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iShares Global Clean Energy ETF

155 hedge funds and large institutions have $115M invested in iShares Global Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

168% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 19

28% more funds holding

Funds holding: 121155 (+34)

13% more capital invested

Capital invested by funds: $102M → $115M (+$13M)

0.39% less ownership

Funds ownership: 23.43%23.04% (-0.39%)

Holders
155
Holders Change
+34
Holders Change %
+28.1%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
51
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1
Arlington Financial Advisors
California
$11.1M +$13.8M +1,167,076 New
Morgan Stanley
2
Morgan Stanley
New York
$8.14M +$3.2M +270,296 +46%
ACM
3
Alpha Capital Management
Texas
$7.01M +$8.69M +733,896 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.02M +$5.93K +501 +0.1%
UBS Group
5
UBS Group
Switzerland
$5.08M +$1.98M +166,969 +46%
LPL Financial
6
LPL Financial
California
$3.56M +$1.02M +86,529 +30%
Bank of America
7
Bank of America
North Carolina
$3.56M +$661K +55,834 +18%
GCA
8
Greenwood Capital Associates
South Carolina
$3.45M +$4.28M +361,510 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$3.02M
BCI
10
Brinker Capital Investments
Pennsylvania
$3.01M -$7.93M -670,000 -68%
TAM
11
Tocqueville Asset Management
New York
$2.79M -$279K -23,534 -7%
Wells Fargo
12
Wells Fargo
California
$2.45M -$2.14M -180,302 -41%
EPA
13
Element Pointe Advisors
Florida
$2.34M +$2.9M +245,000 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.97M +$1.15M +96,964 +89%
ST
15
Spinnaker Trust
Maine
$1.95M +$200K +16,906 +9%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.89M +$957K +80,831 +69%
G
17
GenTrust
Florida
$1.86M +$397K +33,489 +21%
Jane Street
18
Jane Street
New York
$1.78M +$1.26M +106,505 +133%
KeyBank National Association
19
KeyBank National Association
Ohio
$1.69M +$29K +2,451 +1%
Stifel Financial
20
Stifel Financial
Missouri
$1.69M +$1.56M +132,005 +298%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.64M +$15.7K +1,329 +0.8%
RJA
22
Raymond James & Associates
Florida
$1.54M +$1.6M +135,388 +528%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.51M -$158K -13,356 -8%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.48M +$1.57M +132,268 +593%
SPFA
25
Summit Place Financial Advisors
New Jersey
$1.23M +$1.53M +129,100 New

ICLN Hedge Fund Activity: Q1 2020 in Review

155 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2020, worth a combined $115M — up 13% from $102M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ICLN positions and 16 closed out — a net gain of 38 holders — while 51 added to existing stakes and 19 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $13.8M. The largest seller was Brinker Capital Investments, cutting an estimated $7.93M.

  • 155 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2020, up from 121 in Q4 2019.
  • Funds reported $115M of iShares Global Clean Energy ETF stock for Q1 2020, up 13% quarter-over-quarter.
  • 54 funds opened new iShares Global Clean Energy ETF positions in Q1 2020 and 16 closed out, a net change of +38 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q1 2020 was Arlington Financial Advisors, an estimated $13.8M added.
  • The largest iShares Global Clean Energy ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $7.93M sold.

Based on aggregated 13F filings for Q1 2020.