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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
WC
51
Wexford Capital
Florida
$953K -$474K -13,810 -34%
OAM
52
Occidental Asset Management
California
$901K +$870K +25,337 New
MAS
53
Madden Advisory Services
Florida
$856K +$576K +16,771 +229%
JIM
54
Jupiter Investment Management
United Kingdom
$849K +$336K +9,790 +69%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$812K -$332K -9,673 -30%
BCM
56
Brookstone Capital Management
Illinois
$808K +$780K +22,717 New
BCP
57
Blackhawk Capital Partners
Wisconsin
$782K +$755K +21,990 New
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$750K
BTS
59
BB&T Securities
Virginia
$703K +$679K +19,778 New
Citigroup
60
Citigroup
New York
$632K +$58.5K +1,704 +11%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$611K -$1.23M -35,675 -67%
VWM
62
Venturi Wealth Management
Texas
$533K
FWIA
63
Fort Washington Investment Advisors
Ohio
$521K -$3.43K -100 -0.7%
RG
64
Rathbones Group
United Kingdom
$511K +$11.6K +338 +2%
LCM
65
Logan Capital Management
Pennsylvania
$501K +$166K +4,829 +52%
SXL
66
Summit X LLC
Missouri
$473K +$457K +13,302 New
KTC
67
Kistler-Tiffany Companies
Pennsylvania
$464K -$15.1K -441 -3%
SAA
68
Southeast Asset Advisors
Georgia
$451K
Axa
69
Axa
France
$426K +$15.5K +450 +4%
CAN
70
Cetera Advisor Networks
California
$368K +$21.4K +622 +6%
IIA
71
IPG Investment Advisors
California
$342K +$17.2K +500 +5%
CS
72
Credit Suisse
Switzerland
$329K +$317K +9,244 New
BUB
73
BBVA USA Bancshares
Texas
$321K
BOTW
74
Bank of the West
California
$319K +$75.2K +2,190 +32%
PFA
75
Pathway Financial Advisors
Vermont
$309K +$299K +8,700 New