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iShares MSCI Global Energy Producers ETF
FILL

Overview Fund Activity

42 hedge funds and large institutions have $43.6M invested in iShares MSCI Global Energy Producers ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
16
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$10.1M
2
MOS
2
MGO One Seven
Ohio
$1.26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.17M
5
AIP
5
ARS Investment Partners
New York
$3.85M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$2.46M
2
DADC
2
D.A. Davidson & Co
Montana
$401K
3
Jane Street
3
Jane Street
New York
$2.33M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$186K +$46.4K +1,786 +33%
GRP
27
Global Retirement Partners
California
$118K +$12.8K +494 +12%
RIA
28
Realta Investment Advisors
Delaware
$78.7K +$130 +5 +0.2%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$51.6K +$51.6K +2,000 New
T
30
Tidemark
California
$50.9K +$50.9K +1,960 New
Comerica Bank
31
Comerica Bank
Texas
$25.8K +$24.4K +941 +1,810%
CJ
32
Caitlin John
Michigan
$18K +$3.79K +146 +27%
SPIA
33
Steward Partners Investment Advisory
New York
$15.6K – – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K – – –
SNB
35
Security National Bank
Nebraska
$11.7K – – –
AIC
36
Archer Investment Corporation
Indiana
$11.6K – – –
PS
37
Principal Securities
Iowa
$3.46K – – –
CIAS
38
CBIZ Investment Advisory Services
Ohio
$3.45K +$52 +2 +2%
HWP
39
Highline Wealth Partners
California
$2.1K – – –
IA
40
IFP Advisors
Florida
$1.53K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.3K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$104 +$104 +4 New
Wells Fargo
43
Wells Fargo
California
$9 -$11 – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
– -$1.12M -42,354 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$833K -31,408 Closed
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
– -$328K -12,363 Closed
UBS Group
47
UBS Group
Switzerland
– -$4.24K -160 Closed
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