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iShares Global Energy ETF

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
176
Western Wealth Management
Colorado
$828K +$58.1K +1,486 +8%
AR
177
Apeiron RIA
Texas
$822K +$822K +21,021 New
SWM
178
Spire Wealth Management
Virginia
$812K +$779K +20,815 +2,318%
RIA
179
Regal Investment Advisors
Michigan
$781K +$781K +19,961 New
MCM
180
MAI Capital Management
Ohio
$769K -$16K -408 -2%
Cerity Partners
181
Cerity Partners
New York
$765K -$580K -14,829 -43%
SL
182
SWMG LLC
Texas
$743K +$743K +18,988 New
EE
183
EWG Elevate
California
$740K +$740K +18,920 New
New York State Common Retirement Fund
184
New York State Common Retirement Fund
New York
$729K
SCA
185
Snowden Capital Advisors
New York
$724K +$724K +18,509 New
MYIA
186
Mount Yale Investment Advisors
Colorado
$723K +$723K +18,477 New
SWM
187
SigFig Wealth Management
California
$720K +$720K +18,405 New
CTA
188
Chesley Taft & Associates
Illinois
$696K +$49.3K +1,260 +8%
Vontobel Holding
189
Vontobel Holding
Switzerland
$685K -$56.5K -1,444 -8%
AssetMark Inc
190
AssetMark Inc
California
$679K +$679K +17,354 New
AAM
191
Ameraudi Asset Management
New York
$634K +$21.8K +557 +4%
BHWM
192
Bay Harbor Wealth Management
Maryland
$627K +$627K +16,036 New
TVM
193
True Vision MN
Minnesota
$619K +$619K +15,835 New
Renaissance Technologies
194
Renaissance Technologies
New York
$618K +$387K +9,900 +168%
FFN
195
Focus Financial Network
Minnesota
$614K +$614K +15,710 New
MIS
196
Morningstar Investment Services
Illinois
$610K +$610K +15,608 New
FHA
197
First Horizon Advisors
Tennessee
$602K +$602K +15,389 New
ACA
198
Aptus Capital Advisors
Alabama
$599K -$3.2M -81,780 -84%
Creative Planning
199
Creative Planning
Kansas
$592K +$140K +3,579 +31%
GWANC
200
Guardian Wealth Advisors (North Carolina)
North Carolina
$591K