We are live on ! Find out more
ICLN icon

iShares Global Clean Energy ETF
ICLN

93 hedge funds and large institutions have $47.9M invested in iShares Global Clean Energy ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

44% more capital invested

Capital invested by funds: $33.2M → $47.9M (+$14.6M)

9% more funds holding

Funds holding: 85 → 93 (+8)

1.35% more ownership

Funds ownership: 20.73% → 22.08% (+1.3%)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.69M
2
Ameriprise
Ameriprise
Minnesota
+$1.57M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.21M
4
RJA
Raymond James & Associates
Florida
+$1.14M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$768K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.16M
2
FAIM
Financial Advocates Investment Management
Washington
-$218K
3
TAM
Tocqueville Asset Management
New York
-$191K
4
BSW
Buckingham Strategic Wealth
Missouri
-$128K
5
CS
Credit Suisse
Switzerland
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Advantage Investment Management
Iowa
$9K – – –
CIAS
77
Capital Investment Advisory Services
North Carolina
$7K – – –
OIA
78
OneDigital Investment Advisors
Kansas
$6K – – –
SEI Investments
79
SEI Investments
Pennsylvania
$5K -$2.89K -307 -38%
AIP
80
Ameritas Investment Partners
Nebraska
$5K – – –
RFM
81
Royal Fund Management
Florida
$5K – – –
SBL
82
Sargent Bickham Lagudis
Colorado
$5K +$5K +532 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$4K – – –
POIA
84
Pin Oak Investment Advisors
Texas
$4K – – –
Fidelity Investments
85
Fidelity Investments
Massachusetts
$4K +$3.83K +407 New
MWM
86
Mascoma Wealth Management
New Hampshire
$3K – – –
BCWM
87
Bartlett & Co Wealth Management
Ohio
$2.44K -$47 -5 -2%
BC
88
Bartlett & Co
Ohio
$2K -$47 -5 -2%
TWA
89
TCI Wealth Advisors
Arizona
$2K +$2.09K +222 New
CFD
90
Creative Financial Designs
Indiana
$1K – – –
LDFR
91
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
BSW
92
Buckingham Strategic Wealth
Missouri
– -$128K -15,467 Closed
CS
93
Credit Suisse
Switzerland
– -$105K -12,722 Closed
W
94
WealthOne
New York
– -$14K -1,655 Closed
WAP
95
Wealthcare Advisory Partners
Pennsylvania
– -$5K -560 Closed
IA
96
IFP Advisors
Florida
– -$4K -537 Closed
CA
97
Claro Advisors
Massachusetts
– -$4K -500 Closed
RCA
98
Rowland Carmichael Advisors
Arizona
– -$3K -355 Closed
PA
99
Perennial Advisors
New York
– -$1K -150 Closed
BWM
100
BerganKDV Wealth Management
Minnesota
– +$188 +20 New
1 2 3
4

ICLN Hedge Fund Activity: Q1 2019 in Review

93 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2019, worth a combined $47.9M — up 44% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ICLN positions and 9 closed out — a net gain of 9 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.69M. The largest seller was Citadel Advisors, cutting an estimated $1.16M.

  • 93 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2019, up from 85 in Q4 2018.
  • Funds reported $47.9M of iShares Global Clean Energy ETF stock for Q1 2019, up 44% quarter-over-quarter.
  • 18 funds opened new iShares Global Clean Energy ETF positions in Q1 2019 and 9 closed out, a net change of +9 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2019 was Susquehanna International Group, an estimated $1.69M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2019 was Citadel Advisors, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2019.