
Battery Global Advisors
Massachusetts
– -$555K -34,637 Closed
JFG
519
Jefferies Financial Group
New York
– -$389K -25,000 Closed
MAWA
520
Moss Adams Wealth Advisors
Washington
– -$323K -20,775 Closed
HF
521
HRT Financial
New York
– -$306K -19,714 Closed
GBWM
522
Granite Bay Wealth Management
New Hampshire
– -$266K -18,900 Closed
PWM
523
Purus Wealth Management
California
– -$267K -17,134 Closed
WWA
524
WCG Wealth Advisors
Nevada
– -$244K -15,665 Closed
MFG
525
Monumental Financial Group
Maryland
– -$244K -15,650 Closed
19 20
21
22 23

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.