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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
Schroder Investment Management Group
76
Schroder Investment Management Group
United Kingdom
$3.85M +$3.55M +89,667 New
PCA
77
Prosperity Capital Advisors
Ohio
$3.85M -$812K -20,495 -19%
WWG
78
West Wealth Group
California
$3.77M +$1.71M +43,257 +97%
SB
79
Strategic Blueprint
Georgia
$3.74M +$1.11M +28,032 +47%
TVAMP
80
Tennessee Valley Asset Management Partners
Tennessee
$3.64M -$2.51M -63,421 -43%
SWM
81
Scissortail Wealth Management
Oklahoma
$3.62M +$3.34M +84,305 New
US Bancorp
82
US Bancorp
Minnesota
$3.62M +$162K +4,085 +5%
HighTower Advisors
83
HighTower Advisors
Illinois
$3.56M +$862K +21,755 +35%
FP
84
Fiduciary Planning
Florida
$3.55M -$1.64M -41,354 -33%
GF
85
Gries Financial
Ohio
$3.49M +$327K +8,252 +11%
MAM
86
Madison Asset Management
Wisconsin
$3.39M -$3.59M -90,582 -53%
MFG
87
Merit Financial Group
Georgia
$3.36M +$1.15M +29,023 +59%
HFA
88
High Falls Advisors
New York
$3.29M +$444K +11,201 +17%
OAP
89
One Advisory Partners
Kansas
$3.27M +$371K +9,357 +14%
CSWG
90
Cardinal Strategic Wealth Guidance
Kentucky
$3.16M +$264K +6,667 +10%
Mariner
91
Mariner
Kansas
$3.1M +$1.77M +44,602 +161%
PCH
92
PGIM Custom Harvest
New Jersey
$3.03M -$829K -20,918 -23%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$2.97M +$2.74M +69,223 New
SHJ
94
Sharkey, Howes & Javer
Colorado
$2.97M +$447K +11,290 +20%
AWA
95
Adapt Wealth Advisors
Georgia
$2.94M +$2.71M +68,487 New
ACA
96
Aptus Capital Advisors
Alabama
$2.91M +$2.08M +52,524 +343%
I
97
INVST
Indiana
$2.89M +$132K +3,334 +5%
Truist Financial
98
Truist Financial
North Carolina
$2.88M +$131K +3,308 +5%
KWM
99
Kingsview Wealth Management
Oregon
$2.87M +$2.65M +66,784 New
PA
100
Pinnacle Associates
New York
$2.84M +$149K +3,750 +6%