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iShares Global Clean Energy ETF
ICLN

Overview Fund Activity

533 hedge funds and large institutions have $1.01B invested in iShares Global Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 135 increasing their positions, 211 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
76
Increased
135
Reduced
211
Closed
70
Calls
$161M
Puts
$64.3M
Net Calls
+$97M
Net Calls Change
+$67.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$183M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$53.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$27.9M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.6M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$36.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$62.5M
2
VI
Vestcor Inc
New Brunswick, Canada
$0
3
Jane Street
Jane Street
New York
$6.51M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.01M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
201
Landaas & Company
Wisconsin
$325K -$118K -7,590 -27%
MAWA
202
Moss Adams Wealth Advisors
Washington
$323K +$34.3K +2,201 +12%
PWM
203
Perigon Wealth Management
California
$322K +$125K +8,056 +64%
CP
204
Cumberland Partners
Ontario, Canada
$319K – – –
EDRH
205
Edmond de Rothschild Holding
Switzerland
$315K -$206K -13,240 -40%
KIA
206
KLR Investment Advisors
Rhode Island
$310K +$106K +6,825 +52%
CFG
207
Carr Financial Group
Massachusetts
$309K – – –
VWA
208
VERITY Wealth Advisors
United States
$307K +$20.6K +1,320 +7%
HF
209
HRT Financial
New York
$306K +$306K +19,714 New
RPCONE
210
Retirement Planning Company of New England
Rhode Island
$304K +$48.6K +3,119 +19%
AWM
211
Apollon Wealth Management
South Carolina
$301K -$73.2K -4,704 -20%
EWA
212
EP Wealth Advisors
California
$300K +$103K +6,598 +52%
LWM
213
Liberty Wealth Management
California
$299K +$58.3K +3,937 +24%
H
214
HoyleCohen
California
$299K +$6.23K +400 +2%
FM
215
Foster & Motley
Ohio
$295K +$37.3K +2,392 +14%
SC
216
Savant Capital
Illinois
$294K +$1.56K +100 +0.5%
Envestnet Portfolio Solutions
217
Envestnet Portfolio Solutions
Illinois
$294K -$70.9K -4,551 -19%
CFG
218
Citizens Financial Group
Rhode Island
$291K +$2.24K +144 +0.8%
FWCM
219
Ferguson Wellman Capital Management
Oregon
$290K -$21.2K -1,360 -7%
BSW
220
Buckingham Strategic Wealth
Missouri
$290K +$39K +2,506 +16%
BDFN
221
Bond & Devick Financial Network
Minnesota
$287K -$58.3K -3,743 -17%
ST
222
Smithfield Trust
Pennsylvania
$285K -$254K -16,332 -47%
BFG
223
Berger Financial Group
Minnesota
$284K -$53.9K -3,461 -16%
DT
224
Diversified Trust
Tennessee
$283K +$93 +6 +0%
SIAP
225
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$282K +$63.8K +4,100 +29%
7 8
9
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