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iShares Global Clean Energy ETF

374 hedge funds and large institutions have $1.24B invested in iShares Global Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 153 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,014% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 14

446% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 28

150% more capital invested

Capital invested by funds: $496M → $1.24B (+$745M)

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

58% more funds holding

Funds holding: 236374 (+138)

21% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $33.8M

5.57% less ownership

Funds ownership: 32.14%26.57% (-5.6%)

Holders
374
Holders Change
+138
Holders Change %
+58.47%
% of All Funds
6.62%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
156
Increased
153
Reduced
28
Closed
14
Calls
$40.7M
Puts
$33.8M
Net Calls
+$6.94M
Net Calls Change
+$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
51
Employees Retirement System of Texas
Texas
$5M +$3.98M +177,000 New
PFT
52
Providence First Trust
Arizona
$4.91M +$1.57M +70,037 +68%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$4.81M +$1.44M +63,972 +60%
SAM
54
Synergy Asset Management
Washington
$4.72M +$3.76M +167,177 New
ST
55
Spinnaker Trust
Maine
$4.53M +$36.4K +1,617 +1%
PAG
56
Private Advisor Group
New Jersey
$4.5M +$3.33M +147,976 +1,289%
BDWCC
57
B&D White Capital Company
Texas
$4.31M +$3.43M +152,683 New
EF
58
Empowered Funds
Pennsylvania
$4.3M +$3.43M +152,419 New
Nomura Asset Management
59
Nomura Asset Management
Japan
$4.23M -$4.97M -221,200 -60%
SL
60
Savior LLC
Massachusetts
$4.08M +$3.25M +144,612 New
HW
61
Hamilton Wealth
California
$3.79M +$682K +30,357 +29%
SHGA
62
Sand Hill Global Advisors
California
$3.66M +$773K +34,373 +36%
SPIA
63
Steward Partners Investment Advisory
New York
$3.45M +$525K +23,367 +24%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$3.44M +$983K +43,728 +56%
SSI
65
Scott & Selber Inc
Texas
$3.31M +$2.63M +117,195 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$3.02M
William Blair & Company
67
William Blair & Company
Illinois
$2.99M +$867K +38,572 +57%
PHS
68
Pekin Hardy Strauss
Illinois
$2.93M +$823K +36,624 +55%
HW
69
Hedeker Wealth
Illinois
$2.9M +$147K +6,520 +7%
SPFA
70
Summit Place Financial Advisors
New Jersey
$2.81M -$931K -41,425 -29%
LB
71
Leo Brokerage
Texas
$2.78M +$281K +12,521 +15%
CT
72
Coastline Trust
Rhode Island
$2.73M +$728K +32,385 +50%
AC
73
Avestar Capital
New York
$2.73M +$2.17M +96,562 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$2.69M +$1.38M +61,372 +272%
SFI
75
SPC Financial Inc
Maryland
$2.67M +$2.13M +94,609 New

ICLN Hedge Fund Activity: Q4 2020 in Review

374 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2020, worth a combined $1.24B — up 150% from $496M a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new ICLN positions and 14 closed out — a net gain of 142 holders — while 153 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $44.2M. The largest seller was Windmill Hill Asset Management, cutting an estimated $17.1M.

  • 374 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2020, up from 236 in Q3 2020.
  • Funds reported $1.24B of iShares Global Clean Energy ETF stock for Q4 2020, up 150% quarter-over-quarter.
  • 156 funds opened new iShares Global Clean Energy ETF positions in Q4 2020 and 14 closed out, a net change of +142 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2020 was Bank of America, an estimated $44.2M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2020 was Windmill Hill Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2020.