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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
WTC
101
WhitTier Trust Company
Nevada
$12K +$11K +1,000 New
ME
102
McIlrath & Eck
Washington
$9K – – –
CIAS
103
Capital Investment Advisory Services
North Carolina
$8K – – –
JCM
104
Jacobi Capital Management
Pennsylvania
$8K +$5.55K +504 +252%
CAAS
105
Capital Asset Advisory Services
Michigan
$8K +$6.55K +595 New
DY
106
Dowling & Yahnke
California
$8K +$7.71K +700 New
AIP
107
Ameritas Investment Partners
Nebraska
$6K – – –
Fidelity Investments
108
Fidelity Investments
Massachusetts
$6K +$561 +51 +11%
CHAM
109
Clear Harbor Asset Management
Connecticut
$5.99K +$5.61K +510 New
LFG
110
Larson Financial Group
Missouri
$5K -$24.7K -2,241 -84%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$5K – – –
POIA
112
Pin Oak Investment Advisors
Texas
$5K – – –
BFC
113
Bedel Financial Consulting
Indiana
$5K +$4.98K +452 New
VFA
114
Valeo Financial Advisors
Indiana
$4K +$11 +1 +0.3%
BCWM
115
Bartlett & Co Wealth Management
Ohio
$2.94K – – –
AssetMark Inc
116
AssetMark Inc
California
$2K +$1.75K +159 New
VCP
117
Verus Capital Partners
Arizona
$2K +$1.77K +161 New
CFD
118
Creative Financial Designs
Indiana
$1K – – –
GCA
119
Greenwood Capital Associates
South Carolina
– -$3.57M -327,735 Closed
CCMG
120
Clark Capital Management Group
Pennsylvania
– -$2.98M -273,028 Closed
AP
121
Advisors Preferred
Maryland
– -$387K -35,465 Closed
PCM
122
Penserra Capital Management
California
– -$368K -33,800 Closed
BRWM
123
B. Riley Wealth Management
Tennessee
– -$271K -24,886 Closed
TC
124
TownSquare Capital
Utah
– -$240K -22,748 Closed
DI
125
DFPG Investments
Utah
– -$239K -21,893 Closed
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.