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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
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$357K +$90.9K +2,220 +31%
BJL
177
Brighton Jones LLC
Washington
$356K
SWP
178
ShoreHaven Wealth Partners
New Jersey
$354K -$91.9K -2,246 -19%
S
179
Sunpointe
Missouri
$354K
Bank of New York Mellon
180
Bank of New York Mellon
New York
$345K +$45.7K +1,116 +14%
BCI
181
Brinker Capital Investments
Pennsylvania
$343K +$23.8K +582 +7%
OPS
182
Orion Portfolio Solutions
Nebraska
$343K +$23.8K +582 +7%
MA
183
Mutual Advisors
Nebraska
$343K -$100K -2,444 -23%
KV
184
Kickstand Ventures
New York
$340K -$22.6K -553 -6%
MPW
185
MGO Private Wealth
California
$337K +$98.7K +2,412 +38%
ACP
186
Arcus Capital Partners
Georgia
$337K -$7.25K -177 -2%
SAM
187
Secure Asset Management
Michigan
$333K +$5.32K +130 +2%
SFS
188
Security Financial Services
Indiana
$331K -$255K -6,226 -42%
IA
189
IFG Advisory
Georgia
$328K +$352K +8,593 New
QCM
190
Quantinno Capital Management
New York
$321K
CW
191
CreativeOne Wealth
Kansas
$319K -$40.9K -1,000 -11%
SI
192
Stephens Inc
Arkansas
$317K -$28.7K -700 -8%
Bessemer Group
193
Bessemer Group
New Jersey
$308K +$59.6K +1,456 +22%
IWM
194
IHT Wealth Management
Illinois
$308K -$330K -8,071 -50%
TC
195
TownSquare Capital
Utah
$297K -$6.83K -167 -2%
BEI
196
Benjamin Edwards Inc
Missouri
$295K +$1.55K +38 +0.5%
EFG
197
Ehrlich Financial Group
California
$291K -$4.63K -113 -1%
SAG
198
SageView Advisory Group
California
$287K +$308K +7,521 New
RSWM
199
Robertson Stephens Wealth Management
California
$286K +$4.95K +121 +2%
LWM
200
Laidlaw Wealth Management
New York
$282K +$37.6K +919 +14%