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iShares MSCI Global Energy Producers ETF
FILL

Overview Fund Activity

40 hedge funds and large institutions have $25.4M invested in iShares MSCI Global Energy Producers ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HOWA
1
Heritage Oak Wealth Advisors
Florida
$1.61M
2
FTUS
2
Flow Traders U.S.
New York
$1.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$888K
4
LPL Financial
4
LPL Financial
California
$7.17M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$429K
2
PS
2
Planned Solutions
California
$1.85M
3
Jane Street
3
Jane Street
New York
$1.06M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$1.22M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$46.9K – – –
CJ
27
Caitlin John
Michigan
$18.7K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$13.7K – – –
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K – – –
SNB
30
Security National Bank
Nebraska
$10.3K – – –
AIC
31
Archer Investment Corporation
Indiana
$10.2K – – –
SSB
32
Sandy Spring Bank
Maryland
$5.25K – – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$5.02K – – –
PS
34
Principal Securities
Iowa
$3.04K – – –
BCMLT
35
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.49K – – –
CIAS
36
CBIZ Investment Advisory Services
Ohio
$1.66K +$68 +3 +4%
IA
37
IFP Advisors
Florida
$1.35K – – –
HWP
38
Highline Wealth Partners
California
$343 – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$206 +$206 +9 New
Wells Fargo
40
Wells Fargo
California
$12 +$12 +1 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
– -$383K -15,706 Closed
Ameriprise
42
Ameriprise
Minnesota
– -$243K -9,774 Closed
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
– -$208K -8,375 Closed
UBS Group
44
UBS Group
Switzerland
– -$10.8K -436 Closed
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