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iShares Global Clean Energy ETF
ICLN

121 hedge funds and large institutions have $102M invested in iShares Global Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

8% more funds holding

Funds holding: 112 → 121 (+9)

6% more capital invested

Capital invested by funds: $96M → $102M (+$5.56M)

3.51% less ownership

Funds ownership: 26.95% → 23.43% (-3.5%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
52
Reduced
15
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.71M
2
Wells Fargo
Wells Fargo
California
+$3.28M
3
Nomura Asset Management
Nomura Asset Management
Japan
+$1.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.23M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
PIM
Parker Investment Management
California
-$13.9M
2
GCA
Greenwood Capital Associates
South Carolina
-$3.57M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$2.98M
4
FAIM
Financial Advocates Investment Management
Washington
-$1.18M
5
AP
Advisors Preferred
Maryland
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
76
Great Diamond Partners
Maine
$115K +$108K +9,800 New
SG Americas Securities
77
SG Americas Securities
New York
$113K +$106K +9,600 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$109K +$22.7K +2,058 +29%
BlackRock
79
BlackRock
New York
$103K +$5.86K +532 +6%
HNB
80
Huntington National Bank
Ohio
$86K +$80.2K +7,286 New
ST
81
Smithfield Trust
Pennsylvania
$70K +$57.2K +5,196 +716%
AA
82
Advisory Alpha
Michigan
$51K +$198 +18 +0.4%
GWM
83
Geneos Wealth Management
Colorado
$49K +$16.5K +1,500 +55%
ATC
84
Adirondack Trust Company
New York
$48K +$14.3K +1,298 +49%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$46K +$5.61K +510 +15%
SPIA
86
Steward Partners Investment Advisory
New York
$41K +$26.4K +2,400 +213%
PA
87
PSI Advisors
Florida
$40K +$37.5K +3,410 New
APA
88
American Portfolios Advisors
New York
$37.9K – – –
PG
89
Proffitt & Goodson
Tennessee
$36K +$10.6K +963 +47%
RE
90
RBC Europe
United Kingdom
$35.3K – – –
IF
91
Ironwood Financial
Arizona
$35K +$33 +3 +0.1%
SBL
92
Sargent Bickham Lagudis
Colorado
$31K +$22.8K +2,075 +390%
MCA
93
Mercer Capital Advisers
New Jersey
$29K – – –
HPC
94
HM Payson & Co
Maine
$26K +$24.2K +2,200 New
WC
95
Whitnell & Co
Illinois
$19K – – –
SFS
96
Sowell Financial Services
Arkansas
$16K – – –
IA
97
IFP Advisors
Florida
$13K +$5.51K +501 +93%
AF
98
Advisornet Financial
Minnesota
$12K – – –
TFGT
99
TS Financial Group (TSFG)
Illinois
$12K +$33 +3 +0.3%
AWM
100
Atticus Wealth Management
Florida
$12K +$11K +1,000 New
2 3
4
5 6

ICLN Hedge Fund Activity: Q4 2019 in Review

121 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2019, worth a combined $102M — up 5.8% from $96M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ICLN positions and 17 closed out — a net gain of 12 holders — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.71M. The largest seller was Parker Investment Management, cutting an estimated $13.9M.

  • 121 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2019, up from 112 in Q3 2019.
  • Funds reported $102M of iShares Global Clean Energy ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 29 funds opened new iShares Global Clean Energy ETF positions in Q4 2019 and 17 closed out, a net change of +12 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2019 was Morgan Stanley, an estimated $3.71M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2019 was Parker Investment Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2019.