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iShares Global Clean Energy ETF
ICLN

112 hedge funds and large institutions have $96M invested in iShares Global Clean Energy ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

54% more capital invested

Capital invested by funds: $62.5M → $96M (+$33.5M)

17% more funds holding

Funds holding: 96 → 112 (+16)

3.32% more ownership

Funds ownership: 23.63% → 26.95% (+3.3%)

Holders
112
Holders Change
+16
Holders Change %
+16.67%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
39
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PIM
Parker Investment Management
California
+$20.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$2.97M
3
GCA
Greenwood Capital Associates
South Carolina
+$2.72M
4
SB
Simmons Bank
Arkansas
+$1.14M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.01M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
2
FAIM
Financial Advocates Investment Management
Washington
-$568K
3
Jane Street
Jane Street
New York
-$359K
4
Morgan Stanley
Morgan Stanley
New York
-$225K
5
PCM
Penserra Capital Management
California
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1
Parker Investment Management
California
$20.8M +$20.8M +1,905,925 New
BCI
2
Brinker Capital Investments
Pennsylvania
$10.7M – – –
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.77M – – –
FAIM
4
Financial Advocates Investment Management
Washington
$3.58M -$568K -52,187 -14%
GCA
5
Greenwood Capital Associates
South Carolina
$3.57M +$2.72M +249,730 +320%
TAM
6
Tocqueville Asset Management
New York
$3.46M -$164K -15,050 -5%
UBS Group
7
UBS Group
Switzerland
$3.26M +$695K +63,855 +27%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.02M – – –
CCMG
9
Clark Capital Management Group
Pennsylvania
$2.98M +$2.97M +273,028 New
Bank of America
10
Bank of America
North Carolina
$2.73M +$602K +55,289 +28%
Morgan Stanley
11
Morgan Stanley
New York
$2.68M -$225K -20,672 -8%
Ameriprise
12
Ameriprise
Minnesota
$2.53M +$297K +27,252 +13%
LPL Financial
13
LPL Financial
California
$2.21M +$373K +34,286 +20%
ST
14
Spinnaker Trust
Maine
$1.89M +$29.3K +2,691 +2%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.87M +$33 +3 +0%
G
16
GenTrust
Florida
$1.68M +$81.7K +7,500 +5%
KeyBank National Association
17
KeyBank National Association
Ohio
$1.64M +$40.2K +3,693 +3%
Wells Fargo
18
Wells Fargo
California
$1.51M +$472K +43,379 +46%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.15M +$1.01M +92,699 +720%
SB
20
Simmons Bank
Arkansas
$1.14M +$1.14M +104,447 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.05M +$56.3K +5,171 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.03M +$41.8K +3,838 +4%
PCIG
23
Partners Capital Investment Group
Massachusetts
$891K – – –
V
24
Veritable
Delaware
$882K – – –
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$850K +$849K +78,000 New
1
2 3 4 5

ICLN Hedge Fund Activity: Q3 2019 in Review

112 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2019, worth a combined $96M — up 54% from $62.5M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ICLN positions and 6 closed out — a net gain of 17 holders — while 39 added to existing stakes and 11 trimmed.

The largest buyer was Parker Investment Management, opening a new position worth an estimated $20.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.56M sold.

  • 112 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2019, up from 96 in Q2 2019.
  • Funds reported $96M of iShares Global Clean Energy ETF stock for Q3 2019, up 54% quarter-over-quarter.
  • 23 funds opened new iShares Global Clean Energy ETF positions in Q3 2019 and 6 closed out, a net change of +17 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2019 was Parker Investment Management, an estimated $20.8M added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2019 was Citadel Advisors, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2019.