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iShares Global Clean Energy ETF

155 hedge funds and large institutions have $115M invested in iShares Global Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

168% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 19

28% more funds holding

Funds holding: 121155 (+34)

13% more capital invested

Capital invested by funds: $102M → $115M (+$13M)

0.39% less ownership

Funds ownership: 23.43%23.04% (-0.39%)

Holders
155
Holders Change
+34
Holders Change %
+28.1%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
51
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
51
Mariner Independent Advisor Network
Kansas
$437K +$563K +47,562 New
Neuberger Berman Group
52
Neuberger Berman Group
New York
$431K +$17.8K +1,500 +3%
MLIC
53
Mandatum Life Insurance Company
Finland
$409K
ASN
54
Advisory Services Network
Georgia
$405K +$28.1K +2,369 +6%
MD
55
Money Design
Japan
$394K +$489K +41,302 New
Creative Planning
56
Creative Planning
Kansas
$391K -$312K -26,337 -39%
WLIM
57
White Lighthouse Investment Management
Massachusetts
$389K +$192K +16,195 +66%
Renaissance Technologies
58
Renaissance Technologies
New York
$342K +$424K +35,800 New
IWM
59
IHT Wealth Management
Illinois
$335K +$415K +35,077 New
US Bancorp
60
US Bancorp
Minnesota
$331K +$103K +8,687 +34%
CI
61
CX Institutional
Indiana
$329K +$193K +16,277 +90%
SWM
62
SeaCrest Wealth Management
New York
$321K -$1.18K -100 -0.3%
VCM
63
Vigilant Capital Management
Maine
$309K -$13.8K -1,165 -3%
EVM
64
Eaton Vance Management
Massachusetts
$295K +$59.8K +5,050 +20%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$284K +$352K +29,730 New
MWA
66
Meridian Wealth Advisors
Texas
$278K +$11.8K +1,000 +4%
BCV
67
Banque Cantonale Vaudoise
Switzerland
$269K -$31.7K -2,679 -9%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$258K +$320K +27,006 New
GWM
69
Greenwich Wealth Management
Connecticut
$257K +$5.57K +470 +2%
HSA
70
HBK Sorce Advisory
Pennsylvania
$254K -$20.2K -1,710 -6%
BAAM
71
Baker Avenue Asset Management
California
$249K +$310K +26,140 New
AAS
72
Avantax Advisory Services
Texas
$237K +$33.3K +2,815 +13%
BRWM
73
B. Riley Wealth Management
Tennessee
$229K +$284K +23,978 New
SWP
74
Stratos Wealth Partners
Ohio
$220K +$273K +23,044 New
Citigroup
75
Citigroup
New York
$216K +$28.8K +2,429 +12%

ICLN Hedge Fund Activity: Q1 2020 in Review

155 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2020, worth a combined $115M — up 13% from $102M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ICLN positions and 16 closed out — a net gain of 38 holders — while 51 added to existing stakes and 19 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $13.8M. The largest seller was Brinker Capital Investments, cutting an estimated $7.93M.

  • 155 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2020, up from 121 in Q4 2019.
  • Funds reported $115M of iShares Global Clean Energy ETF stock for Q1 2020, up 13% quarter-over-quarter.
  • 54 funds opened new iShares Global Clean Energy ETF positions in Q1 2020 and 16 closed out, a net change of +38 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2020 was Arlington Financial Advisors, an estimated $13.8M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $7.93M sold.

Based on aggregated 13F filings for Q1 2020.