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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
CL
101
Choreo LLC
Illinois
$921K -$45.8K -1,120 -4%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$882K +$45.8K +1,120 +5%
SB
103
Strategic Blueprint
Georgia
$877K -$207K -5,056 -18%
OC
104
Oppenheimer & Co
New York
$876K +$7.78K +190 +0.8%
AWM
105
AE Wealth Management
Kansas
$869K +$39.1K +956 +4%
KCM
106
KM Capital Management
Texas
$866K -$149K -3,652 -14%
VPF
107
Vantage Point Financial
Illinois
$835K +$895K +21,877 New
SA
108
Sanctuary Advisors
Indiana
$812K -$1.53M -37,358 -65%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$801K -$147K -3,599 -15%
MCM
110
MAI Capital Management
Ohio
$797K +$51.3K +1,253 +6%
JFG
111
Jefferies Financial Group
New York
$797K +$512K +12,500 +149%
GF
112
Gries Financial
Ohio
$790K -$184K -4,485 -18%
BEAM
113
Baker Ellis Asset Management
Washington
$776K -$737K -18,000 -47%
FFA
114
Farther Finance Advisors
California
$770K +$78.3K +1,912 +10%
Cerity Partners
115
Cerity Partners
New York
$767K +$310K +7,563 +60%
AFM
116
Abbot Financial Management
Massachusetts
$765K +$1.6K +39 +0.2%
ATPW
117
Ashton Thomas Private Wealth
Arizona
$757K +$811K +19,824 New
WWM
118
Western Wealth Management
Colorado
$723K +$123 +3 +0%
CC
119
Climber Capital
Switzerland
$718K +$769K +18,798 New
CWP
120
Cyndeo Wealth Partners
Florida
$716K +$767K +18,742 New
TSS
121
Two Sigma Securities
New York
$715K +$301K +7,354 +65%
DA
122
Detalus Advisors
Missouri
$703K -$191K -4,666 -20%
PCA
123
Prosperity Capital Advisors
Ohio
$677K -$62.8K -1,535 -8%
Citigroup
124
Citigroup
New York
$674K +$14.9K +365 +2%
UBP
125
Union Bancaire Privee
Switzerland
$662K +$723K +17,664 New