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iShares Global Clean Energy ETF
ICLN

536 hedge funds and large institutions have $968M invested in iShares Global Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $84.4M | Put options by funds: $55.1M

2% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 52

2% less funds holding

Funds holding: 546 → 536 (-10)

1.92% less ownership

Funds ownership: 32.76% → 30.84% (-1.9%)

21% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 190

31% less capital invested

Capital invested by funds: $1.4B → $968M (-$429M)

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

Holders
536
Holders Change
-10
Holders Change %
-1.83%
% of All Funds
8.51%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
53
Increased
151
Reduced
190
Closed
52
Calls
$84.4M
Puts
$55.1M
Net Calls
+$29.4M
Net Calls Change
+$46.4M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$9.09M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.86M
3
Jane Street
Jane Street
New York
+$6.23M
4
VI
Vestcor Inc
New Brunswick, Canada
+$5.9M
5
PFO
Pathstone Family Office
New Jersey
+$4.31M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$53.6M
2
AFA
Arlington Financial Advisors
California
-$17.7M
3
Goldman Sachs
Goldman Sachs
New York
-$11.2M
4
ECM
ExodusPoint Capital Management
New York
-$10.2M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
51
Wealthfront Advisers
California
$3.51M +$1.57M +93,706 +64%
CA
52
Cetera Advisors
Colorado
$3.5M -$264K -15,733 -6%
NSLI
53
Nan Shan Life Insurance
Taiwan
$3.43M – – –
TAM
54
Tocqueville Asset Management
New York
$3.4M -$714K -42,522 -15%
Brown Advisory
55
Brown Advisory
Maryland
$3.38M +$3.68M +219,264 +1,812%
Corient Private Wealth
56
Corient Private Wealth
Florida
$3.31M +$572K +34,100 +18%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$3.21M -$1.48M -88,022 -29%
CI
58
CX Institutional
Indiana
$3.19M -$1.16M -69,144 -24%
Creative Planning
59
Creative Planning
Kansas
$3.03M -$64.8K -3,863 -2%
Rafferty Asset Management
60
Rafferty Asset Management
New York
$2.98M +$590K +35,134 +21%
LRWA
61
Long Run Wealth Advisors
New York
$2.95M +$155K +9,221 +5%
BFO
62
Biltmore Family Office
North Carolina
$2.93M -$186K -11,102 -5%
Capital Fund Management (CFM)
63
Capital Fund Management (CFM)
France
$2.89M +$772K +46,000 +30%
FT
64
Fiduciary Trust
Massachusetts
$2.66M +$37.4K +2,229 +1%
Millennium Management
65
Millennium Management
New York
$2.63M +$2.82M +168,079 +1,435%
SHGA
66
Sand Hill Global Advisors
California
$2.62M +$127K +7,592 +4%
HighTower Advisors
67
HighTower Advisors
Illinois
$2.54M -$430K -25,643 -13%
AllianceBernstein
68
AllianceBernstein
Tennessee
$2.53M +$201K +12,008 +7%
MAG
69
MRA Advisory Group
New Jersey
$2.52M +$660K +39,320 +30%
Citadel Advisors
70
Citadel Advisors
Florida
$2.5M +$160K +9,529 +6%
MIA
71
Milestone Investment Advisors
Wisconsin
$2.23M +$1.41K +84 +0.1%
SAM
72
Silvercrest Asset Management
New York
$2.21M +$264K +15,733 +12%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.21M +$226K +13,462 +10%
PWM
74
Penobscot Wealth Management
Maine
$2.2M +$7.47K +445 +0.3%
SG Americas Securities
75
SG Americas Securities
New York
$2.15M -$2.17M -129,327 -47%
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ICLN Hedge Fund Activity: Q3 2023 in Review

536 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2023, worth a combined $968M — down 31% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ICLN positions and 52 closed out — a net gain of 1 holder — while 151 added to existing stakes and 190 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $9.09M. The largest seller was Bank of America, cutting an estimated $53.6M.

  • 536 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2023, down from 546 in Q2 2023.
  • Funds reported $968M of iShares Global Clean Energy ETF stock for Q3 2023, down 31% quarter-over-quarter.
  • 53 funds opened new iShares Global Clean Energy ETF positions in Q3 2023 and 52 closed out, a net change of +1 holder.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2023 was Bank of Montreal, an estimated $9.09M added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2023 was Bank of America, an estimated $53.6M sold.

Based on aggregated 13F filings for Q3 2023.