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iShares Global Clean Energy ETF
ICLN

173 hedge funds and large institutions have $175M invested in iShares Global Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

53% more capital invested

Capital invested by funds: $115M → $175M (+$60.9M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more funds holding

Funds holding: 155 → 173 (+18)

0.98% more ownership

Funds ownership: 23.04% → 24.03% (+0.98%)

Holders
173
Holders Change
+18
Holders Change %
+11.61%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
38
Increased
65
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.74M
2
UBS Group
UBS Group
Switzerland
+$2.95M
3
G
GenTrust
Florida
+$2.58M
4
Jane Street
Jane Street
New York
+$2.13M
5
Bank of America
Bank of America
North Carolina
+$2.03M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.51M
2
SFS
Sowell Financial Services
Arkansas
-$1.35M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.28M
4
LPL Financial
LPL Financial
California
-$1.1M
5
SC
Scotia Capital
Ontario, Canada
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
76
Strategic Advisors
New York
$294K +$226K +20,104 New
HSA
77
HBK Sorce Advisory
Pennsylvania
$280K -$47.7K -4,240 -16%
TA
78
TCG Advisors
Texas
$273K +$246K +21,816 New
LWAC
79
Laurel Wealth Advisors (California)
California
$269K +$242K +21,499 New
PFM
80
Parsec Financial Management
North Carolina
$262K – – –
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$259K -$1.51M -133,882 -87%
PPW
82
Parcion Private Wealth
Washington
$254K +$214K +19,007 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$247K +$83.9K +7,450 +69%
Deutsche Bank
84
Deutsche Bank
Germany
$240K +$2.43K +216 +1%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$238K +$101K +9,000 +90%
CFA
86
Carroll Financial Associates
North Carolina
$220K -$8.73K -775 -4%
BCA
87
Bay Colony Advisors
Massachusetts
$220K +$754 +67 +0.4%
BMCM
88
Bryn Mawr Capital Management
Pennsylvania
$210K +$30K +2,668 +19%
Renaissance Technologies
89
Renaissance Technologies
New York
$209K -$215K -19,100 -53%
MWM
90
Mission Wealth Management
California
$203K +$183K +16,228 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$201K +$181K +16,087 New
Truist Financial
92
Truist Financial
North Carolina
$195K -$833 -74 -0.5%
FHA
93
First Horizon Advisors
Tennessee
$191K -$6.02K -535 -3%
GPA
94
Garrison Point Advisors
California
$189K +$36.9K +3,280 +28%
TC
95
TAP Consulting
Missouri
$189K +$170K +15,090 New
CA
96
Cetera Advisors
Colorado
$179K +$18.6K +1,652 +13%
IAIM
97
International Assets Investment Management
Florida
$175K +$664 +59 +0.4%
SFG
98
Sage Financial Group
Pennsylvania
$173K +$155K +13,789 New
CG
99
Colony Group
Massachusetts
$169K +$6.87K +610 +5%
William Blair & Company
100
William Blair & Company
Illinois
$161K -$5.63K -500 -4%
2 3
4
5 6

ICLN Hedge Fund Activity: Q2 2020 in Review

173 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2020, worth a combined $175M — up 53% from $115M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ICLN positions and 19 closed out — a net gain of 19 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.74M. The largest seller was Susquehanna International Group, cutting an estimated $1.51M.

  • 173 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2020, up from 155 in Q1 2020.
  • Funds reported $175M of iShares Global Clean Energy ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 38 funds opened new iShares Global Clean Energy ETF positions in Q2 2020 and 19 closed out, a net change of +19 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2020 was Morgan Stanley, an estimated $4.74M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2020.