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iShares Global Clean Energy ETF
ICLN

63 hedge funds and large institutions have $20.1M invested in iShares Global Clean Energy ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

24% more capital invested

Capital invested by funds: $16.3M → $20.1M (+$3.86M)

11% more funds holding

Funds holding: 57 → 63 (+6)

0.48% less ownership

Funds ownership: 18.06% → 17.58% (-0.48%)

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.08M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$448K
3
Creative Planning
Creative Planning
Kansas
+$384K
4
Ameriprise
Ameriprise
Minnesota
+$251K
5
G
GenTrust
Florida
+$180K

Top Sellers

1
Jane Street
Jane Street
New York
-$597K
2
B
Bellecapital
Switzerland
-$352K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$300K
4
TAM
Tocqueville Asset Management
New York
-$84.6K
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$18K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.34M -$7.38K -821 -0.2%
TAM
2
Tocqueville Asset Management
New York
$3.23M -$84.6K -9,410 -3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.08M +$2.08M +231,676 New
ST
4
Spinnaker Trust
Maine
$1.24M +$45.4K +5,048 +4%
Morgan Stanley
5
Morgan Stanley
New York
$969K +$154K +17,152 +19%
Creative Planning
6
Creative Planning
Kansas
$918K +$384K +42,693 +72%
KeyBank National Association
7
KeyBank National Association
Ohio
$869K +$143K +15,880 +20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$671K +$448K +49,793 +200%
Bank of America
9
Bank of America
North Carolina
$661K +$43.9K +4,879 +7%
LPL Financial
10
LPL Financial
California
$616K +$70.3K +7,818 +13%
UBS Group
11
UBS Group
Switzerland
$489K +$76.8K +8,542 +19%
MLIC
12
Mandatum Life Insurance Company
Finland
$385K – – –
Wells Fargo
13
Wells Fargo
California
$362K +$35.3K +3,926 +11%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$356K -$18K -2,000 -5%
Ameriprise
15
Ameriprise
Minnesota
$348K +$251K +27,859 +256%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$306K +$7.15K +795 +2%
CBU
17
CIBC Bank USA
Illinois
$293K – – –
V
18
Veritable
Delaware
$255K – – –
Geode Capital Management
19
Geode Capital Management
Massachusetts
$240K – – –
AFP
20
Ausdal Financial Partners
Iowa
$203K +$7.2K +800 +4%
CG
21
Colony Group
Massachusetts
$185K -$8.99K -1,000 -5%
G
22
GenTrust
Florida
$180K +$180K +20,000 New
PFM
23
Parsec Financial Management
North Carolina
$173K – – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$170K +$51.3K +5,705 +43%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$160K +$63.6K +7,072 +66%
1
2 3

ICLN Hedge Fund Activity: Q3 2017 in Review

63 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2017, worth a combined $20.1M — up 24% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ICLN positions and 3 closed out — a net gain of 6 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $2.08M. The largest seller was Jane Street, exiting entirely with an estimated $597K sold.

  • 63 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2017, up from 57 in Q2 2017.
  • Funds reported $20.1M of iShares Global Clean Energy ETF stock for Q3 2017, up 24% quarter-over-quarter.
  • 9 funds opened new iShares Global Clean Energy ETF positions in Q3 2017 and 3 closed out, a net change of +6 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2017 was Bank of New York Mellon, an estimated $2.08M added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2017 was Jane Street, an estimated $597K sold.

Based on aggregated 13F filings for Q3 2017.