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iShares Global Clean Energy ETF

82 hedge funds and large institutions have $35.3M invested in iShares Global Clean Energy ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 8182 (+1)

1.25% less ownership

Funds ownership: 21.35%20.1% (-1.3%)

8% less capital invested

Capital invested by funds: $38.2M → $35.3M (-$2.92M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$29K -$4.98K -568 -15%
William Blair & Company
52
William Blair & Company
Illinois
$26K
IF
53
Ironwood Financial
Arizona
$26K +$2.58K +295 +11%
RE
54
RBC Europe
United Kingdom
$25.8K
RWA
55
Ropes Wealth Advisors
Massachusetts
$23K
AF
56
Advisornet Financial
Minnesota
$23K +$10.7K +1,219 +87%
MCA
57
Mercer Capital Advisers
New Jersey
$22K
CFA
58
Carroll Financial Associates
North Carolina
$20K +$20.5K +2,336 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$19K -$9.39K -1,072 -32%
PG
60
Proffitt & Goodson
Tennessee
$17K +$17K +1,935 New
CT
61
CPF Texas
Texas
$14K +$9.96K +1,137 +212%
GWM
62
Geneos Wealth Management
Colorado
$13K +$9.73K +1,111 +275%
ATC
63
Adirondack Trust Company
New York
$10K
SPIA
64
Steward Partners Investment Advisory
New York
$10K +$237 +27 +2%
ASN
65
Advisory Services Network
Georgia
$9K
GAM
66
Gemmer Asset Management
California
$9K
ST
67
Smithfield Trust
Pennsylvania
$9K
SWP
68
Stratos Wealth Partners
Ohio
$9K +$8.99K +1,026 New
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$5K
OIA
70
OneDigital Investment Advisors
Kansas
$5K +$5.17K +590 New
AIP
71
Ameritas Investment Partners
Nebraska
$4K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$4K
KJWM
73
Kiley Juergens Wealth Management
Washington
$4K
RFM
74
Royal Fund Management
Florida
$4K
POIA
75
Pin Oak Investment Advisors
Texas
$4K +$3.72K +425 New

ICLN Hedge Fund Activity: Q3 2018 in Review

82 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2018, worth a combined $35.3M — down 7.6% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ICLN positions and 7 closed out — a net gain of 1 holder — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Financial Advocates Investment Management, adding an estimated $765K. The largest seller was Bank of America, cutting an estimated $2.07M.

  • 82 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2018, up from 81 in Q2 2018.
  • Funds reported $35.3M of iShares Global Clean Energy ETF stock for Q3 2018, down 7.6% quarter-over-quarter.
  • 8 funds opened new iShares Global Clean Energy ETF positions in Q3 2018 and 7 closed out, a net change of +1 holder.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2018 was Financial Advocates Investment Management, an estimated $765K added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2018 was Bank of America, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2018.