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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.71M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.28M |
| 3 |
Nomura Asset Management
Tokyo,
Japan
|
+$1.44M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.23M |
| 5 |
Bank of New York Mellon
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Parker Investment Management
Menlo Park,
California
|
-$13.9M |
| 2 |
GCA
Greenwood Capital Associates
Greenwood,
South Carolina
|
-$3.57M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$2.98M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.18M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$387K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Axa
Paris,
France
| – | -$170K | -15,620 | Closed |
|
127
Envestnet Asset Management
Chicago,
Illinois
| – | -$169K | -15,484 | Closed |
|
|
PAG
128
Private Advisor Group
Morristown,
New Jersey
| – | -$152K | -13,916 | Closed |
|
|
AIC
129
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$44K | -4,102 | Closed |
|
|
FAAS
130
First Allied Advisory Services
San Diego,
California
| – | -$34K | -3,143 | Closed |
|
|
CAN
131
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$11K | -1,000 | Closed |
|
|
OIA
132
Optimum Investment Advisors
Chicago,
Illinois
| – | -$11K | -1,000 | Closed |
|
133
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$11K | -980 | Closed |
|
|
KWA
134
KCS Wealth Advisory
Los Angeles,
California
| – | -$7.54K | -692 | Closed |
|
|
PA
135
Parallel Advisors
San Francisco,
California
| – | -$1K | -132 | Closed |
|
|
TFA
136
Tobias Financial Advisors
Plantation,
Florida
| – | +$440 | +40 | New |
|
|
SMFS
137
Squar Milner Financial Services
Irvine,
California
| – | +$484 | +44 | New |
|
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.