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iShares Global Energy ETF

265 hedge funds and large institutions have $991M invested in iShares Global Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
37
Increased
87
Reduced
92
Closed
30
Calls
$598K
Puts
$657K
Net Calls
-$59K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
226
Logan Capital Management
Pennsylvania
$18K
GRP
227
Global Retirement Partners
California
$17K -$402 -12 -2%
HIA
228
Harbor Investment Advisory
Maryland
$17K
IA
229
IFP Advisors
Florida
$16K
BDWM
230
Brewin Dolphin Wealth Management
Ireland
$16K +$16K +465 New
CA
231
CoreCap Advisors
Michigan
$15K +$15K +440 New
AC
232
AlphaCore Capital
California
$14K
CAAS
233
Capital Asset Advisory Services
Michigan
$13K +$264 +8 +2%
SWA
234
SOA Wealth Advisors
New York
$12K
VCM
235
Vigilant Capital Management
Maine
$12K +$12K +340 New
TC
236
Truvestments Capital
Florida
$11K +$11K +335 New
CM
237
Cornerstone Management
Georgia
$10.2K
SPIA
238
Steward Partners Investment Advisory
New York
$9K -$713K -21,167 -99%
CMP
239
Coston McIsaac & Partners
Maine
$9K +$9K +253 New
AW
240
Avion Wealth
Texas
$8K +$8K +245 New
GFP
241
Gryphon Financial Partners
Ohio
$7K +$7K +200 New
1832 Asset Management
242
1832 Asset Management
Ontario, Canada
$7K +$7K +216 New
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$6.74K +$628 +17,749 +10%
PP
244
Pacifica Partners
Canada
$6K +$113 +3 +2%
HR
245
Howe & Rusling
New York
$6K +$6K +179 New
COCM
246
Charter Oak Capital Management
New Hampshire
$5K
WAS
247
Winch Advisory Services
Wisconsin
$5K +$97 +3 +2%
EWA
248
EverSource Wealth Advisors
Alabama
$4K -$508 -15 -11%
AssetMark Inc
249
AssetMark Inc
California
$4K
CCM
250
Cribstone Capital Management
Maine
$4K