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iShares Global Clean Energy ETF
ICLN

49 hedge funds and large institutions have $11.6M invested in iShares Global Clean Energy ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

24% more capital invested

Capital invested by funds: $9.34M → $11.6M (+$2.27M)

7% more funds holding

Funds holding: 46 → 49 (+3)

1.93% more ownership

Funds ownership: 12.97% → 14.9% (+1.9%)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Tocqueville Asset Management
New York
+$3.12M
2
Jane Street
Jane Street
New York
+$288K
3
UBS Group
UBS Group
Switzerland
+$207K
4
KeyBank National Association
KeyBank National Association
Ohio
+$201K
5
AFP
Ausdal Financial Partners
Iowa
+$173K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$962K
3
Citadel Advisors
Citadel Advisors
Florida
-$413K
4
Wells Fargo
Wells Fargo
California
-$129K
5
VKH
Virtu KCG Holdings
New York
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$3.15M +$3.12M +367,900 New
ST
2
Spinnaker Trust
Maine
$835K +$91.8K +10,844 +13%
Morgan Stanley
3
Morgan Stanley
New York
$689K +$52.1K +6,155 +8%
KeyBank National Association
4
KeyBank National Association
Ohio
$674K +$201K +23,789 +43%
Jane Street
5
Jane Street
New York
$587K +$288K +34,012 +98%
Bank of America
6
Bank of America
North Carolina
$517K +$66.3K +7,833 +15%
UBS Group
7
UBS Group
Switzerland
$513K +$207K +24,448 +69%
LPL Financial
8
LPL Financial
California
$510K +$14.6K +1,726 +3%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$356K +$44K +5,200 +14%
B
10
Bellecapital
Switzerland
$352K – – –
MLIC
11
Mandatum Life Insurance Company
Finland
$314K +$37.6K +4,440 +14%
Wells Fargo
12
Wells Fargo
California
$295K -$129K -15,253 -31%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$292K +$17.9K +2,120 +7%
CBU
14
CIBC Bank USA
Illinois
$279K – – –
Creative Planning
15
Creative Planning
Kansas
$264K +$114K +13,423 +77%
V
16
Veritable
Delaware
$244K -$18.7K -2,210 -7%
AFP
17
Ausdal Financial Partners
Iowa
$175K +$173K +20,450 New
MCM
18
Millie Capital Management
California
$168K +$166K +19,574 New
Axa
19
Axa
France
$160K -$22.3K -2,630 -12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$144K +$22.5K +2,656 +19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$137K -$63.5K -7,500 -32%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$137K – – –
SG Americas Securities
23
SG Americas Securities
New York
$133K +$131K +15,500 New
PFM
24
Parsec Financial Management
North Carolina
$115K – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$110K -$962K -113,616 -90%
1
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ICLN Hedge Fund Activity: Q1 2017 in Review

49 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2017, worth a combined $11.6M — up 24% from $9.34M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ICLN positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.

  • 49 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2017, up from 46 in Q4 2016.
  • Funds reported $11.6M of iShares Global Clean Energy ETF stock for Q1 2017, up 24% quarter-over-quarter.
  • 8 funds opened new iShares Global Clean Energy ETF positions in Q1 2017 and 4 closed out, a net change of +4 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2017 was Tocqueville Asset Management, an estimated $3.12M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2017 was Susquehanna International Group, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2017.