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iShares Global Energy ETF

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
401
Winch Advisory Services
Wisconsin
$6.46K +$78 +2 +1%
HGERS
402
Householder Group Estate & Retirement Specialist
Arizona
$6K
AW
403
Avion Wealth
Texas
$6K
TC
404
Truvestments Capital
Florida
$5.87K
GI
405
Gradient Investments
Minnesota
$5.87K +$743 +19 +15%
PBK
406
Peoples Bank (Kansas)
Kansas
$5.87K
TRCT
407
Tower Research Capital (TRC)
New York
$5.83K +$5.83K +149 New
FCMT
408
Founders Capital Management (Texas)
Texas
$5.16K
PFM
409
Phillips Financial Management
Indiana
$4.85K +$939 +24 +24%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$3.91K
PA
411
Parallel Advisors
California
$3.36K +$3.36K +86 New
GT
412
Glenmede Trust
Pennsylvania
$2.89K
MFT
413
Moisand Fitzgerald Tamayo
Florida
$2.82K +$2.82K +72 New
TAM
414
Tucker Asset Management
Colorado
$2.23K
PMFA
415
Plante Moran Financial Advisors
Michigan
$2.15K +$2.15K +55 New
PGAM
416
Princeton Global Asset Management
New Jersey
$2.07K
GTAM
417
Global Trust Asset Management
Florida
$2.05K
Simplex Trading
418
Simplex Trading
Illinois
$2K -$11.4K -400 -85%
NP
419
NorthRock Partners
Minnesota
$1.8K +$1.8K +46 New
S
420
SignatureFD
Georgia
$1.76K +$1.37K +35 +350%
IPW
421
Impact Partnership Wealth
Georgia
$1.06K +$1.06K +27 New
HDIM
422
Hanson & Doremus Investment Management
Vermont
$1K +$1K +16 New
NS
423
NBC Securities
Alabama
$1K +$1K +46 New
FPF
424
First Pacific Financial
Washington
$939 +$939 +24 New
NB
425
NBT Bank
New York
$665 +$665 +17 New