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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
LIA
351
LifePlan Investment Advisors
North Carolina
$206K +$190K +4,789 New
PS
352
Principal Securities
Iowa
$206K +$15.8K +398 +9%
IAS
353
Insigneo Advisory Services
Florida
$205K +$189K +4,783 New
WWP
354
WR Wealth Planners
Missouri
$205K +$189K +4,771 New
CFD
355
Creative Financial Designs
Indiana
$192K +$7.33K +185 +4%
William Blair & Company
356
William Blair & Company
Illinois
$186K
HNB
357
Huntington National Bank
Ohio
$182K
UBS AM
358
UBS AM
Illinois
$182K +$168K +4,233 New
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$181K +$166K +4,191 New
FIM
360
Fernwood Investment Management
Massachusetts
$180K +$166K +4,190 New
PTC
361
Private Trust Company
Ohio
$178K +$6.3K +159 +4%
RCM
362
Raleigh Capital Management
North Carolina
$175K +$47.4K +1,196 +42%
Daiwa Securities Group
363
Daiwa Securities Group
Japan
$172K
Fidelity Investments
364
Fidelity Investments
Massachusetts
$150K +$8.83K +223 +7%
AIM
365
Anchor Investment Management
South Carolina
$149K +$3.96K +100 +3%
RIA
366
Realta Investment Advisors
Delaware
$146K +$135K +3,408 New
APC
367
Aspire Private Capital
North Carolina
$144K +$38K +960 +40%
TRCT
368
Tower Research Capital (TRC)
New York
$142K +$125K +3,154 +2,117%
Deutsche Bank
369
Deutsche Bank
Germany
$139K -$60.4K -1,524 -32%
AWM
370
Aspire Wealth Management
Massachusetts
$138K +$127K +3,211 New
EWA
371
EverSource Wealth Advisors
Alabama
$119K +$23.4K +591 +27%
BCP
372
Blue Chip Partners
Michigan
$108K +$99.2K +2,505 New
MHR
373
Matthew Hamilton Rosenberg
$108K
SFA
374
Semmax Financial Advisors
North Carolina
$101K +$35.3K +891 +63%
FWP
375
FAS Wealth Partners
Kansas
$100K