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iShares MSCI Global Energy Producers ETF
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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
HOWA
2
Heritage Oak Wealth Advisors
Florida
$1.34M
3
MOS
3
MGO One Seven
Ohio
$1.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.49M
5
CP
5
Creekside Partners
California
$649K

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 Market Value Shares Shares
Change 		Shares
Change %
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$10.1M 388,046 +388,046 New
LPL Financial
2
LPL Financial
California
$7.4M 284,845 +5,644 +2%
AIP
3
ARS Investment Partners
New York
$3.85M 148,175 +6,502 +5%
PS
4
Planned Solutions
California
$2.81M 108,276 -3,758 -3%
Fisher Asset Management
5
Fisher Asset Management
Washington
$2.46M 94,554 -51,554 -35%
Jane Street
6
Jane Street
New York
$2.33M 89,626 -48,602 -35%
Morgan Stanley
7
Morgan Stanley
New York
$2.17M 83,437 +22,574 +37%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.49M 57,259 +37,410 +188%
HOWA
9
Heritage Oak Wealth Advisors
Florida
$1.34M 51,586 +51,586 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.31M 50,529 -4,271 -8%
MOS
11
MGO One Seven
Ohio
$1.26M 48,353 +48,353 New
Wealthfront Advisers
12
Wealthfront Advisers
California
$917K 35,309 +4,630 +15%
RJA
13
Raymond James & Associates
Florida
$850K 32,729 -92 -0.3%
CP
14
Creekside Partners
California
$649K 25,000 +25,000 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$518K 19,955 +2,174 +12%
SWM
16
Sculati Wealth Management
Michigan
$458K 17,641 -1,644 -9%
GAA
17
Guardian Asset Advisors
Pennsylvania
$436K 16,770 -63 -0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$428K 16,457 +179 +1%
DADC
19
D.A. Davidson & Co
Montana
$401K 15,447 -49,488 -76%
IC
20
Inscription Capital
Texas
$399K 15,361 – –
GCA
21
Gradient Capital Advisors
California
$380K 14,640 +240 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$300K 11,536 +380 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$263K 10,118 -635 -6%
I
24
INVST
Indiana
$261K 9,981 – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$227K 8,725 +20 +0.2%
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