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iShares Global Clean Energy ETF

236 hedge funds and large institutions have $496M invested in iShares Global Clean Energy ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 80 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

788% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 8

473% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $316K

183% more capital invested

Capital invested by funds: $175M → $496M (+$321M)

167% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 30

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

36% more funds holding

Funds holding: 173236 (+63)

8.11% more ownership

Funds ownership: 24.03%32.14% (+8.1%)

Holders
236
Holders Change
+63
Holders Change %
+36.42%
% of All Funds
4.76%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
71
Increased
80
Reduced
30
Closed
8
Calls
$1.81M
Puts
$316K
Net Calls
+$1.5M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WHAM
1
Windmill Hill Asset Management
United Kingdom
$84.1M +$71.1M +4,546,463 New
Morgan Stanley
2
Morgan Stanley
New York
$37.3M +$11.6M +743,740 +58%
AFA
3
Arlington Financial Advisors
California
$21.3M -$1.18M -75,186 -6%
Goldman Sachs
4
Goldman Sachs
New York
$18.9M +$16M +1,019,965 New
UBS Group
5
UBS Group
Switzerland
$18.5M +$3.23M +206,742 +26%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$13M +$10.7M +684,056 +3,307%
Bank of America
7
Bank of America
North Carolina
$12.4M +$1.87M +119,450 +22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.3M +$7.59M +485,251 +273%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.6M -$16 -1 -0%
LPL Financial
10
LPL Financial
California
$10.3M +$4.42M +282,452 +103%
EPA
11
Element Pointe Advisors
Florida
$9.8M +$1.97M +125,705 +31%
ACM
12
Alpha Capital Management
Texas
$9.28M -$3.52M -225,329 -31%
RCS
13
Retirement Capital Strategies
California
$9.03M +$6.03M +385,220 +503%
G
14
GenTrust
Florida
$7.64M -$169K -10,775 -3%
ACJ
15
Autonomy Capital (Jersey)
Jersey
$7.56M +$6.4M +408,900 New
RJA
16
Raymond James & Associates
Florida
$7.54M +$2.14M +136,984 +51%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.41M +$3.49M +223,219 +126%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$6.96M +$5.03M +321,665 +585%
Nomura Asset Management
19
Nomura Asset Management
Japan
$6.86M +$5.8M +370,900 New
Wells Fargo
20
Wells Fargo
California
$6.82M +$1.34M +85,669 +30%
Ameriprise
21
Ameriprise
Minnesota
$6.27M +$3.63M +231,868 +216%
BCI
22
Brinker Capital Investments
Pennsylvania
$5.82M
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$5.15M +$2.71M +173,354 +165%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.05M +$1.9M +121,733 +80%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.83M +$2.02M +129,096 +98%

ICLN Hedge Fund Activity: Q3 2020 in Review

236 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q3 2020, worth a combined $496M — up 183% from $175M a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ICLN positions and 8 closed out — a net gain of 63 holders — while 80 added to existing stakes and 30 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $16M. The largest seller was Jane Street, cutting an estimated $4.03M.

  • 236 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q3 2020, up from 173 in Q2 2020.
  • Funds reported $496M of iShares Global Clean Energy ETF stock for Q3 2020, up 183% quarter-over-quarter.
  • 71 funds opened new iShares Global Clean Energy ETF positions in Q3 2020 and 8 closed out, a net change of +63 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q3 2020 was Goldman Sachs, an estimated $16M added.
  • The largest iShares Global Clean Energy ETF seller in Q3 2020 was Jane Street, an estimated $4.03M sold.

Based on aggregated 13F filings for Q3 2020.