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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
AWA
376
Adapt Wealth Advisors
Georgia
-$5.78M -142,805 Closed
ASN
377
Advisory Services Network
Georgia
-$5.08M -122,425 Closed
IAIM
378
International Assets Investment Management
Florida
-$2.55K -103,205 Closed
DS
379
DRW Securities
Illinois
-$2.52M -62,275 Closed
EFS
380
Econ Financial Services
Pennsylvania
-$1.78M -43,880 Closed
JSSH
381
J. Safra Sarasin Holding
-$1.11M -27,489 Closed
CI
382
Clal Insurance
Israel
-$1.01M -25,000 Closed
ATS
383
Ashton Thomas Securities
New York
-$890K -21,982 Closed
Mariner
384
Mariner
Kansas
-$667K -16,477 Closed
Prudential Financial
385
Prudential Financial
New Jersey
-$500K -12,359 Closed
Wellington Management Group
386
Wellington Management Group
Massachusetts
-$465K -11,491 Closed
KWS
387
Keystone Wealth Services
California
-$381K -9,402 Closed
CC
388
Copperleaf Capital
North Carolina
-$345K -8,530 Closed
AFP
389
Alpha Financial Partners
Kentucky
-$313K -7,727 Closed
RW
390
Regimen Wealth
Georgia
-$306K -7,555 Closed
LJAC
391
L.J. Altfest & Co
New York
-$304K -7,520 Closed
CIAS
392
CFS Investment Advisory Services
New Jersey
-$280K -6,905 Closed
TWM
393
TSA Wealth Management
Texas
-$267K -6,585 Closed
CA
394
Claro Advisors
Massachusetts
-$261K -6,451 Closed
Northern Trust
395
Northern Trust
Illinois
-$260K -6,422 Closed
MIS
396
Morningstar Investment Services
Illinois
-$239K -5,921 Closed
OAP
397
One Advisory Partners
Kansas
-$238K -5,891 Closed
FFN
398
Focus Financial Network
Minnesota
-$223K -5,521 Closed
SP
399
Stonebrook Private
Michigan
-$217K -5,354 Closed
HFA
400
High Falls Advisors
New York
-$216K -5,338 Closed