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iShares Global Clean Energy ETF

29 hedge funds and large institutions have $6.78M invested in iShares Global Clean Energy ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

20% more capital invested

Capital invested by funds: $5.66M → $6.78M (+$1.12M)

16% more funds holding

Funds holding: 2529 (+4)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.7M +$483K +45,811 +39%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.17M +$91.6K +8,690 +8%
Jane Street
3
Jane Street
New York
$862K +$349K +33,121 +67%
B
4
Bellecapital
Switzerland
$565K +$570K +54,130 New
KeyBank National Association
5
KeyBank National Association
Ohio
$396K -$207K -19,682 -34%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$310K +$250K +23,729 +400%
CW
7
Cabot-Wellington
Massachusetts
$308K
Bank of America
8
Bank of America
North Carolina
$296K -$51.7K -4,904 -15%
LPL Financial
9
LPL Financial
California
$270K +$2.69K +255 +1%
Wells Fargo
10
Wells Fargo
California
$211K +$21.6K +2,050 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$203K +$205K +19,425 New
PFM
12
Parsec Financial Management
North Carolina
$181K +$5.27K +500 +3%
U
13
UBS
Switzerland
$104K +$5.91K +561 +6%
Invesco
14
Invesco
Georgia
$64K
Axa
15
Axa
France
$27K +$26.8K +2,540 New
AIG
16
American International Group
New York
$24.7K +$7.99K +758 +47%
Ameriprise
17
Ameriprise
Minnesota
$18K
Citigroup
18
Citigroup
New York
$13K
HF
19
Hoxton Financial
West Virginia
$12K -$14.9K -1,412 -54%
WEC
20
Winslow Evans & Crocker
Massachusetts
$12K +$11.8K +1,115 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$9K -$36.9K -3,503 -80%
LNB
22
Ledyard National Bank
$8K
TWA
23
TCI Wealth Advisors
Arizona
$5K
ASN
24
Advisory Services Network
Georgia
$5K +$5.27K +500 New
MFS
25
MSI Financial Services
Massachusetts
$3K -$3.16K -300 -52%

ICLN Hedge Fund Activity: Q4 2013 in Review

29 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2013, worth a combined $6.78M — up 20% from $5.66M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ICLN positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $483K. The largest seller was HSBC Holdings, exiting entirely with an estimated $552K sold.

  • 29 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2013, up from 25 in Q3 2013.
  • Funds reported $6.78M of iShares Global Clean Energy ETF stock for Q4 2013, up 20% quarter-over-quarter.
  • 7 funds opened new iShares Global Clean Energy ETF positions in Q4 2013 and 3 closed out, a net change of +4 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2013 was Morgan Stanley, an estimated $483K added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2013 was HSBC Holdings, an estimated $552K sold.

Based on aggregated 13F filings for Q4 2013.