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iShares Global Clean Energy ETF
ICLN

173 hedge funds and large institutions have $175M invested in iShares Global Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

53% more capital invested

Capital invested by funds: $115M → $175M (+$60.9M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more funds holding

Funds holding: 155 → 173 (+18)

0.98% more ownership

Funds ownership: 23.04% → 24.03% (+0.98%)

Holders
173
Holders Change
+18
Holders Change %
+11.61%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
38
Increased
65
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.74M
2
UBS Group
UBS Group
Switzerland
+$2.95M
3
G
GenTrust
Florida
+$2.58M
4
Jane Street
Jane Street
New York
+$2.13M
5
Bank of America
Bank of America
North Carolina
+$2.03M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.51M
2
SFS
Sowell Financial Services
Arkansas
-$1.35M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.28M
4
LPL Financial
LPL Financial
California
-$1.1M
5
SC
Scotia Capital
Ontario, Canada
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$550K +$33.8K +3,006 +7%
MLIC
52
Mandatum Life Insurance Company
Finland
$536K – – –
ASN
53
Advisory Services Network
Georgia
$516K -$13K -1,156 -3%
CI
54
CX Institutional
Indiana
$515K +$75.5K +6,705 +19%
SWP
55
Stratos Wealth Partners
Ohio
$487K +$178K +15,850 +69%
SWM
56
SeaCrest Wealth Management
New York
$481K +$54.6K +4,845 +14%
WLIM
57
White Lighthouse Investment Management
Massachusetts
$479K -$28.4K -2,525 -6%
BRWA
58
B. Riley Wealth Advisors
Florida
$468K +$420K +37,327 New
IWM
59
IHT Wealth Management
Illinois
$461K +$20.1K +1,782 +5%
FMB
60
Field & Main Bank
Kentucky
$460K +$414K +36,755 New
EVM
61
Eaton Vance Management
Massachusetts
$446K +$53.4K +4,742 +15%
US Bancorp
62
US Bancorp
Minnesota
$429K -$3.69K -328 -0.9%
TCWM
63
Total Clarity Wealth Management
Illinois
$417K +$375K +33,320 New
Citigroup
64
Citigroup
New York
$411K +$116K +10,261 +45%
MWA
65
Meridian Wealth Advisors
Texas
$409K +$39.4K +3,500 +12%
BCV
66
Banque Cantonale Vaudoise
Switzerland
$387K +$30.3K +2,690 +10%
MIM
67
Miller Investment Management
Pennsylvania
$376K +$338K +30,000 New
MIAN
68
Mariner Independent Advisor Network
Kansas
$373K -$205K -18,187 -38%
VCM
69
Vigilant Capital Management
Maine
$362K -$39.2K -3,485 -11%
CI
70
Conning Inc
Connecticut
$362K +$325K +28,897 New
AAS
71
Avantax Advisory Services
Texas
$357K +$39.6K +3,519 +14%
BAM
72
Belpointe Asset Management
Nevada
$355K +$319K +28,336 New
BAAM
73
Baker Avenue Asset Management
California
$348K +$18.7K +1,660 +6%
CA
74
Corrado Advisors
New Jersey
$345K +$310K +27,573 New
NEPWA
75
New England Private Wealth Advisors
Massachusetts
$336K -$1.78K -158 -0.6%
1 2
3
4 5

ICLN Hedge Fund Activity: Q2 2020 in Review

173 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2020, worth a combined $175M — up 53% from $115M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ICLN positions and 19 closed out — a net gain of 19 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.74M. The largest seller was Susquehanna International Group, cutting an estimated $1.51M.

  • 173 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2020, up from 155 in Q1 2020.
  • Funds reported $175M of iShares Global Clean Energy ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 38 funds opened new iShares Global Clean Energy ETF positions in Q2 2020 and 19 closed out, a net change of +19 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2020 was Morgan Stanley, an estimated $4.74M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2020.