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iShares Global Clean Energy ETF

483 hedge funds and large institutions have $661M invested in iShares Global Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

7% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 45

2% more capital invested

Capital invested by funds: $647M → $661M (+$13.8M)

0.11% less ownership

Funds ownership: 30.43%30.32% (-0.11%)

1% less funds holding

Funds holding: 486483 (-3)

10% less call options, than puts

Call options by funds: $65.3M | Put options by funds: $72.8M

35% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 162

Holders
483
Holders Change
-3
Holders Change %
-0.62%
% of All Funds
6.94%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
48
Increased
105
Reduced
162
Closed
45
Calls
$65.3M
Puts
$72.8M
Net Calls
-$7.53M
Net Calls Change
-$9.84M
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
201
Parcion Private Wealth
Washington
$245K +$235K +16,661 New
KWM
202
KFG Wealth Management
Indiana
$245K +$10.9K +775 +5%
NCM
203
Nelson Capital Management
California
$242K
RPCONE
204
Retirement Planning Company of New England
Rhode Island
$242K -$28K -1,988 -11%
Bessemer Group
205
Bessemer Group
New Jersey
$241K
AI
206
Axos Invest
Nevada
$238K +$228K +16,212 New
WIM
207
Westside Investment Management
California
$236K -$7.04K -500 -3%
BDFN
208
Bond & Devick Financial Network
Minnesota
$236K -$10.6K -752 -4%
SFG
209
Sage Financial Group
Pennsylvania
$235K -$20.3K -1,440 -8%
DAS
210
Dynamic Advisor Solutions
Arizona
$234K -$55.7K -3,953 -20%
HCM
211
Howland Capital Management
Massachusetts
$232K
EWM
212
Empirical Wealth Management
Washington
$231K +$222K +15,755 New
CFP
213
Cascade Financial Partners
California
$231K +$42.3K +3,000 +21%
MGWM
214
Marks Group Wealth Management
Minnesota
$231K
NW
215
NewEdge Wealth
Pennsylvania
$231K +$44.6K +3,165 +25%
RRCM
216
Rappaport Reiches Capital Management
Illinois
$230K
SPIA
217
Steward Partners Investment Advisory
New York
$226K -$34.5K -2,447 -14%
AFG
218
Atomi Financial Group
New York
$221K -$14 -1 -0%
FM
219
Foster & Motley
Ohio
$220K
Comerica Bank
220
Comerica Bank
Texas
$219K -$972 -69 -0.5%
VA
221
Valmark Advisers
Ohio
$219K -$14 -1 -0%
COCM
222
Charter Oak Capital Management
New Hampshire
$219K +$17.9K +1,272 +9%
LL
223
LPWM LLC
Minnesota
$217K
CWM
224
Congress Wealth Management
Massachusetts
$217K +$208K +14,751 New
PFBT
225
Parkside Financial Bank & Trust
Missouri
$216K