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iShares Global Clean Energy ETF

31 hedge funds and large institutions have $15.1M invested in iShares Global Clean Energy ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

31% more capital invested

Capital invested by funds: $11.5M → $15.1M (+$3.54M)

7% more funds holding

Funds holding: 2931 (+2)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
1
JP Morgan Private Wealth Advisors
California
$6.23M +$724K +65,420 +14%
Morgan Stanley
2
Morgan Stanley
New York
$2.71M +$216K +19,543 +9%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.17M +$694K +62,717 +178%
B
4
Bellecapital
Switzerland
$642K
Bank of America
5
Bank of America
North Carolina
$632K +$295K +26,690 +100%
Jane Street
6
Jane Street
New York
$601K +$561K +50,661 New
LPL Financial
7
LPL Financial
California
$520K +$85.6K +7,733 +21%
PFM
8
Parsec Financial Management
North Carolina
$416K -$2.21K -200 -0.6%
U
9
UBS
Switzerland
$414K +$176K +15,884 +83%
Wells Fargo
10
Wells Fargo
California
$366K +$92.8K +8,385 +37%
CW
11
Cabot-Wellington
Massachusetts
$350K
LWI
12
Long Wharf Investors
Massachusetts
$269K +$34K +3,070 +16%
KeyBank National Association
13
KeyBank National Association
Ohio
$253K -$3.87K -350 -2%
PAG
14
Private Advisor Group
New Jersey
$140K
AIA
15
Arbor Investment Advisors
North Carolina
$139K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$56K -$213K -19,256 -80%
AIG
17
American International Group
New York
$37.2K
Axa
18
Axa
France
$30K
Ameriprise
19
Ameriprise
Minnesota
$25K +$4.67K +422 +25%
Citigroup
20
Citigroup
New York
$17K +$2.57K +232 +19%
HF
21
Hoxton Financial
West Virginia
$14K
WEC
22
Winslow Evans & Crocker
Massachusetts
$13.2K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$11K
LNB
24
Ledyard National Bank
$8K
TWA
25
TCI Wealth Advisors
Arizona
$6K

ICLN Hedge Fund Activity: Q2 2014 in Review

31 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2014, worth a combined $15.1M — up 31% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ICLN positions and 0 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $724K. The largest seller was Royal Bank of Canada, cutting an estimated $213K.

  • 31 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2014, up from 29 in Q1 2014.
  • Funds reported $15.1M of iShares Global Clean Energy ETF stock for Q2 2014, up 31% quarter-over-quarter.
  • 2 funds opened new iShares Global Clean Energy ETF positions in Q2 2014 and 0 closed out, a net change of +2 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2014 was JP Morgan Private Wealth Advisors, an estimated $724K added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2014 was Royal Bank of Canada, an estimated $213K sold.

Based on aggregated 13F filings for Q2 2014.