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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
HIA
401
Harbor Investment Advisory
Maryland
$27.9K +$1.74K +44 +7%
FAM
402
Family Asset Management
South Carolina
$27.7K +$3.17K +80 +14%
SFC
403
SYM Financial Corp
Indiana
$26.9K
AWM
404
Activest Wealth Management
Florida
$26.6K
OFG
405
Oxford Financial Group
Indiana
$26.5K -$21.9K -552 -47%
CCA
406
Criterion Capital Advisors
Tennessee
$25.8K
BONH
407
Bank of New Hampshire
New Hampshire
$25.8K
RFG
408
REAP Financial Group
Texas
$25.5K +$3.64K +92 +18%
PA
409
Pineridge Advisors
Missouri
$25.1K
TAM
410
Tucker Asset Management
Colorado
$23.5K +$19.4K +489 +858%
LCM
411
Logan Capital Management
Pennsylvania
$22.8K
BIM
412
Breakwater Investment Management
Washington
$22K +$20.3K +513 New
BC
413
Barrett & Company
Rhode Island
$21.5K
PVH
414
Psagot Value Holdings
Israel
$21K
YDMI
415
Y.D. More Investments
Israel
$20.9K +$9.23K +233 +91%
Simplex Trading
416
Simplex Trading
Illinois
$20K +$16K +405 +579%
PA
417
Parallel Advisors
California
$19.8K +$14.9K +375 +436%
TC
418
Tacita Capital
Ontario, Canada
$19.7K
CIA
419
Cape Investment Advisory
Georgia
$18.6K -$2.89K -73 -14%
CPG
420
Cornerstone Planning Group
New Jersey
$18.3K -$15.8K -400 -48%
WWMSC
421
Wagner Wealth Management (South Carolina)
South Carolina
$17.2K
SS
422
Sunbelt Securities
Texas
$13.3K +$12.2K +309 New
GJIA
423
Glass Jacobson Investment Advisors
Maryland
$12.9K
CHA
424
Carmichael Hill & Associates
Maryland
$11.3K
CMP
425
Coston McIsaac & Partners
Maine
$11K