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iShares MSCI Global Energy Producers ETF
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Overview Fund Activity

41 hedge funds and large institutions have $28.1M invested in iShares MSCI Global Energy Producers ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
10
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.57M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$383K
3
AAS
3
Avantax Advisory Services
Texas
$285K
4
Ameriprise
4
Ameriprise
Minnesota
$243K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.43M

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
HOWA
2
Heritage Oak Wealth Advisors
Florida
$0
3
MOS
3
MGO One Seven
Ohio
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$607K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
26
Tidemark
California
$93.9K +$45.3K +1,825 +93%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$57.8K +$57.8K +2,335 New
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$49.6K – – –
CJ
29
Caitlin John
Michigan
$20.5K +$3.2K +128 +19%
SPIA
30
Steward Partners Investment Advisory
New York
$14.9K – – –
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K – – –
SNB
32
Security National Bank
Nebraska
$11.2K – – –
AIC
33
Archer Investment Corporation
Indiana
$11.1K – – –
UBS Group
34
UBS Group
Switzerland
$10.8K +$10.8K +436 New
SSB
35
Sandy Spring Bank
Maryland
$5.71K +$5.71K +230 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$5.46K +$4.22K +170 +340%
PS
37
Principal Securities
Iowa
$3.3K – – –
BCMLT
38
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K +$2.7K +109 New
CIAS
39
CBIZ Investment Advisory Services
Ohio
$1.76K -$1.58K -63 -47%
IA
40
IFP Advisors
Florida
$1.46K – – –
HWP
41
Highline Wealth Partners
California
$372 -$1.64K -66 -81%
Wells Fargo
42
Wells Fargo
California
$5 -$9 – –
BHWA
43
Beacon Harbor Wealth Advisors
Virginia
– -$10.1M -388,046 Closed
HOWA
44
Heritage Oak Wealth Advisors
Florida
– -$1.34M -51,586 Closed
MOS
45
MGO One Seven
Ohio
– -$1.26M -48,353 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
– -$300K -11,536 Closed
I
47
INVST
Indiana
– -$261K -9,981 Closed
RIA
48
Realta Investment Advisors
Delaware
– -$78.7K -3,030 Closed
Comerica Bank
49
Comerica Bank
Texas
– -$25.8K -993 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– -$104 -4 Closed
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