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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$15M +$2.07M +52,259 +18%
Jane Street
27
Jane Street
New York
$14.7M +$9.79M +247,163 +257%
Stifel Financial
28
Stifel Financial
Missouri
$14.7M +$1.44M +36,428 +12%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$14.6M +$2.68M +67,613 +25%
OCBCO
30
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.6M +$133K +3,365 +1%
MD
31
Money Design
Japan
$13.4M -$114K -2,890 -0.9%
FIA
32
Foundations Investment Advisors
Arizona
$13.3M +$826K +20,858 +7%
VCAM
33
Van Cleef Asset Management
Ohio
$12.9M -$153K -3,869 -1%
AWMS
34
Advocacy Wealth Management Services
Georgia
$12.7M +$2.84M +71,632 +32%
CAN
35
Cetera Advisor Networks
California
$12.2M +$663K +16,730 +6%
Osaic Holdings
36
Osaic Holdings
Arizona
$11.5M -$22.6M -570,206 -68%
UCFA
37
United Capital Financial Advisors
Texas
$11.3M +$529K +13,348 +5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$11.1M +$1.52M +38,488 +17%
NA
39
NewEdge Advisors
Louisiana
$11.1M +$2.13M +53,873 +26%
JC
40
JB Capital
Connecticut
$10.5M +$1.55M +39,047 +19%
MWA
41
MFA Wealth Advisors
Pennsylvania
$10.1M -$59.5K -1,501 -0.6%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$9.93M +$266K +6,725 +3%
ST
43
Sentinel Trust
Texas
$9.14M
OMC
44
Old Mission Capital
Illinois
$8.68M +$8.01M +202,168 New
CW
45
CreativeOne Wealth
Kansas
$8.16M +$3.1M +78,306 +70%
AWM
46
AE Wealth Management
Kansas
$7.71M -$4.01M -101,113 -36%
IWC
47
Integrated Wealth Concepts
Massachusetts
$7.64M +$1.58M +40,003 +29%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$7.33M -$502K -12,679 -7%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$7.19M +$436K +11,016 +7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$7.07M +$766K +19,340 +13%