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iShares Global Clean Energy ETF

85 hedge funds and large institutions have $33.2M invested in iShares Global Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 8285 (+3)

0.63% more ownership

Funds ownership: 20.1%20.73% (+0.63%)

6% less capital invested

Capital invested by funds: $35.3M → $33.2M (-$2.02M)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$25K
IF
52
Ironwood Financial
Arizona
$25K +$34 +4 +0.1%
RE
53
RBC Europe
United Kingdom
$24.8K
LFG
54
Larson Financial Group
Missouri
$22K +$22.6K +2,658 New
MCA
55
Mercer Capital Advisers
New Jersey
$21K
CFA
56
Carroll Financial Associates
North Carolina
$20K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$19K
PG
58
Proffitt & Goodson
Tennessee
$16K
W
59
WealthOne
New York
$14K +$14.1K +1,655 New
WIM
60
Westside Investment Management
California
$12.9K -$5.49K -646 -29%
AF
61
Advisornet Financial
Minnesota
$12K -$10.4K -1,219 -47%
ATC
62
Adirondack Trust Company
New York
$10K
GWM
63
Geneos Wealth Management
Colorado
$9K -$3.43K -404 -27%
ASN
64
Advisory Services Network
Georgia
$9K
ST
65
Smithfield Trust
Pennsylvania
$9K
SEI Investments
66
SEI Investments
Pennsylvania
$7K +$6.92K +815 New
AIM
67
Advantage Investment Management
Iowa
$7K +$7.42K +874 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$6K +$5.82K +685 New
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$5K
OIA
70
OneDigital Investment Advisors
Kansas
$5K +$68 +8 +1%
IA
71
IFP Advisors
Florida
$4K -$26.1K -3,073 -85%
AIP
72
Ameritas Investment Partners
Nebraska
$4K
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$4K
POIA
74
Pin Oak Investment Advisors
Texas
$4K
RFM
75
Royal Fund Management
Florida
$4K

ICLN Hedge Fund Activity: Q4 2018 in Review

85 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2018, worth a combined $33.2M — down 5.7% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ICLN positions and 11 closed out — a net gain of 4 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.83M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $1.92M sold.

  • 85 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2018, up from 82 in Q3 2018.
  • Funds reported $33.2M of iShares Global Clean Energy ETF stock for Q4 2018, down 5.7% quarter-over-quarter.
  • 15 funds opened new iShares Global Clean Energy ETF positions in Q4 2018 and 11 closed out, a net change of +4 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2018 was Wells Fargo, an estimated $1.83M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2018.