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iShares Global Clean Energy ETF
ICLN

32 hedge funds and large institutions have $13.2M invested in iShares Global Clean Energy ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

3% more funds holding

Funds holding: 31 → 32 (+1)

13% less capital invested

Capital invested by funds: $15.1M → $13.2M (-$1.9M)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$418K
2
CG
Colony Group
Massachusetts
+$316K
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$225K
4
Morgan Stanley
Morgan Stanley
New York
+$102K
5
LPL Financial
LPL Financial
California
+$64.6K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.17M
2
Jane Street
Jane Street
New York
-$401K
3
PAG
Private Advisor Group
New Jersey
-$73.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
1
JP Morgan Private Wealth Advisors
California
$5.92M +$225K +19,488 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.58M +$102K +8,817 +4%
Bank of America
3
Bank of America
North Carolina
$973K +$418K +36,272 +68%
B
4
Bellecapital
Switzerland
$588K – – –
LPL Financial
5
LPL Financial
California
$524K +$64.6K +5,603 +13%
U
6
UBS
Switzerland
$394K +$15.1K +1,307 +4%
PFM
7
Parsec Financial Management
North Carolina
$386K +$5.3K +460 +1%
Wells Fargo
8
Wells Fargo
California
$360K +$26.9K +2,338 +8%
CW
9
Cabot-Wellington
Massachusetts
$321K – – –
CG
10
Colony Group
Massachusetts
$298K +$316K +27,420 New
KeyBank National Association
11
KeyBank National Association
Ohio
$232K – – –
Jane Street
12
Jane Street
New York
$172K -$401K -34,824 -69%
AIA
13
Arbor Investment Advisors
North Carolina
$128K +$841 +73 +0.6%
PAG
14
Private Advisor Group
New Jersey
$59K -$73.7K -6,400 -54%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$52K – – –
AIG
16
American International Group
New York
$39.9K +$6.14K +533 +17%
Citigroup
17
Citigroup
New York
$34K +$18.9K +1,641 +113%
Axa
18
Axa
France
$28K – – –
Ameriprise
19
Ameriprise
Minnesota
$23K – – –
HF
20
Hoxton Financial
West Virginia
$13K – – –
WEC
21
Winslow Evans & Crocker
Massachusetts
$12.1K +$12 +1 +0.1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$10K – – –
LNB
23
Ledyard National Bank
$8K – – –
TWA
24
TCI Wealth Advisors
Arizona
$5K – – –
WA
25
WFG Advisors
Texas
$5K +$4.84K +420 New
1
2

ICLN Hedge Fund Activity: Q3 2014 in Review

32 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2014, worth a combined $13.2M — down 13% from $15.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ICLN positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $418K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.17M sold.

  • 32 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2014, up from 31 in Q2 2014.
  • Funds reported $13.2M of iShares Global Clean Energy ETF stock for Q3 2014, down 13% quarter-over-quarter.
  • 3 funds opened new iShares Global Clean Energy ETF positions in Q3 2014 and 1 closed out, a net change of +2 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2014 was Bank of America, an estimated $418K added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2014 was Susquehanna International Group, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2014.