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iShares Global Clean Energy ETF

173 hedge funds and large institutions have $175M invested in iShares Global Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

53% more capital invested

Capital invested by funds: $115M → $175M (+$60.9M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 155173 (+18)

0.98% more ownership

Funds ownership: 23.04%24.03% (+0.98%)

Holders
173
Holders Change
+18
Holders Change %
+11.61%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
38
Increased
65
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.9M +$4.74M +420,744 +49%
AFA
2
Arlington Financial Advisors
California
$15.4M +$704K +62,485 +5%
UBS Group
3
UBS Group
Switzerland
$9.94M +$2.95M +261,612 +49%
ACM
4
Alpha Capital Management
Texas
$9.1M -$76.8K -6,819 -0.9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.88M -$5.63K -500 -0.1%
Bank of America
6
Bank of America
North Carolina
$6.92M +$2.03M +180,465 +48%
G
7
GenTrust
Florida
$5.31M +$2.58M +229,055 +118%
GCA
8
Greenwood Capital Associates
South Carolina
$5.18M +$586K +52,049 +14%
EPA
9
Element Pointe Advisors
Florida
$5.06M +$1.8M +159,460 +65%
Jane Street
10
Jane Street
New York
$4.71M +$2.13M +189,438 +102%
BCI
11
Brinker Capital Investments
Pennsylvania
$3.94M
TAM
12
Tocqueville Asset Management
New York
$3.63M -$24.3K -2,155 -0.7%
Wells Fargo
13
Wells Fargo
California
$3.54M +$303K +26,884 +10%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.48M +$907K +80,514 +41%
LPL Financial
15
LPL Financial
California
$3.45M -$1.1M -97,676 -26%
RJA
16
Raymond James & Associates
Florida
$3.39M +$1.23M +109,539 +68%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.02M
KeyBank National Association
18
KeyBank National Association
Ohio
$2.45M +$214K +18,993 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.23M +$226K +20,095 +13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.22M -$324K -28,762 -14%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.15M -$3.46K -307 -0.2%
PFT
22
Providence First Trust
Arizona
$2.15M +$1.93M +171,442 New
ST
23
Spinnaker Trust
Maine
$2.01M -$483K -42,926 -21%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.91M -$1.28M -113,825 -43%
Stifel Financial
25
Stifel Financial
Missouri
$1.86M -$315K -27,999 -16%

ICLN Hedge Fund Activity: Q2 2020 in Review

173 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q2 2020, worth a combined $175M — up 53% from $115M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ICLN positions and 19 closed out — a net gain of 19 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.74M. The largest seller was Susquehanna International Group, cutting an estimated $1.51M.

  • 173 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q2 2020, up from 155 in Q1 2020.
  • Funds reported $175M of iShares Global Clean Energy ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 38 funds opened new iShares Global Clean Energy ETF positions in Q2 2020 and 19 closed out, a net change of +19 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q2 2020 was Morgan Stanley, an estimated $4.74M added.
  • The largest iShares Global Clean Energy ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2020.