We are live on ! Find out more
ICLN icon

iShares Global Clean Energy ETF

155 hedge funds and large institutions have $115M invested in iShares Global Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

168% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 19

28% more funds holding

Funds holding: 121155 (+34)

13% more capital invested

Capital invested by funds: $102M → $115M (+$13M)

0.39% less ownership

Funds ownership: 23.43%23.04% (-0.39%)

Holders
155
Holders Change
+34
Holders Change %
+28.1%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
51
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
76
Parsec Financial Management
North Carolina
$200K
SI
77
Stephens Inc
Arkansas
$186K +$231K +19,513 New
Deutsche Bank
78
Deutsche Bank
Germany
$181K
CFA
79
Carroll Financial Associates
North Carolina
$175K +$59.5K +5,028 +38%
BCA
80
Bay Colony Advisors
Massachusetts
$167K -$568 -48 -0.3%
TA
81
Tiedemann Advisors
New York
$166K +$206K +17,423 New
MCIA
82
Mountain Capital Investment Advisors
Colorado
$165K +$1.9K +160 +1%
ODCM
83
Old Dominion Capital Management
Virginia
$152K +$16.4K +1,381 +10%
OMC
84
Old Mission Capital
Illinois
$152K +$188K +15,889 New
FHA
85
First Horizon Advisors
Tennessee
$151K -$27.6K -2,330 -13%
EH
86
Equitable Holdings
New York
$150K +$1.73K +146 +0.9%
Truist Financial
87
Truist Financial
North Carolina
$149K +$2.97K +251 +2%
AAM
88
Ameraudi Asset Management
New York
$148K +$184K +15,524 New
BMCM
89
Bryn Mawr Capital Management
Pennsylvania
$135K +$31.7K +2,675 +23%
IAIM
90
International Assets Investment Management
Florida
$133K +$165K +13,909 New
William Blair & Company
91
William Blair & Company
Illinois
$127K +$2.1K +177 +1%
CG
92
Colony Group
Massachusetts
$123K -$77.3K -6,525 -34%
MFG
93
Merit Financial Group
Georgia
$122K
CAN
94
Cetera Advisor Networks
California
$120K +$148K +12,530 New
CA
95
Cetera Advisors
Colorado
$120K +$149K +12,614 New
GG
96
Gofen & Glossberg
Illinois
$115K +$142K +12,000 New
GPA
97
Garrison Point Advisors
California
$113K +$140K +11,850 New
PAG
98
Private Advisor Group
New Jersey
$110K +$136K +11,476 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$105K +$135K +11,424 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$100K +$17.6K +1,485 +16%

ICLN Hedge Fund Activity: Q1 2020 in Review

155 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2020, worth a combined $115M — up 13% from $102M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ICLN positions and 16 closed out — a net gain of 38 holders — while 51 added to existing stakes and 19 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $13.8M. The largest seller was Brinker Capital Investments, cutting an estimated $7.93M.

  • 155 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2020, up from 121 in Q4 2019.
  • Funds reported $115M of iShares Global Clean Energy ETF stock for Q1 2020, up 13% quarter-over-quarter.
  • 54 funds opened new iShares Global Clean Energy ETF positions in Q1 2020 and 16 closed out, a net change of +38 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2020 was Arlington Financial Advisors, an estimated $13.8M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $7.93M sold.

Based on aggregated 13F filings for Q1 2020.