We are live on ! Find out more
IXC icon

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
Renaissance Technologies
76
Renaissance Technologies
New York
$307K +$296K +8,633 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$305K -$6.08K -177 -2%
GTAM
78
Global Trust Asset Management
Florida
$301K +$291K +8,470 New
SC
79
Slow Capital
California
$288K +$278K +8,098 New
WTC
80
WhitTier Trust Company
Nevada
$243K
EAM
81
Evanson Asset Management
California
$240K +$137 +4 +0.1%
PAG
82
Private Advisor Group
New Jersey
$240K +$225K +6,563 New
KWA
83
KCS Wealth Advisory
California
$238K +$229K +6,681 New
GEA
84
Glen Eagle Advisors
New Jersey
$222K
CA
85
Clearstead Advisors
Ohio
$216K
RWP
86
RWA Wealth Partners
Massachusetts
$213K
GWM
87
Geneos Wealth Management
Colorado
$212K
QCMC
88
Quantum Capital Management (California)
California
$211K -$16.2K -471 -7%
SFFS
89
Stonehage Fleming Financial Services
Jersey
$176K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$140K
Barclays
91
Barclays
United Kingdom
$133K
RWA
92
Ropes Wealth Advisors
Massachusetts
$128K +$123K +3,589 New
US Bancorp
93
US Bancorp
Minnesota
$121K +$77.8K +2,265 +199%
FAAS
94
First Allied Advisory Services
California
$116K +$112K +3,257 New
AIM
95
Anchor Investment Management
South Carolina
$107K +$206 +6 +0.2%
FRA
96
Front Row Advisors
California
$102K +$98.3K +2,862 New
MLIC
97
Mandatum Life Insurance Company
Finland
$96K +$92.7K +2,699 New
FFW
98
Fusion Family Wealth
New York
$95K -$52.4K -1,526 -36%
Daiwa Securities Group
99
Daiwa Securities Group
Japan
$89K +$6.87K +200 +9%
SWM
100
SeaCrest Wealth Management
New York
$88K +$85K +2,475 New