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iShares Global Energy ETF

376 hedge funds and large institutions have $1.18B invested in iShares Global Energy ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,135% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $141K

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

6.61% more ownership

Funds ownership: 55.85%62.45% (+6.6%)

2% more funds holding

Funds holding: 369376 (+7)

3% more capital invested

Capital invested by funds: $1.15B → $1.18B (+$38.4M)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 123

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
376
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
116
Reduced
123
Closed
48
Calls
$1.74M
Puts
$141K
Net Calls
+$1.6M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$3.39M -$778K -19,019 -18%
NA
52
NewEdge Advisors
Louisiana
$3.31M +$423K +10,339 +14%
KIM
53
Kestra Investment Management
Texas
$3.02M +$579K +14,139 +22%
PA
54
Pinnacle Associates
New York
$2.98M +$648K +15,830 +25%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.98M -$927K -22,656 -23%
KAS
56
Kestra Advisory Services
Texas
$2.89M -$461K -11,261 -13%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.85M -$17.8M -434,227 -85%
PP
58
Prudential plc
United Kingdom
$2.56M +$176K +4,300 +7%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.54M -$311K -7,594 -10%
SSA
60
Sierra Summit Advisors
Nevada
$2.43M +$105K +2,566 +4%
DWM
61
Dakota Wealth Management
Florida
$2.15M -$230K -5,624 -9%
WA
62
Waverly Advisors
Alabama
$2.13M -$493K -12,056 -18%
FLA
63
Financial Life Advisors
Texas
$2.09M +$147K +3,596 +7%
M&T Bank
64
M&T Bank
New York
$2.06M +$6.51K +159 +0.3%
FP
65
Fiduciary Planning
Florida
$2.02M -$1.33M -32,605 -38%
ST
66
Sentinel Trust
Texas
$2M -$4.85M -118,600 -69%
IWC
67
Integrated Wealth Concepts
Massachusetts
$2M -$952K -23,248 -31%
Renaissance Technologies
68
Renaissance Technologies
New York
$1.82M +$1.31M +31,900 +203%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$1.72M -$1.37M -33,352 -42%
CSWG
70
Cardinal Strategic Wealth Guidance
Kentucky
$1.69M -$35.5K -867 -2%
ECG
71
Edge Capital Group
Georgia
$1.64M -$203K -4,965 -10%
Creative Planning
72
Creative Planning
Kansas
$1.63M +$1.26M +30,897 +264%
CF
73
Collier Financial
Colorado
$1.6M +$1.71M +41,785 New
TWC
74
TD Waterhouse Canada
Ontario, Canada
$1.57M +$3.68K +90 +0.2%
BFG
75
Buttonwood Financial Group
Missouri
$1.57M +$52.3K +1,279 +3%