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iShares Global Energy ETF

376 hedge funds and large institutions have $1.18B invested in iShares Global Energy ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,135% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $141K

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

6.61% more ownership

Funds ownership: 55.85%62.45% (+6.6%)

2% more funds holding

Funds holding: 369376 (+7)

3% more capital invested

Capital invested by funds: $1.15B → $1.18B (+$38.4M)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 123

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
376
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
116
Reduced
123
Closed
48
Calls
$1.74M
Puts
$141K
Net Calls
+$1.6M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$19.1K -$5.03K -123 -21%
PA
302
Parallel Advisors
California
$17.6K -$36.6K -895 -66%
SFFS
303
Stonehage Fleming Financial Services
Jersey
$16.7K -$29.4K -718 -62%
HHGA
304
Halbert Hargrove Global Advisors
California
$16.4K +$17.6K +429 New
LFA
305
LGT Financial Advisors
Texas
$16.2K -$6.55K -160 -27%
MDA
306
Minot DeBlois Advisors
Massachusetts
$15.4K +$16.5K +404 New
BOJHT
307
Bank of Jackson Hole Trust
Wyoming
$14.2K +$15.3K +373 New
LI
308
LRI Investments
Florida
$14.2K +$327 +8 +2%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$13.2K +$7.7K +188 +120%
US Bancorp
310
US Bancorp
Minnesota
$12.7K -$10.6K -259 -44%
NWM
311
Nova Wealth Management
Florida
$12.7K +$13.6K +332 New
ZB
312
Zions Bancorporation
Utah
$11.6K -$20.2K -494 -62%
GJIA
313
Glass Jacobson Investment Advisors
Maryland
$11.5K
WWP
314
WR Wealth Planners
Missouri
$10.9K -$55.1K -1,346 -82%
Qube Research & Technologies (QRT)
315
Qube Research & Technologies (QRT)
United Kingdom
$10.8K +$11.5K +282 New
SIS
316
Sound Income Strategies
Florida
$9.93K -$72.9K -1,780 -87%
KWM
317
Kiker Wealth Management
Georgia
$9.53K +$10.2K +250 New
FRA
318
Front Row Advisors
California
$9.47K
GI
319
GAMMA Investing
California
$9.2K
YDMI
320
Y.D. More Investments
Israel
$8.9K -$2.25K -55 -19%
SAM
321
Synergy Asset Management
Washington
$8.42K +$8.51K +208 New
LDB
322
Lee, Danner & Bass
Tennessee
$8.36K +$8.96K +219 New
CSC
323
Caldwell Sutter Capital
California
$8.02K
PWA
324
Physician Wealth Advisors
Utah
$7.87K +$8.43K +206 New
CFD
325
Creative Financial Designs
Indiana
$7.45K