We are live on ! Find out more
ICLN icon

iShares Global Clean Energy ETF
ICLN

173 hedge funds and large institutions have $175M invested in iShares Global Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

53% more capital invested

Capital invested by funds: $115M → $175M (+$60.9M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more funds holding

Funds holding: 155 → 173 (+18)

0.98% more ownership

Funds ownership: 23.04% → 24.03% (+0.98%)

Holders
173
Holders Change
+18
Holders Change %
+11.61%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
38
Increased
65
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.74M
2
UBS Group
UBS Group
Switzerland
+$2.95M
3
G
GenTrust
Florida
+$2.58M
4
Jane Street
Jane Street
New York
+$2.13M
5
Bank of America
Bank of America
North Carolina
+$2.03M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.51M
2
SFS
Sowell Financial Services
Arkansas
-$1.35M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.28M
4
LPL Financial
LPL Financial
California
-$1.1M
5
SC
Scotia Capital
Ontario, Canada
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
151
Bedel Financial Consulting
Indiana
$6K – – –
ME
152
McIlrath & Eck
Washington
$6K – – –
WR
153
Watson Rebecca
$6K +$5.26K +467 New
BFEC
154
Benjamin F. Edwards & Company
Missouri
$5K – – –
POIA
155
Pin Oak Investment Advisors
Texas
$5K – – –
LFG
156
Larson Financial Group
Missouri
$5K +$23 +2 +0.5%
PAI
157
Pittenger & Anderson Inc
Nebraska
$5K +$4.5K +400 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$4K -$5.56K -494 -63%
VFA
159
Valeo Financial Advisors
Indiana
$4K +$23 +2 +0.6%
AF
160
Advisornet Financial
Minnesota
$4K +$4.01K +356 New
BCWM
161
Bartlett & Co Wealth Management
Ohio
$3.13K – – –
BC
162
Bartlett & Co
Ohio
$3K – – –
CFD
163
Creative Financial Designs
Indiana
$2K – – –
PA
164
Perennial Advisors
New York
$2K +$1.69K +150 New
HS
165
Horan Securities
United States
$1K +$754 +67 New
FRA
166
Front Row Advisors
California
$1K +$1.01K +90 New
BW
167
Bison Wealth
Georgia
$1K +$1.13K +100 New
CHA
168
Carmichael Hill & Associates
Maryland
$1K +$1.13K +100 New
TI
169
tru Independence
Oregon
$62 +$56.3K +5,000 New
WIM
170
Westside Investment Management
California
$15 -$16.9K -1,500 -55%
SC
171
Scotia Capital
Ontario, Canada
– -$916K -95,868 Closed
HIIFS
172
Harel Insurance Investments & Financial Services
Israel
– -$773K -80,919 Closed
YCM
173
Yaupon Capital Management
New York
– -$755K -79,105 Closed
BSG
174
Black Swift Group
Colorado
– -$707K -74,000 Closed
FAIM
175
Financial Advocates Investment Management
Washington
– -$595K -62,341 Closed
4 5 6
7
8

ICLN Hedge Fund Activity: Q2 2020 in Review

173 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2020, worth a combined $175M — up 53% from $115M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ICLN positions and 19 closed out — a net gain of 19 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.74M. The largest seller was Susquehanna International Group, cutting an estimated $1.51M.

  • 173 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2020, up from 155 in Q1 2020.
  • Funds reported $175M of iShares Global Clean Energy ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 38 funds opened new iShares Global Clean Energy ETF positions in Q2 2020 and 19 closed out, a net change of +19 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2020 was Morgan Stanley, an estimated $4.74M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2020.