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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
OIA
151
OneDigital Investment Advisors
Kansas
$486K -$1.85M -45,282 -78%
IFS
152
Ifrah Financial Services
Arkansas
$486K -$18.4K -449 -3%
GWM
153
Geneos Wealth Management
Colorado
$481K +$2.58K +63 +0.5%
SA
154
Sovran Advisors
California
$475K +$484K +11,821 New
CFG
155
Citizens Financial Group
Rhode Island
$465K -$11.8K -288 -2%
FFS
156
Founders Financial Securities
Maryland
$455K -$11.4K -278 -2%
WCFA
157
Walkner Condon Financial Advisors
Wisconsin
$446K +$6.63K +162 +1%
KWM
158
Keebeck Wealth Management
Illinois
$442K -$12.4K -303 -3%
CA
159
Centerpoint Advisors
Massachusetts
$437K +$1.55K +38 +0.3%
WPW
160
Watershed Private Wealth
Illinois
$435K -$57.3K -1,400 -11%
CPP
161
Capasso Planning Partners
South Carolina
$428K -$527K -12,887 -54%
PWM
162
Partners Wealth Management
California
$427K +$457K +11,172 New
LIA
163
Lynx Investment Advisory
District of Columbia
$426K -$171K -4,187 -27%
CWM
164
Certus Wealth Management
California
$416K +$74K +1,807 +21%
MC
165
Moors & Cabot
Massachusetts
$413K +$24.4K +597 +6%
QPWM
166
Quadrant Private Wealth Management
Pennsylvania
$403K +$98.7K +2,411 +30%
LWM
167
Liberty Wealth Management
California
$393K -$254K -6,201 -38%
EHC
168
Everett Harris & Co
California
$382K
IWP
169
Insight Wealth Partners
Texas
$381K -$103K -2,506 -20%
TCM
170
Triumph Capital Management
Colorado
$381K +$20.3K +496 +5%
MYIA
171
Mount Yale Investment Advisors
Colorado
$379K +$3.15K +77 +0.8%
1IA
172
1834 Investment Advisors
Wisconsin
$371K
HGWM
173
Horst & Graben Wealth Management
Oregon
$367K -$74.8K -1,827 -16%
BBWP
174
Beacon Bridge Wealth Partners
Pennsylvania
$367K +$17.4K +425 +5%
OWA
175
One Wealth Advisors
California
$361K -$247K -6,045 -39%