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iShares Global Clean Energy ETF

73 hedge funds and large institutions have $32.7M invested in iShares Global Clean Energy ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $29.1M → $32.7M (+$3.56M)

4% more funds holding

Funds holding: 7073 (+3)

3.27% less ownership

Funds ownership: 24%20.72% (-3.3%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.04M +$2.82M +298,000 +129%
TAM
2
Tocqueville Asset Management
New York
$3.59M +$131K +13,860 +4%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.54M +$26.6K +2,812 +0.8%
FAIM
4
Financial Advocates Investment Management
Washington
$2.7M +$1.36M +143,618 +103%
Morgan Stanley
5
Morgan Stanley
New York
$1.87M +$124K +13,089 +7%
Bank of America
6
Bank of America
North Carolina
$1.51M +$649K +68,596 +76%
ST
7
Spinnaker Trust
Maine
$1.38M +$27.3K +2,885 +2%
KeyBank National Association
8
KeyBank National Association
Ohio
$1.17M +$49.1K +5,194 +4%
Creative Planning
9
Creative Planning
Kansas
$1.13M -$33.6K -3,548 -3%
UBS Group
10
UBS Group
Switzerland
$1.04M +$82.7K +8,737 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$978K +$94.5K +9,984 +11%
LPL Financial
12
LPL Financial
California
$844K +$82.1K +8,673 +11%
EWM
13
Elmwood Wealth Management
California
$824K +$818K +86,506 New
Wells Fargo
14
Wells Fargo
California
$525K -$595K -62,839 -53%
Ameriprise
15
Ameriprise
Minnesota
$430K +$25.6K +2,711 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$420K +$206K +21,795 +98%
MLIC
17
Mandatum Life Insurance Company
Finland
$408K
PPA
18
Parametric Portfolio Associates
Washington
$392K +$389K +41,130 New
Neuberger Berman Group
19
Neuberger Berman Group
New York
$377K
G
20
GenTrust
Florida
$368K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$350K
JMPWA
22
JP Morgan Private Wealth Advisors
California
$312K -$1.84K -195 -0.6%
CBU
23
CIBC Bank USA
Illinois
$311K
V
24
Veritable
Delaware
$271K
CL
25
Choreo LLC
Illinois
$257K +$255K +27,006 New

ICLN Hedge Fund Activity: Q1 2018 in Review

73 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2018, worth a combined $32.7M — up 12% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ICLN positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.08M sold.

  • 73 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2018, up from 70 in Q4 2017.
  • Funds reported $32.7M of iShares Global Clean Energy ETF stock for Q1 2018, up 12% quarter-over-quarter.
  • 9 funds opened new iShares Global Clean Energy ETF positions in Q1 2018 and 6 closed out, a net change of +3 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2018 was Bank of New York Mellon, an estimated $2.82M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2018 was Citadel Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2018.