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iShares Global Clean Energy ETF
ICLN

121 hedge funds and large institutions have $102M invested in iShares Global Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

8% more funds holding

Funds holding: 112 → 121 (+9)

6% more capital invested

Capital invested by funds: $96M → $102M (+$5.56M)

3.51% less ownership

Funds ownership: 26.95% → 23.43% (-3.5%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
52
Reduced
15
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.71M
2
Wells Fargo
Wells Fargo
California
+$3.28M
3
Nomura Asset Management
Nomura Asset Management
Japan
+$1.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.23M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.1M

Top Sellers

1
PIM
Parker Investment Management
California
-$13.9M
2
GCA
Greenwood Capital Associates
South Carolina
-$3.57M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$2.98M
4
FAIM
Financial Advocates Investment Management
Washington
-$1.18M
5
AP
Advisors Preferred
Maryland
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$11.6M – – –
PIM
2
Parker Investment Management
California
$7.58M -$13.9M -1,260,801 -66%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$7.4M +$1.1M +100,000 +19%
Morgan Stanley
4
Morgan Stanley
New York
$6.84M +$3.71M +336,574 +137%
Wells Fargo
5
Wells Fargo
California
$5.13M +$3.28M +297,858 +215%
UBS Group
6
UBS Group
Switzerland
$4.29M +$724K +65,783 +22%
Bank of America
7
Bank of America
North Carolina
$3.72M +$725K +65,904 +26%
TAM
8
Tocqueville Asset Management
New York
$3.71M -$26.9K -2,445 -0.8%
LPL Financial
9
LPL Financial
California
$3.37M +$925K +83,990 +41%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.02M – – –
Ameriprise
11
Ameriprise
Minnesota
$2.94M +$203K +18,413 +8%
FAIM
12
Financial Advocates Investment Management
Washington
$2.6M -$1.18M -107,045 -33%
ST
13
Spinnaker Trust
Maine
$2.19M +$150K +13,599 +8%
KeyBank National Association
14
KeyBank National Association
Ohio
$2.05M +$265K +24,081 +16%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.01M +$817K +74,262 +77%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M -$11.8K -1,070 -0.6%
G
17
GenTrust
Florida
$1.9M +$81.2K +7,379 +5%
Nomura Asset Management
18
Nomura Asset Management
Japan
$1.54M +$1.44M +130,900 New
MML Investors Services
19
MML Investors Services
Massachusetts
$1.37M +$122K +11,124 +11%
Citadel Advisors
20
Citadel Advisors
Florida
$1.31M +$1.23M +111,709 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.28M +$166K +15,076 +16%
SB
22
Simmons Bank
Arkansas
$1.11M -$106K -9,646 -9%
PCIG
23
Partners Capital Investment Group
Massachusetts
$1.03M +$70.2K +6,380 +8%
V
24
Veritable
Delaware
$951K – – –
PRWA
25
Platte River Wealth Advisors
Colorado
$944K +$858K +77,925 New
1
2 3 4 5

ICLN Hedge Fund Activity: Q4 2019 in Review

121 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2019, worth a combined $102M — up 5.8% from $96M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ICLN positions and 17 closed out — a net gain of 12 holders — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.71M. The largest seller was Parker Investment Management, cutting an estimated $13.9M.

  • 121 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2019, up from 112 in Q3 2019.
  • Funds reported $102M of iShares Global Clean Energy ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 29 funds opened new iShares Global Clean Energy ETF positions in Q4 2019 and 17 closed out, a net change of +12 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2019 was Morgan Stanley, an estimated $3.71M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2019 was Parker Investment Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2019.