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iShares Global Energy ETF

467 hedge funds and large institutions have $2.43B invested in iShares Global Energy ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 237 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 84

138% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 34

99% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $747K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$237M)

8% more funds holding

Funds holding: 431467 (+36)

1.86% less ownership

Funds ownership: 74.09%72.23% (-1.9%)

Holders
467
Holders Change
+36
Holders Change %
+8.35%
% of All Funds
6.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
81
Increased
237
Reduced
84
Closed
34
Calls
$1.48M
Puts
$747K
Net Calls
+$737K
Net Calls Change
-$872K
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
326
J.W. Cole Advisors
Florida
$258K +$25.4K +642 +12%
FHC
327
First Heartland Consultants
Missouri
$256K +$236K +5,964 New
DT
328
Diversified Trust
Tennessee
$255K +$26.4K +666 +13%
EWA
329
Emergent Wealth Advisors
New York
$255K +$229K +5,774 New
HSBC Holdings
330
HSBC Holdings
United Kingdom
$253K -$78.8M -1,989,876 -100%
AWM
331
Apollon Wealth Management
South Carolina
$251K +$231K +5,839 New
NL
332
NWAM LLC
Washington
$249K +$228K +5,747 New
AAS
333
Ameritas Advisory Services
Nebraska
$247K +$228K +5,753 New
MOS
334
MGO One Seven
Ohio
$246K +$226K +5,718 New
SB
335
Simmons Bank
Arkansas
$246K
MA
336
MBA Advisors
Pennsylvania
$245K -$2.02K -51 -0.9%
BWA
337
BCU Wealth Advisors
Illinois
$235K +$217K +5,472 New
Manulife (Manufacturers Life Insurance)
338
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K -$50.6M -1,276,349 -100%
FPCP
339
Fort Point Capital Partners
California
$232K -$7.92K -200 -4%
TFS
340
Thoroughbred Financial Services
Tennessee
$225K -$7.72K -195 -4%
CFO
341
Collective Family Office
Pennsylvania
$221K -$29.7K -750 -13%
TA
342
Townsend & Associates
Colorado
$220K +$198K +4,992 New
SIC
343
Salem Investment Counselors
North Carolina
$219K
CAL
344
Capital Analysts LLC
Pennsylvania
$217K -$2.34K -59 -1%
BFA
345
Bright Financial Advisors
Michigan
$214K +$198K +5,003 New
CCFM
346
Clear Creek Financial Management
Washington
$214K +$197K +4,982 New
BRWA
347
B. Riley Wealth Advisors
Florida
$211K -$1.29M -32,561 -86%
DAS
348
Dynamic Advisor Solutions
Arizona
$209K -$20.4K -514 -10%
WS
349
Wedbush Securities
California
$208K +$192K +4,836 New
TF
350
Tompkins Financial
New York
$206K -$1.11K -28 -0.6%