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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
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$651K -$3.72M -90,991 -84%
GWANC
127
Guardian Wealth Advisors (North Carolina)
North Carolina
$631K +$58.8K +1,437 +10%
KPWS
128
Kestra Private Wealth Services
Texas
$626K +$29.3K +715 +5%
QWP
129
Quotient Wealth Partners
Texas
$606K -$583K -14,232 -47%
SW
130
SoFi Wealth
California
$604K +$648K +15,825 New
IPAM
131
ICICI Prudential Asset Management
India
$601K
AAM
132
Ameraudi Asset Management
New York
$599K -$13.1K -319 -2%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$576K -$59.1K -1,445 -9%
Vontobel Holding
134
Vontobel Holding
Switzerland
$573K
FSA
135
Fort Sheridan Advisors
Illinois
$571K +$6.79K +166 +1%
CFGS
136
Concourse Financial Group Securities
Alabama
$564K +$27.5K +671 +5%
RG
137
Rathbones Group
United Kingdom
$558K -$18.1K -442 -3%
SC
138
Scotia Capital
Ontario, Canada
$552K -$40.9K -1,000 -6%
PAG
139
Private Advisor Group
New Jersey
$546K -$176K -4,297 -23%
5W
140
5T Wealth
California
$545K +$584K +14,268 New
APW
141
Atlantic Private Wealth
North Carolina
$541K
WMA
142
Wealth Management Associates
New Jersey
$532K
BWM
143
BCO Wealth Management
New Mexico
$527K +$565K +13,799 New
DFG
144
Delta Financial Group
New Jersey
$521K +$558K +13,635 New
Citadel Advisors
145
Citadel Advisors
Florida
$519K -$1.24M -30,375 -69%
KA
146
Kovack Advisors
Florida
$514K +$532 +13 +0.1%
PWM
147
Perigon Wealth Management
California
$513K -$72.6K -1,773 -12%
CAM
148
Cresset Asset Management
Illinois
$512K +$24.9K +608 +5%
AWM
149
Axxcess Wealth Management
California
$496K +$240K +5,861 +82%
JWA
150
JFS Wealth Advisors
Pennsylvania
$487K +$48.3K +1,179 +10%