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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
EH
51
Equitable Holdings
New York
$7.04M +$1M +25,332 +18%
CA
52
CoreCap Advisors
Michigan
$6.9M +$377K +9,505 +6%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$6.68M +$658K +16,605 +12%
ASN
54
Advisory Services Network
Georgia
$6.58M +$739K +18,655 +14%
AAS
55
Avantax Advisory Services
Texas
$6.34M +$260K +6,567 +5%
LNC
56
Lincoln National Corp
Pennsylvania
$6.14M +$129K +3,258 +2%
SFO
57
Stokes Family Office
Louisiana
$5.62M +$699K +17,654 +16%
MPW
58
MA Private Wealth
California
$5.17M +$430K +10,859 +10%
MC
59
McMorgan & Co
California
$5.16M +$219K +5,526 +5%
CFB
60
Cullen/Frost Bankers
Texas
$5.02M -$219K -5,535 -5%
KAS
61
Kestra Advisory Services
Texas
$4.91M +$168K +4,244 +4%
BFG
62
Buttonwood Financial Group
Missouri
$4.84M +$1.41M +35,514 +46%
TFF
63
The Family Firm
Maryland
$4.78M -$134K -3,394 -3%
AIC
64
Ayalon Insurance Company
Israel
$4.78M +$105K +2,658 +2%
SPC
65
Sigma Planning Corp
Michigan
$4.77M +$2.41M +60,854 +121%
PFA
66
Pettinga Financial Advisors
Indiana
$4.73M +$411K +10,388 +10%
AI
67
Atria Investments
North Carolina
$4.67M +$601K +15,178 +16%
HGWM
68
Horst & Graben Wealth Management
Oregon
$4.64M +$383K +9,669 +10%
APW
69
Austin Private Wealth
Texas
$4.62M +$870K +21,974 +27%
IWA
70
Icon Wealth Advisors
Texas
$4.55M +$778K +19,649 +23%
DAM
71
Derbend Asset Management
Georgia
$4.44M +$490K +12,369 +14%
CA
72
Cetera Advisors
Colorado
$4.44M +$1.05M +26,424 +34%
AWS
73
Atria Wealth Solutions
New York
$4.12M -$1.48M -37,267 -28%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$4.01M +$31.7K +801 +0.9%
DA
75
Detalus Advisors
Missouri
$3.86M +$1.01M +25,450 +39%