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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
AF
376
Allworth Financial
California
$91.5K -$77.4K -1,954 -48%
OLVIG
377
Oliver Lagore Vanvalin Investment Group
Michigan
$88.7K +$911 +23 +1%
LFA
378
LGT Financial Advisors
Texas
$86.7K +$29.3K +740 +58%
IF
379
Integrity Financial
Wyoming
$84.3K -$137K -3,468 -64%
NFSG
380
Newbridge Financial Services Group
Florida
$83.5K +$317 +8 +0.4%
AWM
381
Avior Wealth Management
Nebraska
$77.2K +$71.2K +1,797 New
SIS
382
Sound Income Strategies
Florida
$76.7K +$15.8K +400 +29%
GM
383
GeoWealth Management
Illinois
$74.5K +$68.7K +1,734 New
MG
384
Mather Group
Illinois
$71.6K +$72.5K +1,830 New
EDRH
385
Edmond de Rothschild Holding
Switzerland
$66.1K +$15.4K +390 +34%
CWP
386
Concord Wealth Partners
Virginia
$61.7K +$555 +14 +1%
FCA
387
FinTrust Capital Advisors
South Carolina
$60.5K +$3.33K +84 +6%
PIA
388
Powell Investment Advisors
Florida
$57.8K
NRC
389
New Republic Capital
North Carolina
$57.6K +$12.5K +316 +31%
PNC Financial Services Group
390
PNC Financial Services Group
Pennsylvania
$55.3K
GEA
391
Glen Eagle Advisors
New Jersey
$54.5K
PB
392
Pinnacle Bancorp
Nebraska
$49.7K +$79 +2 +0.2%
SFFS
393
Stonehage Fleming Financial Services
Jersey
$43.6K
Bank Julius Baer & Co
394
Bank Julius Baer & Co
Switzerland
$42.9K
GFPC
395
Global Financial Private Client
Florida
$38.1K +$2.5K +63 +8%
GJWM
396
Gilliland Jeter Wealth Management
Arkansas
$36.9K +$34K +859 New
EAM
397
Erste Asset Management
Austria
$34.4K
CA
398
Continuum Advisory
Idaho
$33.8K +$30.6K +772 New
RG
399
Retirement Group
California
$33.3K
IGWM
400
ICA Group Wealth Management
Colorado
$28K +$317 +8 +1%