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iShares Global Clean Energy ETF

536 hedge funds and large institutions have $968M invested in iShares Global Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $84.4M | Put options by funds: $55.1M

2% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 52

2% less funds holding

Funds holding: 546536 (-10)

1.92% less ownership

Funds ownership: 32.76%30.84% (-1.9%)

21% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 190

31% less capital invested

Capital invested by funds: $1.4B → $968M (-$429M)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
536
Holders Change
-10
Holders Change %
-1.83%
% of All Funds
8.51%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
53
Increased
151
Reduced
190
Closed
52
Calls
$84.4M
Puts
$55.1M
Net Calls
+$29.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
101
Parallax Volatility Advisers
California
$1.25M +$1.44M +85,616 New
Comerica Bank
102
Comerica Bank
Texas
$1.25M +$1.43M +85,386 New
IBOK
103
Independence Bank of Kentucky
Kentucky
$1.24M -$82.6K -4,921 -5%
CA
104
Corrado Advisors
New Jersey
$1.21M -$7.82K -466 -0.6%
CB
105
Commerce Bank
Missouri
$1.21M +$24.7K +1,470 +2%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$1.17M -$89.5K -5,335 -6%
CAM
107
Cresset Asset Management
Illinois
$1.17M +$66.4K +3,958 +5%
SC
108
Syon Capital
California
$1.14M +$1.31M +78,252 New
IW
109
Instrumental Wealth
Florida
$1.14M +$530K +31,559 +65%
OC
110
Oppenheimer & Co
New York
$1.13M -$654K -38,960 -34%
GA
111
GFS Advisors
Texas
$1.11M +$36.9K +2,200 +3%
CG
112
Cutler Group
California
$1.08M +$1.15M +68,597 +1,217%
TC
113
TAP Consulting
Missouri
$1.07M +$33.8K +2,015 +3%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$1.06M -$53.6K -3,192 -4%
WI
115
WrapManager Inc
California
$1.05M +$176K +10,500 +17%
OMC
116
Old Mission Capital
Illinois
$1.03M -$8.12M -483,679 -87%
MIFH
117
Migdal Insurance & Financial Holdings
Israel
$1.02M -$176K -10,500 -13%
PFA
118
Pure Financial Advisors
California
$1.02M +$206K +12,265 +21%
PCIG
119
Partners Capital Investment Group
Massachusetts
$1.01M
WA
120
Waverly Advisors
Alabama
$1M +$20.1K +1,200 +2%
TCMP
121
Thrive Capital Management (Pennsylvania)
Pennsylvania
$970K +$269K +16,026 +32%
BI
122
Bramshill Investments
Florida
$959K +$1.1M +65,585 New
NEPWA
123
New England Private Wealth Advisors
Massachusetts
$944K +$232K +13,852 +134%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$935K +$1.07M +63,941 New
AWS
125
Atria Wealth Solutions
New York
$918K -$97.5K -5,810 -8%

ICLN Hedge Fund Activity: Q3 2023 in Review

536 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2023, worth a combined $968M — down 31% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ICLN positions and 52 closed out — a net gain of 1 holder — while 151 added to existing stakes and 190 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $9.09M. The largest seller was Bank of America, cutting an estimated $53.6M.

  • 536 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2023, down from 546 in Q2 2023.
  • Funds reported $968M of iShares Global Clean Energy ETF stock for Q3 2023, down 31% quarter-over-quarter.
  • 53 funds opened new iShares Global Clean Energy ETF positions in Q3 2023 and 52 closed out, a net change of +1 holder.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2023 was Bank of Montreal, an estimated $9.09M added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2023 was Bank of America, an estimated $53.6M sold.

Based on aggregated 13F filings for Q3 2023.