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iShares Global Clean Energy ETF

374 hedge funds and large institutions have $1.24B invested in iShares Global Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 153 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,014% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 14

446% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 28

150% more capital invested

Capital invested by funds: $496M → $1.24B (+$745M)

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

58% more funds holding

Funds holding: 236374 (+138)

21% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $33.8M

5.57% less ownership

Funds ownership: 32.14%26.57% (-5.6%)

Holders
374
Holders Change
+138
Holders Change %
+58.47%
% of All Funds
6.62%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
156
Increased
153
Reduced
28
Closed
14
Calls
$40.7M
Puts
$33.8M
Net Calls
+$6.94M
Net Calls Change
+$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Credit Suisse
Switzerland
$1.6M -$1.28M -56,819 -50%
PHAM
102
Palisades Hudson Asset Management
Florida
$1.58M -$229K -10,203 -15%
DAS
103
Dynamic Advisor Solutions
Arizona
$1.51M +$476K +21,191 +66%
MA
104
Mutual Advisors
Nebraska
$1.51M +$1.2M +53,347 New
CA
105
Claro Advisors
Massachusetts
$1.48M +$1.18M +52,555 New
SA
106
Strategic Advisors
New York
$1.48M +$128K +5,676 +15%
SWP
107
Stratos Wealth Partners
Ohio
$1.47M +$34.5K +1,533 +3%
SRC
108
Shufro Rose & Co
New York
$1.44M +$1.14M +50,854 New
ASN
109
Advisory Services Network
Georgia
$1.42M +$97.4K +4,332 +9%
BHB
110
Bank Hapoalim BM
Israel
$1.34M +$1.07M +47,549 New
BRWA
111
B. Riley Wealth Advisors
Florida
$1.33M +$111K +4,925 +12%
AAS
112
Avantax Advisory Services
Texas
$1.33M -$190K -8,450 -15%
US Bancorp
113
US Bancorp
Minnesota
$1.27M +$199K +8,834 +24%
ACP
114
Ashfield Capital Partners
California
$1.27M +$415K +18,476 +70%
PIM
115
Parker Investment Management
California
$1.25M +$997K +44,348 New
NA
116
NewEdge Advisors
Louisiana
$1.22M +$973K +43,303 New
FMB
117
Field & Main Bank
Kentucky
$1.22M +$29.6K +1,316 +3%
MLIC
118
Mandatum Life Insurance Company
Finland
$1.21M
NCP
119
NexWave Capital Partners
New York
$1.19M +$951K +42,295 New
FPGK
120
Financial Partners Group (Kansas)
Kansas
$1.19M +$470K +20,907 +134%
SIM
121
Seaview Investment Managers
Florida
$1.19M +$740K +32,911 +356%
WA
122
Wealth Alliance
New York
$1.18M +$674K +29,970 +253%
HighTower Advisors
123
HighTower Advisors
Illinois
$1.18M +$620K +27,580 +194%
SPC
124
Sigma Planning Corp
Michigan
$1.18M +$683K +30,384 +270%
LWANC
125
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.14M +$907K +40,350 New

ICLN Hedge Fund Activity: Q4 2020 in Review

374 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2020, worth a combined $1.24B — up 150% from $496M a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new ICLN positions and 14 closed out — a net gain of 142 holders — while 153 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $44.2M. The largest seller was Windmill Hill Asset Management, cutting an estimated $17.1M.

  • 374 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2020, up from 236 in Q3 2020.
  • Funds reported $1.24B of iShares Global Clean Energy ETF stock for Q4 2020, up 150% quarter-over-quarter.
  • 156 funds opened new iShares Global Clean Energy ETF positions in Q4 2020 and 14 closed out, a net change of +142 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2020 was Bank of America, an estimated $44.2M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2020 was Windmill Hill Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2020.