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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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.57M 304,957 +20,112 +7%
AIP
2
ARS Investment Partners
New York
$3.64M 146,869 -1,306 -0.9%
PS
3
Planned Solutions
California
$2.78M 112,175 +3,899 +4%
Fisher Asset Management
4
Fisher Asset Management
Washington
$1.88M 75,781 -18,773 -20%
Jane Street
5
Jane Street
New York
$1.81M 72,875 -16,751 -19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.43M 57,831 +7,302 +14%
Morgan Stanley
7
Morgan Stanley
New York
$1.31M 52,929 -30,508 -37%
Wealthfront Advisers
8
Wealthfront Advisers
California
$901K 36,322 +1,013 +3%
RJA
9
Raymond James & Associates
Florida
$780K 31,448 -1,281 -4%
CP
10
Creekside Partners
California
$620K 25,000 – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$607K 24,486 -32,773 -57%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$526K 21,216 +1,261 +6%
SWM
13
Sculati Wealth Management
Michigan
$438K 17,641 – –
GAA
14
Guardian Asset Advisors
Pennsylvania
$409K 16,508 -262 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$406K 16,377 -80 -0.5%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$383K 15,706 +15,706 New
IC
17
Inscription Capital
Texas
$381K 15,361 – –
GCA
18
Gradient Capital Advisors
California
$354K 14,272 -368 -3%
DADC
19
D.A. Davidson & Co
Montana
$353K 14,248 -1,199 -8%
AAS
20
Avantax Advisory Services
Texas
$285K 11,493 +11,493 New
Ameriprise
21
Ameriprise
Minnesota
$243K 9,774 +9,774 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$208K 8,375 -350 -4%
Bank of America
23
Bank of America
North Carolina
$194K 7,810 +640 +9%
Osaic Holdings
24
Osaic Holdings
Arizona
$190K 7,668 -2,450 -24%
GRP
25
Global Retirement Partners
California
$125K 5,031 +502 +11%
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