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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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$1.56M +$7.49K +183 +0.5%
GIA
77
Gladstone Institutional Advisory
Florida
$1.49M -$100K -2,444 -6%
IWA
78
Icon Wealth Advisors
Texas
$1.38M -$4.5K -110 -0.3%
CA
79
Clune & Associates
Illinois
$1.35M +$1.45M +35,403 New
Jones Financial Companies
80
Jones Financial Companies
Missouri
$1.33M -$454K -11,088 -24%
WSFG
81
Wall Street Financial Group
Illinois
$1.33M +$1.42M +34,785 New
WWG
82
West Wealth Group
California
$1.27M +$221K +5,398 +19%
Wealthfront Advisers
83
Wealthfront Advisers
California
$1.24M +$368 +9 +0%
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$1.23M
BSG
85
Black Swift Group
Colorado
$1.19M -$359K -8,765 -22%
ACA
86
Aptus Capital Advisors
Alabama
$1.18M +$42.3K +1,033 +3%
C1AG
87
Client 1st Advisory Group
Florida
$1.16M +$890K +21,746 +251%
PWMAG
88
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M +$454K +11,100 +62%
JIR
89
James Investment Research
Ohio
$1.09M -$14.3K -350 -1%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$1.08M +$297K +7,259 +35%
MAM
91
Madison Asset Management
Wisconsin
$1.08M -$1.39M -34,066 -55%
MIA
92
Madison Investment Advisors
Wisconsin
$1.08M +$1.15M +28,196 New
BS
93
Banco Santander
Spain
$1.05M +$1.12M +27,463 New
UW
94
Unique Wealth
Florida
$1.02M +$1.09M +26,588 New
GS
95
GTS Securities
New York
$994K -$186K -4,546 -15%
Corient Private Wealth
96
Corient Private Wealth
Florida
$993K +$56.9K +1,389 +6%
CLOS
97
Compagnie Lombard Odier SCmA
Switzerland
$992K -$76.4K -1,867 -7%
AF
98
Affiance Financial
Minnesota
$962K -$28.1K -687 -3%
CTA
99
Chesley Taft & Associates
Illinois
$940K -$102K -2,500 -9%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$937K +$5.57K +136 +0.6%