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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
Prudential Financial
101
Prudential Financial
New Jersey
$2.83M +$113K +2,861 +5%
SXL
102
Summit X LLC
Missouri
$2.78M +$472K +11,908 +23%
DWM
103
Dakota Wealth Management
Florida
$2.77M +$2.55M +64,382 New
OWA
104
One Wealth Advisors
California
$2.71M +$905K +22,835 +57%
SHIM
105
Stone House Investment Management
Pennsylvania
$2.63M +$1M +25,336 +71%
AF
106
Advisornet Financial
Minnesota
$2.61M +$1.85M +46,649 +332%
LJAC
107
L.J. Altfest & Co
New York
$2.59M +$36.3K +917 +2%
AIA
108
Alternative Investment Advisors
Florida
$2.5M +$2.04M +51,612 +825%
BTI
109
Blue Trust Inc
Georgia
$2.49M +$2.28M +57,532 +11,128%
WPW
110
Watershed Private Wealth
Illinois
$2.48M +$2.29M +57,760 New
PWM
111
Perigon Wealth Management
California
$2.41M +$447K +11,293 +25%
PP
112
Prudential plc
United Kingdom
$2.38M +$559K +14,100 +34%
SW
113
SteelPeak Wealth
California
$2.36M +$368K +9,297 +20%
BCI
114
Brinker Capital Investments
Pennsylvania
$2.33M +$323K +8,152 +18%
OPS
115
Orion Portfolio Solutions
Nebraska
$2.33M +$323K +8,152 +18%
M&T Bank
116
M&T Bank
New York
$2.32M -$1.27K -32 -0.1%
TWM
117
TSA Wealth Management
Texas
$2.31M +$678K +17,124 +47%
KCM
118
KM Capital Management
Texas
$2.31M -$489K -12,346 -19%
CWS
119
Cypress Wealth Services
California
$2.31M +$647K +16,323 +44%
LWM
120
Liberty Wealth Management
California
$2.29M +$361K +9,102 +21%
AG
121
Ascent Group
Virginia
$2.25M +$207K +5,214 +11%
NCM
122
Northwest Capital Management
Oregon
$2.25M +$2.03M +51,166 +4,355%
KWM
123
Keebeck Wealth Management
Illinois
$2.15M +$1.14M +28,700 +135%
AWP
124
Avid Wealth Partners
Texas
$2.13M +$1.97M +49,695 New
ECG
125
Edge Capital Group
Georgia
$2.13M -$1.16M -29,195 -37%