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iShares Global Clean Energy ETF
ICLN

70 hedge funds and large institutions have $29.1M invested in iShares Global Clean Energy ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

45% more capital invested

Capital invested by funds: $20.1M → $29.1M (+$8.98M)

11% more funds holding

Funds holding: 63 → 70 (+7)

6.42% more ownership

Funds ownership: 17.58% → 24% (+6.4%)

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.89M
2
Wells Fargo
Wells Fargo
California
+$705K
3
Morgan Stanley
Morgan Stanley
New York
+$682K
4
UBS Group
UBS Group
Switzerland
+$415K
5
B
Bellecapital
Switzerland
+$374K

Top Sellers

1
PFM
Parsec Financial Management
North Carolina
-$52.4K
2
MCA
Mercer Capital Advisers
New Jersey
-$36.4K
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$30.4K
4
HCA
Horan Capital Advisors
Ohio
-$27K
5
Citigroup
Citigroup
New York
-$25.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.44M -$30.4K -3,342 -0.9%
TAM
2
Tocqueville Asset Management
New York
$3.38M +$32.5K +3,575 +1%
Citadel Advisors
3
Citadel Advisors
Florida
$3.08M +$2.89M +317,800 +2,505%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.16M – – –
Morgan Stanley
5
Morgan Stanley
New York
$1.71M +$682K +75,059 +70%
ST
6
Spinnaker Trust
Maine
$1.32M +$29.6K +3,253 +2%
FAIM
7
Financial Advocates Investment Management
Washington
$1.3M +$1.27M +140,038 New
Creative Planning
8
Creative Planning
Kansas
$1.14M +$177K +19,496 +19%
Wells Fargo
9
Wells Fargo
California
$1.1M +$705K +77,602 +192%
KeyBank National Association
10
KeyBank National Association
Ohio
$1.1M +$190K +20,941 +22%
UBS Group
11
UBS Group
Switzerland
$934K +$415K +45,699 +84%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$864K +$164K +18,022 +24%
Bank of America
13
Bank of America
North Carolina
$837K +$148K +16,231 +22%
LPL Financial
14
LPL Financial
California
$745K +$103K +11,339 +17%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$499K +$366K +40,243 +302%
MLIC
16
Mandatum Life Insurance Company
Finland
$399K – – –
Ameriprise
17
Ameriprise
Minnesota
$396K +$33.8K +3,717 +10%
B
18
Bellecapital
Switzerland
$383K +$374K +41,130 New
Neuberger Berman Group
19
Neuberger Berman Group
New York
$369K – – –
G
20
GenTrust
Florida
$360K +$169K +18,617 +93%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$344K +$291K +32,000 +667%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$308K -$9.82K -1,081 -3%
CBU
23
CIBC Bank USA
Illinois
$304K – – –
V
24
Veritable
Delaware
$265K – – –
AFP
25
Ausdal Financial Partners
Iowa
$211K – – –
1
2 3 4

ICLN Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2017, worth a combined $29.1M — up 45% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ICLN positions and 7 closed out — a net gain of 7 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.89M. The largest seller was Parsec Financial Management, cutting an estimated $52.4K.

  • 70 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $29.1M of iShares Global Clean Energy ETF stock for Q4 2017, up 45% quarter-over-quarter.
  • 14 funds opened new iShares Global Clean Energy ETF positions in Q4 2017 and 7 closed out, a net change of +7 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2017 was Citadel Advisors, an estimated $2.89M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2017 was Parsec Financial Management, an estimated $52.4K sold.

Based on aggregated 13F filings for Q4 2017.