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iShares Global Clean Energy ETF
ICLN

85 hedge funds and large institutions have $33.2M invested in iShares Global Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 82 → 85 (+3)

0.63% more ownership

Funds ownership: 20.1% → 20.73% (+0.63%)

6% less capital invested

Capital invested by funds: $35.3M → $33.2M (-$2.02M)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.83M
2
Citadel Advisors
Citadel Advisors
Florida
+$789K
3
V
Veritable
Delaware
+$446K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$218K
5
RCS
Retirement Capital Strategies
California
+$213K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$1.92M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.89M
3
KeyBank National Association
KeyBank National Association
Ohio
-$310K
4
CBU
CIBC Bank USA
Illinois
-$281K
5
PHAM
Palisades Hudson Asset Management
Florida
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Claro Advisors
Massachusetts
$4K +$4.25K +500 New
BFEC
77
Benjamin F. Edwards & Company
Missouri
$3K – – –
RCA
78
Rowland Carmichael Advisors
Arizona
$3K +$3.02K +355 New
BCWM
79
Bartlett & Co Wealth Management
Ohio
$2.11K – – –
BC
80
Bartlett & Co
Ohio
$2K – – –
MWM
81
Mascoma Wealth Management
New Hampshire
$2K – – –
CFD
82
Creative Financial Designs
Indiana
$1K – – –
PA
83
Perennial Advisors
New York
$1K – – –
LDFR
84
Lehman & Derafelo Financial Resources
Pennsylvania
$1K +$850 +100 New
CBU
85
CIBC Bank USA
Illinois
– -$281K -32,650 Closed
PHAM
86
Palisades Hudson Asset Management
Florida
– -$263K -30,524 Closed
AFP
87
Ausdal Financial Partners
Iowa
– -$242K -28,150 Closed
CWM
88
Cornerstone Wealth Management
Missouri
– -$1.92M -17,364 Closed
BlackRock
89
BlackRock
New York
– -$43K -5,001 Closed
RWA
90
Ropes Wealth Advisors
Massachusetts
– -$23K -2,700 Closed
SPIA
91
Steward Partners Investment Advisory
New York
– -$10K -1,127 Closed
GAM
92
Gemmer Asset Management
California
– -$9K -1,100 Closed
SWP
93
Stratos Wealth Partners
Ohio
– -$9K -1,026 Closed
KJWM
94
Kiley Juergens Wealth Management
Washington
– -$4K -500 Closed
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -375 Closed
EFSCE
96
Enterprise Financial Services Corp (EFSC)
Missouri
– +$493 +58 New
1 2 3
4

ICLN Hedge Fund Activity: Q4 2018 in Review

85 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2018, worth a combined $33.2M — down 5.7% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ICLN positions and 11 closed out — a net gain of 4 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.83M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $1.92M sold.

  • 85 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2018, up from 82 in Q3 2018.
  • Funds reported $33.2M of iShares Global Clean Energy ETF stock for Q4 2018, down 5.7% quarter-over-quarter.
  • 15 funds opened new iShares Global Clean Energy ETF positions in Q4 2018 and 11 closed out, a net change of +4 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2018 was Wells Fargo, an estimated $1.83M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2018.