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iShares Global Clean Energy ETF

429 hedge funds and large institutions have $424M invested in iShares Global Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 180 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $41.6M | Put options by funds: $29.4M

0.3% less ownership

Funds ownership: 30.32%30.02% (-0.3%)

11% less funds holding

Funds holding: 483429 (-54)

36% less capital invested

Capital invested by funds: $661M → $424M (-$236M)

44% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 97

53% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 180

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
429
Holders Change
-54
Holders Change %
-11.18%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
54
Increased
85
Reduced
180
Closed
97
Calls
$41.6M
Puts
$29.4M
Net Calls
+$12.2M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
76
Milestone Investment Advisors
Wisconsin
$635K -$356K -28,152 -34%
ACA
77
Affinity Capital Advisors
California
$624K -$233K -18,451 -26%
AGWCA
78
Annis Gardner Whiting Capital Advisors
Florida
$595K
CMMS
79
Comprehensive Money Management Services
Florida
$591K +$657K +51,977 New
BlackRock
80
BlackRock
New York
$587K +$163K +12,885 +33%
TCOV
81
Trust Company of Vermont
Vermont
$565K +$49K +3,877 +8%
WCFA
82
Walkner Condon Financial Advisors
Wisconsin
$564K +$39.6K +3,130 +7%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$548K +$200K +15,806 +49%
LIA
84
Lynx Investment Advisory
District of Columbia
$547K -$45.7K -3,615 -7%
AC
85
ASB Consultores
Florida
$541K
Stifel Financial
86
Stifel Financial
Missouri
$541K -$286K -22,641 -32%
FHA
87
First Horizon Advisors
Tennessee
$541K +$78.3K +6,192 +15%
Corient Private Wealth
88
Corient Private Wealth
Florida
$532K -$149K -11,798 -20%
CPCM
89
Cardinal Point Capital Management
Ontario, Canada
$495K +$21.6K +1,710 +4%
ECM
90
Exchange Capital Management
Michigan
$490K +$79.6K +6,296 +17%
Mariner
91
Mariner
Kansas
$480K -$42.9K -3,389 -7%
HI
92
Harbour Investments
Wisconsin
$476K +$27.5K +2,175 +5%
BRIA
93
Balanced Rock Investment Advisors
Massachusetts
$474K +$60.4K +4,772 +13%
ASN
94
Advisory Services Network
Georgia
$473K -$85.9K -6,791 -14%
PCIG
95
Partners Capital Investment Group
Massachusetts
$451K
BFO
96
Biltmore Family Office
North Carolina
$449K -$130K -10,303 -21%
VWA
97
VERITY Wealth Advisors
United States
$448K
AAS
98
Avantax Advisory Services
Texas
$443K -$55.6K -4,398 -10%
PAG
99
Private Advisor Group
New Jersey
$440K -$353K -27,876 -42%
SA
100
Sanctuary Advisors
Indiana
$429K -$76.7K -6,062 -14%

ICLN Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2024, worth a combined $424M — down 36% from $661M a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of ICLN and 54 opened new positions — a net loss of 43 holders — while 180 trimmed existing stakes and 85 added.

The largest buyer was Jane Street, adding an estimated $20.3M. The largest seller was Total Wealth Planning, cutting an estimated $18.9M.

  • 429 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2024, down from 483 in Q3 2024.
  • Funds reported $424M of iShares Global Clean Energy ETF stock for Q4 2024, down 36% quarter-over-quarter.
  • 54 funds opened new iShares Global Clean Energy ETF positions in Q4 2024 and 97 closed out, a net change of -43 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2024 was Jane Street, an estimated $20.3M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2024 was Total Wealth Planning, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2024.