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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
AG
401
Ascent Group
Virginia
-$210K -5,196 Closed
SB
402
Simmons Bank
Arkansas
-$208K -5,138 Closed
WAM
403
WNY Asset Management
New York
-$205K -5,075 Closed
BFA
404
Bright Financial Advisors
Michigan
-$202K -5,000 Closed
TF
405
Tompkins Financial
New York
-$194K -4,800 Closed
BCP
406
Blue Chip Partners
Michigan
-$103K -2,534 Closed
Deutsche Bank
407
Deutsche Bank
Germany
-$72.6K -1,793 Closed
EAM
408
Erste Asset Management
Austria
-$32.4K -800 Closed
RIA
409
Realta Investment Advisors
Delaware
-$23K -541 Closed
APC
410
Aspire Private Capital
North Carolina
-$12.6K -311 Closed
JPWM
411
Jamison Private Wealth Management
Georgia
-$9.72K -240 Closed
GJWM
412
Gilliland Jeter Wealth Management
Arkansas
-$8.62K -213 Closed
SHIM
413
Stone House Investment Management
Pennsylvania
-$8.61K -213 Closed
FMII
414
Farmers & Merchants Investments Inc
Nebraska
-$7.49K -185 Closed
ST
415
Smithfield Trust
Pennsylvania
-$3K -83 Closed
NS
416
NBC Securities
Alabama
-$1K -46 Closed
BHWM
417
Beaird Harris Wealth Management
Texas
-$972 -24 Closed
Russell Investments Group
418
Russell Investments Group
United Kingdom
-$931 -23 Closed
JIP
419
Jaffetilchin Investment Partners
Florida
-$738 -18 Closed
CA
420
Crewe Advisors
Utah
-$648 -16 Closed
T
421
Tidemark
California
-$124 -3 Closed
NP
422
NorthRock Partners
Minnesota
-$81 -2 Closed