ICLN icon

iShares Global Clean Energy ETF
ICLN

Overview Fund Activity

534 hedge funds and large institutions have $968M invested in iShares Global Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-10
Holders Change %
-1.84%
% of All Funds
8.52%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
52
Increased
151
Reduced
190
Closed
51
Calls
$84.4M
Puts
$55.1M
Net Calls
+$29.4M
Net Calls Change
+$46.4M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$14.6M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$21.7M
3
Jane Street
3
Jane Street
New York
$21M
4
VI
4
Vestcor Inc
New Brunswick, Canada
$25.6M
5
PFO
5
Pathstone Family Office
New Jersey
$3.75M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$144M
2
AFA
2
Arlington Financial Advisors
California
$3.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.3M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$11.8M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
151
Palisades Hudson Asset Management
Florida
$622K +$10.7K +730 +2%
Cerity Partners
152
Cerity Partners
New York
$621K -$1.09M -74,570 -64%
RG
153
Rathbones Group
United Kingdom
$618K +$56.3K +3,852 +10%
CPCM
154
Cardinal Point Capital Management
Ontario, Canada
$598K – – –
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$597K +$40.9K +2,797 +7%
WA
156
Wealth Alliance
New York
$595K -$31.2K -2,133 -5%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$588K +$108K +7,405 +23%
IWC
158
Integrated Wealth Concepts
Massachusetts
$573K -$45.8K -3,130 -7%
CCA
159
Cora Capital Advisors
New Jersey
$570K +$83K +5,674 +17%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$564K -$442K -30,249 -44%
OFG
161
Oxford Financial Group
Indiana
$559K – – –
TCOV
162
Trust Company of Vermont
Vermont
$533K +$533K +36,463 New
JFGLC
163
Johnson Financial Group LLC (Colorado)
Colorado
$527K – – –
CIBC World Market
164
CIBC World Market
Ontario, Canada
$522K -$172K -11,758 -25%
WF
165
Warner Financial
Maryland
$520K -$1.52K -104 -0.3%
NL
166
NEPC LLC
Massachusetts
$518K – – –
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$513K -$116K -7,928 -18%
ST
168
Smithfield Trust
Pennsylvania
$506K +$283K +19,356 +127%
BAAM
169
Baker Avenue Asset Management
California
$504K -$1.64K -112 -0.3%
WLIM
170
White Lighthouse Investment Management
Massachusetts
$503K -$6.97K -477 -1%
KIA
171
Knollwood Investment Advisory
Maryland
$499K – – –
SIS
172
Strategic Investment Solutions
Illinois
$497K +$489K +29,143 +6,240%
FHA
173
First Horizon Advisors
Tennessee
$495K +$222K +15,209 +82%
MBT
174
Montecito Bank & Trust
California
$492K -$222K -15,206 -31%
EDRH
175
Edmond de Rothschild Holding
Switzerland
$490K -$25.6K -1,750 -5%
5 6
7
8 9