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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
SB
176
Simmons Bank
Arkansas
– -$520K -54,332 Closed
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
– -$284K -29,730 Closed
BRWM
178
B. Riley Wealth Management
Tennessee
– -$229K -23,978 Closed
SI
179
Stephens Inc
Arkansas
– -$186K -19,513 Closed
TA
180
Tiedemann Advisors
New York
– -$166K -17,423 Closed
OMC
181
Old Mission Capital
Illinois
– -$152K -15,889 Closed
ODCM
182
Old Dominion Capital Management
Virginia
– -$152K -15,884 Closed
MCIA
183
Mountain Capital Investment Advisors
Colorado
– -$165K -15,722 Closed
UR
184
USCA RIA
Texas
– -$96K -10,000 Closed
AIC
185
Ameritas Investment Company
Nebraska
– -$55K -5,877 Closed
LSA
186
Lion Street Advisors
Texas
– -$55K -5,737 Closed
AA
187
Advisory Alpha
Michigan
– -$53.8K -5,218 Closed
SF
188
Synovus Financial
Georgia
– -$13K -1,335 Closed
CAN
189
Claraphi Advisory Network
United States
– -$7K -750 Closed
BWM
190
BerganKDV Wealth Management
Minnesota
– -$56 -5 -25%
OPS
191
Orion Portfolio Solutions
Nebraska
– +$11 +1 +3%
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.