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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
TI
476
Trexquant Investment
Connecticut
-$392K -10,028 Closed
FA
477
FDx Advisors
Illinois
-$333K -8,518 Closed
WIA
478
World Investment Advisors
California
-$298K -7,629 Closed
SQA
479
Simon Quick Advisors
New Jersey
-$298K -7,628 Closed
Lido Advisors
480
Lido Advisors
California
-$506K -7,622 Closed
CWM
481
CCG Wealth Management
California
-$290K -7,406 Closed
ACA
482
Affinity Capital Advisors
California
-$279K -7,139 Closed
Chevy Chase Trust
483
Chevy Chase Trust
Maryland
-$276K -7,069 Closed
AWA
484
Arete Wealth Advisors
Illinois
-$274K -7,010 Closed
SCM
485
Sheridan Capital Management
California
-$221K -5,662 Closed
OP
486
ORG Partners
Indiana
-$96.3K -2,462 Closed
RFA
487
Resurgent Financial Advisors
Georgia
-$79.6K -2,035 Closed
NMG
488
New Millennium Group
Utah
-$67K -1,712 Closed
BBHC
489
Brown Brothers Harriman & Co
New York
-$55.1K -1,410 Closed
BCM
490
Bourgeon Capital Management
Connecticut
-$38.3K -980 Closed
CPA
491
Cardiff Park Advisors
California
-$23.4K -598 Closed
AC
492
AlphaCore Capital
California
-$20.5K -524 Closed
CCP
493
Clarkston Capital Partners
Michigan
-$19K -485 Closed
SWA
494
SOA Wealth Advisors
New York
-$14.2K -364 Closed
MFT
495
Moisand Fitzgerald Tamayo
Florida
-$2.82K -72 Closed
IPW
496
Impact Partnership Wealth
Georgia
-$1.06K -27 Closed
HDIM
497
Hanson & Doremus Investment Management
Vermont
-$1K -16 Closed
VWA
498
Valued Wealth Advisors
Utah
-$505 -12 Closed
AT
499
Arlington Trust
Alabama
-$391 -10 Closed
CJ
500
Caitlin John
Michigan
-$313 -8 Closed