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iShares Global Clean Energy ETF

85 hedge funds and large institutions have $33.2M invested in iShares Global Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 8285 (+3)

0.63% more ownership

Funds ownership: 20.1%20.73% (+0.63%)

6% less capital invested

Capital invested by funds: $35.3M → $33.2M (-$2.02M)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
13
Closed
11
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
$4.38M
FAIM
2
Financial Advocates Investment Management
Washington
$3.28M +$131K +15,475 +4%
TAM
3
Tocqueville Asset Management
New York
$2.93M -$185K -21,790 -6%
Wells Fargo
4
Wells Fargo
California
$2.22M +$1.83M +215,460 +403%
ST
5
Spinnaker Trust
Maine
$1.54M -$84.5K -9,951 -5%
Citadel Advisors
6
Citadel Advisors
Florida
$1.53M +$789K +92,868 +101%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.48M -$1.89M -222,087 -55%
UBS Group
8
UBS Group
Switzerland
$1.34M +$71.1K +8,367 +5%
Bank of America
9
Bank of America
North Carolina
$1.32M +$6.31K +743 +0.5%
Morgan Stanley
10
Morgan Stanley
New York
$1.27M +$37.6K +4,424 +3%
LPL Financial
11
LPL Financial
California
$1.08M +$69.3K +8,158 +7%
KeyBank National Association
12
KeyBank National Association
Ohio
$1.07M -$310K -36,444 -22%
Creative Planning
13
Creative Planning
Kansas
$885K -$14K -1,646 -2%
G
14
GenTrust
Florida
$769K -$80.5K -9,476 -9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$702K -$73K -8,596 -9%
V
16
Veritable
Delaware
$669K +$446K +52,500 +185%
Comerica Bank
17
Comerica Bank
Texas
$620K +$29.2K +3,440 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$585K +$218K +25,629 +57%
Ameriprise
19
Ameriprise
Minnesota
$379K -$45.2K -5,318 -11%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$360K
MLIC
21
Mandatum Life Insurance Company
Finland
$354K
JMPWA
22
JP Morgan Private Wealth Advisors
California
$290K +$26.3K +3,099 +10%
Stifel Financial
23
Stifel Financial
Missouri
$273K -$67.5K -7,948 -20%
VCM
24
Vigilant Capital Management
Maine
$255K +$40.3K +4,740 +18%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$238K +$61.3K +7,210 +33%

ICLN Hedge Fund Activity: Q4 2018 in Review

85 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2018, worth a combined $33.2M — down 5.7% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ICLN positions and 11 closed out — a net gain of 4 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.83M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $1.92M sold.

  • 85 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2018, up from 82 in Q3 2018.
  • Funds reported $33.2M of iShares Global Clean Energy ETF stock for Q4 2018, down 5.7% quarter-over-quarter.
  • 15 funds opened new iShares Global Clean Energy ETF positions in Q4 2018 and 11 closed out, a net change of +4 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2018 was Wells Fargo, an estimated $1.83M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2018.