We are live on ! Find out more
ICLN icon

iShares Global Clean Energy ETF
ICLN

43 hedge funds and large institutions have $11.3M invested in iShares Global Clean Energy ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 45 → 43 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

25% less capital invested

Capital invested by funds: $15.1M → $11.3M (-$3.81M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$424K
2
PBT
Pictet Bank & Trust
Bahamas
+$173K
3
SB
Suntrust Banks
Georgia
+$158K
4
Bank of America
Bank of America
North Carolina
+$87K
5
ST
Spinnaker Trust
Maine
+$35.5K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.44M
2
SG Americas Securities
SG Americas Securities
New York
-$878K
3
Morgan Stanley
Morgan Stanley
New York
-$327K
4
Citadel Advisors
Citadel Advisors
Florida
-$266K
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.52M +$424K +46,165 +39%
Morgan Stanley
2
Morgan Stanley
New York
$1.34M -$327K -35,662 -20%
ST
3
Spinnaker Trust
Maine
$922K +$35.5K +3,867 +4%
LPL Financial
4
LPL Financial
California
$872K -$18.8K -2,044 -2%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$794K -$28.5K -3,110 -3%
Bank of America
6
Bank of America
North Carolina
$533K +$87K +9,483 +20%
Wells Fargo
7
Wells Fargo
California
$519K +$33.9K +3,694 +7%
KeyBank National Association
8
KeyBank National Association
Ohio
$494K -$19.7K -2,150 -4%
Citadel Advisors
9
Citadel Advisors
Florida
$388K -$266K -29,030 -41%
B
10
Bellecapital
Switzerland
$377K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$343K +$35.3K +3,845 +11%
CBU
12
CIBC Bank USA
Illinois
$299K – – –
MLIC
13
Mandatum Life Insurance Company
Finland
$295K – – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$287K -$58K -6,318 -17%
V
15
Veritable
Delaware
$281K -$111K -12,044 -28%
CT
16
Cambridge Trust
Massachusetts
$262K +$27.3K +2,969 +12%
UBS Group
17
UBS Group
Switzerland
$260K -$17.9K -1,946 -6%
MCM
18
Millie Capital Management
California
$216K – – –
PBT
19
Pictet Bank & Trust
Bahamas
$174K +$173K +18,900 New
SB
20
Suntrust Banks
Georgia
$157K +$158K +17,265 New
Axa
21
Axa
France
$137K – – –
PFM
22
Parsec Financial Management
North Carolina
$123K – – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$119K – – –
AG
24
Advisor Group
Arizona
$99K +$20.8K +2,270 +27%
AIA
25
Arbor Investment Advisors
North Carolina
$93K – – –
1
2

ICLN Hedge Fund Activity: Q3 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2016, worth a combined $11.3M — down 25% from $15.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ICLN and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 8 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $424K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.44M sold.

  • 43 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2016, down from 45 in Q2 2016.
  • Funds reported $11.3M of iShares Global Clean Energy ETF stock for Q3 2016, down 25% quarter-over-quarter.
  • 3 funds opened new iShares Global Clean Energy ETF positions in Q3 2016 and 4 closed out, a net change of -1 holder.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2016 was Cambridge Investment Research Advisors, an estimated $424K added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2016 was Susquehanna International Group, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2016.