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iShares Global Clean Energy ETF

505 hedge funds and large institutions have $735M invested in iShares Global Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 197 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $35.9M

3.16% less ownership

Funds ownership: 33.15%29.98% (-3.2%)

6% less funds holding

Funds holding: 535505 (-30)

27% less capital invested

Capital invested by funds: $1.01B → $735M (-$274M)

31% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 75

40% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 197

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
505
Holders Change
-30
Holders Change %
-5.61%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
52
Increased
119
Reduced
197
Closed
75
Calls
$35.4M
Puts
$35.9M
Net Calls
-$579K
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.43M +$11.9K +846 +0.5%
CAN
52
Cetera Advisor Networks
California
$2.38M -$2.2M -156,381 -48%
TAM
53
Tocqueville Asset Management
New York
$2.29M +$91.9K +6,520 +4%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.25M +$216K +15,321 +11%
FT
55
Fiduciary Trust
Massachusetts
$2.23M +$44.5K +3,155 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.2M -$3.78M -268,384 -64%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$2.05M -$47.1M -3,341,301 -96%
CBA
58
Coastal Bridge Advisors
Connecticut
$1.93M -$1.31M -92,814 -40%
CA
59
Cetera Advisors
Colorado
$1.87M -$1.26M -89,781 -40%
Lido Advisors
60
Lido Advisors
California
$1.85M +$368K +26,128 +25%
SG Americas Securities
61
SG Americas Securities
New York
$1.83M -$1.24M -88,015 -40%
Bank of Nova Scotia
62
Bank of Nova Scotia
Ontario, Canada
$1.8M -$16.1M -1,143,203 -90%
QIM
63
Quantitative Investment Management
Virginia
$1.78M +$1.79M +127,365 New
ST
64
Spinnaker Trust
Maine
$1.78M -$20.3K -1,440 -1%
CT
65
Cambridge Trust
Massachusetts
$1.71M +$328K +23,309 +24%
PWM
66
Penobscot Wealth Management
Maine
$1.7M -$528K -37,470 -24%
WI
67
WrapManager Inc
California
$1.63M +$332K +23,553 +25%
MWM
68
Mission Wealth Management
California
$1.59M +$87.5K +6,207 +6%
Millennium Management
69
Millennium Management
New York
$1.56M +$1.57M +111,285 New
IMC Chicago
70
IMC Chicago
Illinois
$1.54M +$1.56M +110,390 New
MFS
71
Mirabella Financial Services
United Kingdom
$1.54M +$1.55M +109,930 New
Prudential Financial
72
Prudential Financial
New Jersey
$1.54M +$16.9K +1,203 +1%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.53M -$966K -68,539 -38%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$1.53M +$1.08M +76,804 +235%
FAFN
75
First Affirmative Financial Network
Colorado
$1.51M +$28.7K +2,039 +2%

ICLN Hedge Fund Activity: Q1 2024 in Review

505 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2024, worth a combined $735M — down 27% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of ICLN and 52 opened new positions — a net loss of 23 holders — while 197 trimmed existing stakes and 119 added.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Morgan Stanley, cutting an estimated $107M.

  • 505 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2024, down from 535 in Q4 2023.
  • Funds reported $735M of iShares Global Clean Energy ETF stock for Q1 2024, down 27% quarter-over-quarter.
  • 52 funds opened new iShares Global Clean Energy ETF positions in Q1 2024 and 75 closed out, a net change of -23 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2024 was Bank of America, an estimated $74.2M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2024.