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iShares Global Clean Energy ETF

96 hedge funds and large institutions have $62.5M invested in iShares Global Clean Energy ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

30% more capital invested

Capital invested by funds: $47.9M → $62.5M (+$14.6M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 9396 (+3)

1.55% more ownership

Funds ownership: 22.08%23.63% (+1.6%)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$10.5M +$10M +985,000 New
Bank of New York Mellon
2
Bank of New York Mellon
New York
$5.64M
FAIM
3
Financial Advocates Investment Management
Washington
$4.05M +$72.2K +7,104 +2%
TAM
4
Tocqueville Asset Management
New York
$3.54M -$18.6K -1,835 -0.5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$3.02M
Morgan Stanley
6
Morgan Stanley
New York
$2.83M +$823K +81,015 +44%
UBS Group
7
UBS Group
Switzerland
$2.5M +$659K +64,821 +38%
Ameriprise
8
Ameriprise
Minnesota
$2.18M -$59.6K -5,864 -3%
Bank of America
9
Bank of America
North Carolina
$2.08M +$153K +15,049 +8%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.82M -$5.14K -506 -0.3%
ST
11
Spinnaker Trust
Maine
$1.81M -$71.1K -6,999 -4%
LPL Financial
12
LPL Financial
California
$1.79M +$225K +22,187 +15%
Citadel Advisors
13
Citadel Advisors
Florida
$1.56M +$866K +85,212 +139%
G
14
GenTrust
Florida
$1.56M +$32.8K +3,228 +2%
KeyBank National Association
15
KeyBank National Association
Ohio
$1.56M +$165K +16,270 +12%
Wells Fargo
16
Wells Fargo
California
$1.01M -$1.97M -193,901 -67%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$974K +$56.9K +5,598 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$961K +$39.2K +3,854 +4%
PCIG
19
Partners Capital Investment Group
Massachusetts
$869K
V
20
Veritable
Delaware
$861K
GCA
21
Greenwood Capital Associates
South Carolina
$830K +$793K +78,005 New
Comerica Bank
22
Comerica Bank
Texas
$778K +$133K +13,066 +22%
Creative Planning
23
Creative Planning
Kansas
$662K -$354K -34,865 -36%
PCM
24
Penserra Capital Management
California
$531K +$508K +49,948 New
Neuberger Berman Group
25
Neuberger Berman Group
New York
$464K

ICLN Hedge Fund Activity: Q2 2019 in Review

96 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2019, worth a combined $62.5M — up 30% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ICLN positions and 11 closed out — a net gain of 3 holders — while 34 added to existing stakes and 14 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $10M. The largest seller was Wells Fargo, cutting an estimated $1.97M.

  • 96 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2019, up from 93 in Q1 2019.
  • Funds reported $62.5M of iShares Global Clean Energy ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 14 funds opened new iShares Global Clean Energy ETF positions in Q2 2019 and 11 closed out, a net change of +3 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $10M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2019 was Wells Fargo, an estimated $1.97M sold.

Based on aggregated 13F filings for Q2 2019.