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iShares Global Clean Energy ETF

535 hedge funds and large institutions have $1.01B invested in iShares Global Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 135 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $161M | Put options by funds: $64.3M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2.31% more ownership

Funds ownership: 30.84%33.15% (+2.3%)

8% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 71

4% more capital invested

Capital invested by funds: $968M → $1.01B (+$41.3M)

0% less funds holding

Funds holding: 536535 (-1)

36% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 211

Holders
535
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
77
Increased
135
Reduced
211
Closed
71
Calls
$161M
Puts
$64.3M
Net Calls
+$97M
Net Calls Change
+$67.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$183M +$101M +7,182,711 +157%
Bank of America
2
Bank of America
North Carolina
$62.5M -$82M -5,833,851 -59%
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$53.7M +$28.5M +2,024,142 +138%
CI
4
Clal Insurance
Israel
$51.4M
UBS Group
5
UBS Group
Switzerland
$44.4M +$7.59M +539,693 +23%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$36.6M +$12.2M +864,871 +58%
JP Morgan Chase
7
JP Morgan Chase
New York
$27.9M +$17.2M +1,223,471 +216%
Goldman Sachs
8
Goldman Sachs
New York
$20M +$9.13M +649,413 +102%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$19.8M +$5.12M +364,260 +40%
TWP
10
Total Wealth Planning
Ohio
$19.6M +$1.69M +120,360 +11%
MD
11
Money Design
Japan
$18.7M -$1.26M -89,657 -7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18.1M -$1.91M -135,625 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.4M -$430K -30,556 -3%
LPL Financial
14
LPL Financial
California
$16.2M -$1.47M -104,711 -9%
Wells Fargo
15
Wells Fargo
California
$14.8M -$1.23M -87,609 -8%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$14.6M +$13.1M +929,887 +18,535%
CC
17
Criteria Caixa
Spain
$13.5M
HSBC Holdings
18
HSBC Holdings
United Kingdom
$11.4M -$243K -17,304 -2%
Citigroup
19
Citigroup
New York
$11.3M +$1.53M +108,772 +18%
Fidelity International
20
Fidelity International
Bermuda
$9.56M +$8.61M +611,996 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.91M -$628K -44,651 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$8.05M -$1.63M -115,757 -18%
Ameriprise
23
Ameriprise
Minnesota
$7.06M -$1.48M -104,950 -19%
CS
24
Credit Suisse
Switzerland
$7.02M -$349K -24,789 -5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$6.75M -$735K -52,263 -11%

ICLN Hedge Fund Activity: Q4 2023 in Review

535 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q4 2023, worth a combined $1.01B — up 4.3% from $968M a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ICLN positions and 71 closed out — a net gain of 6 holders — while 135 added to existing stakes and 211 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $82M.

  • 535 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q4 2023, down from 536 in Q3 2023.
  • Funds reported $1.01B of iShares Global Clean Energy ETF stock for Q4 2023, up 4.3% quarter-over-quarter.
  • 77 funds opened new iShares Global Clean Energy ETF positions in Q4 2023 and 71 closed out, a net change of +6 holders.
  • The largest iShares Global Clean Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $101M added.
  • The largest iShares Global Clean Energy ETF seller in Q4 2023 was Bank of America, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2023.