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iShares Global Energy ETF

133 hedge funds and large institutions have $395M invested in iShares Global Energy ETF in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

56% more capital invested

Capital invested by funds: $253M → $395M (+$143M)

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

24% more funds holding

Funds holding: 107133 (+26)

8.99% more ownership

Funds ownership: 28.29%37.28% (+9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+26
Holders Change %
+24.3%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
37
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.85M +$4.81K +140 +0.2%
BPC
27
Banque Pictet & Cie
Switzerland
$2.73M +$136K +3,950 +5%
ECM
28
Evergreen Capital Management
Washington
$2.39M +$2.31M +67,125 New
ACM
29
Avalon Capital Management
California
$2.11M +$465K +13,531 +29%
ACM
30
Aviance Capital Management
Florida
$1.98M -$366K -10,672 -16%
IC
31
InterOcean Capital
Illinois
$1.9M -$174K -5,054 -9%
RJA
32
Raymond James & Associates
Florida
$1.85M +$1.17M +33,941 +187%
JIR
33
James Investment Research
Ohio
$1.62M +$1.56M +45,447 New
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$1.6M +$2.06M +59,881 New
CTA
35
Chesley Taft & Associates
Illinois
$1.45M +$124K +3,600 +10%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.38M +$140K +4,068 +12%
Creative Planning
37
Creative Planning
Kansas
$1.32M +$1.27M +37,058 New
JP Morgan Chase
38
JP Morgan Chase
New York
$1.27M -$291K -8,462 -19%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.26M +$524K +15,251 +75%
AG
40
Advisor Group
Arizona
$1.25M +$194K +5,659 +19%
Fidelity International
41
Fidelity International
Bermuda
$1.21M -$234K -6,817 -17%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.2M +$274K +7,965 +31%
Goldman Sachs
43
Goldman Sachs
New York
$1.14M +$1.03K +30 +0.1%
M&T Bank
44
M&T Bank
New York
$1.13M -$125K -3,632 -10%
WI
45
WrapManager Inc
California
$1.09M +$1.05M +30,649 New
CA
46
Cetera Advisors
Colorado
$1.05M +$457K +13,320 +81%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.05M +$6.18K +180 +0.6%
VDFA
48
Vickerman & Driscoll Financial Advisors
Washington
$1.04M +$1.01M +29,338 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$994K -$74.1K -2,157 -7%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$956K +$924K +26,900 New