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iShares Global Energy ETF

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
301
Alternative Investment Advisors
Florida
$245K +$245K +6,256 New
PWA
302
Provenance Wealth Advisors
Florida
$241K
AA
303
Advisory Alpha
Michigan
$234K +$234K +5,985 New
YIH
304
Y-Intercept (HK)
Hong Kong
$234K +$37.7K +963 +19%
CFO
305
Collective Family Office
Pennsylvania
$231K -$301K -7,690 -57%
TPWA
306
TRUE Private Wealth Advisors
Oregon
$229K +$229K +5,853 New
CAM
307
Concorde Asset Management
Michigan
$228K +$228K +5,621 New
MA
308
MBA Advisors
Pennsylvania
$225K
SB
309
Simmons Bank
Arkansas
$224K
SCM
310
Sheridan Capital Management
California
$221K +$221K +5,662 New
FPCP
311
Fort Point Capital Partners
California
$219K -$2K -51 -0.9%
DAS
312
Dynamic Advisor Solutions
Arizona
$213K -$79 -2 -0%
IF
313
Integrity Financial
Wyoming
$212K -$14.8K -378 -7%
TFS
314
Thoroughbred Financial Services
Tennessee
$212K
JWCA
315
J.W. Cole Advisors
Florida
$210K -$85.6K -2,189 -29%
DT
316
Diversified Trust
Tennessee
$207K +$207K +5,281 New
BBWP
317
Beacon Bridge Wealth Partners
Pennsylvania
$203K +$203K +5,184 New
TCA
318
Transcend Capital Advisors
New Jersey
$200K +$200K +5,120 New
CAL
319
Capital Analysts LLC
Pennsylvania
$200K +$200K +5,120 New
SIC
320
Salem Investment Counselors
North Carolina
$199K
TF
321
Tompkins Financial
New York
$189K +$1.1K +28 +0.6%
Deutsche Bank
322
Deutsche Bank
Germany
$186K +$186K +4,752 New
AA
323
Ancora Advisors
Ohio
$177K +$172K +4,387 +3,427%
PS
324
Principal Securities
Iowa
$172K +$172K +4,387 New
William Blair & Company
325
William Blair & Company
Illinois
$169K