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iShares Global Clean Energy ETF
ICLN

57 hedge funds and large institutions have $16.3M invested in iShares Global Clean Energy ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

40% more capital invested

Capital invested by funds: $11.6M → $16.3M (+$4.66M)

16% more funds holding

Funds holding: 49 → 57 (+8)

3.16% more ownership

Funds ownership: 14.9% → 18.06% (+3.2%)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$3.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$401K
3
ST
Spinnaker Trust
Maine
+$307K
4
Creative Planning
Creative Planning
Kansas
+$246K
5
CG
Colony Group
Massachusetts
+$185K

Top Sellers

1
MCM
Millie Capital Management
California
-$168K
2
SG Americas Securities
SG Americas Securities
New York
-$133K
3
UBS Group
UBS Group
Switzerland
-$120K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$45.5K
5
Axa
Axa
France
-$35.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.2M +$3.2M +373,288 New
TAM
2
Tocqueville Asset Management
New York
$3.16M +$6.65K +775 +0.2%
ST
3
Spinnaker Trust
Maine
$1.14M +$307K +35,821 +37%
Morgan Stanley
4
Morgan Stanley
New York
$777K +$88.7K +10,333 +13%
KeyBank National Association
5
KeyBank National Association
Ohio
$692K +$18K +2,100 +3%
Jane Street
6
Jane Street
New York
$597K +$9.82K +1,145 +2%
Bank of America
7
Bank of America
North Carolina
$589K +$71.6K +8,346 +14%
LPL Financial
8
LPL Financial
California
$520K +$9.43K +1,099 +2%
Creative Planning
9
Creative Planning
Kansas
$510K +$246K +28,665 +93%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$400K +$401K +46,700 New
UBS Group
11
UBS Group
Switzerland
$394K -$120K -13,944 -23%
MLIC
12
Mandatum Life Insurance Company
Finland
$367K +$53.1K +6,190 +17%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$356K – – –
B
14
Bellecapital
Switzerland
$352K – – –
Wells Fargo
15
Wells Fargo
California
$312K +$17.6K +2,047 +6%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$285K -$7.28K -848 -2%
CBU
17
CIBC Bank USA
Illinois
$279K – – –
V
18
Veritable
Delaware
$244K – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$213K +$69.2K +8,061 +48%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$196K – – –
AFP
21
Ausdal Financial Partners
Iowa
$187K +$12K +1,400 +7%
CG
22
Colony Group
Massachusetts
$185K +$185K +21,588 New
PFM
23
Parsec Financial Management
North Carolina
$165K +$50.5K +5,885 +44%
Axa
24
Axa
France
$124K -$35.5K -4,140 -22%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$113K +$3.16K +368 +3%
1
2 3

ICLN Hedge Fund Activity: Q2 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2017, worth a combined $16.3M — up 40% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ICLN positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, opening a new position worth an estimated $3.2M. The largest seller was Millie Capital Management, exiting entirely with an estimated $168K sold.

  • 57 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2017, up from 49 in Q1 2017.
  • Funds reported $16.3M of iShares Global Clean Energy ETF stock for Q2 2017, up 40% quarter-over-quarter.
  • 11 funds opened new iShares Global Clean Energy ETF positions in Q2 2017 and 3 closed out, a net change of +8 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2017 was Federation des caisses Desjardins du Quebec, an estimated $3.2M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2017 was Millie Capital Management, an estimated $168K sold.

Based on aggregated 13F filings for Q2 2017.