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iShares Global Clean Energy ETF

44 hedge funds and large institutions have $16.3M invested in iShares Global Clean Energy ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

9% more capital invested

Capital invested by funds: $14.9M → $16.3M (+$1.34M)

5% more funds holding

Funds holding: 4244 (+2)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
1
Financial Consulate
Maryland
$2.97M -$212K -24,355 -7%
JMPWA
2
JP Morgan Private Wealth Advisors
California
$1.82M -$23.1K -2,660 -1%
LPL Financial
3
LPL Financial
California
$1.72M +$532K +61,210 +47%
Morgan Stanley
4
Morgan Stanley
New York
$1.71M -$145K -16,625 -8%
KeyBank National Association
5
KeyBank National Association
Ohio
$889K -$28.1K -3,228 -3%
AAMU
6
Amundi Asset Management US
Massachusetts
$880K +$812K +93,421 New
ST
7
Spinnaker Trust
Maine
$771K +$141K +16,185 +24%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$659K -$6.61K -760 -1%
V
9
Veritable
Delaware
$571K +$532K +61,161 New
Wells Fargo
10
Wells Fargo
California
$497K +$85K +9,778 +23%
Bank of America
11
Bank of America
North Carolina
$463K +$20.3K +2,333 +5%
B
12
Bellecapital
Switzerland
$384K
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$376K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$315K +$24.9K +2,863 +9%
MLIC
15
Mandatum Life Insurance Company
Finland
$309K +$95.7K +11,000 +49%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$245K +$14.9K +1,713 +7%
UBS Group
17
UBS Group
Switzerland
$229K +$19.2K +2,210 +10%
MCM
18
Millie Capital Management
California
$220K +$57.3K +6,589 +39%
CT
19
Cambridge Trust
Massachusetts
$192K +$179K +20,559 New
Citadel Advisors
20
Citadel Advisors
Florida
$172K +$158K +18,215 New
Axa
21
Axa
France
$148K +$27.8K +3,200 +25%
PFM
22
Parsec Financial Management
North Carolina
$125K
GC
23
Garde Capital
Washington
$117K
AIA
24
Arbor Investment Advisors
North Carolina
$105K
AIG
25
American International Group
New York
$63K -$27.3K -3,145 -32%

ICLN Hedge Fund Activity: Q1 2016 in Review

44 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2016, worth a combined $16.3M — up 9% from $14.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ICLN positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $812K. The largest seller was Jane Street, exiting entirely with an estimated $363K sold.

  • 44 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2016, up from 42 in Q4 2015.
  • Funds reported $16.3M of iShares Global Clean Energy ETF stock for Q1 2016, up 9% quarter-over-quarter.
  • 6 funds opened new iShares Global Clean Energy ETF positions in Q1 2016 and 3 closed out, a net change of +3 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2016 was Amundi Asset Management US, an estimated $812K added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2016 was Jane Street, an estimated $363K sold.

Based on aggregated 13F filings for Q1 2016.