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iShares Global Energy ETF

243 hedge funds and large institutions have $913M invested in iShares Global Energy ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 83 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-22
Holders Change %
-8.3%
% of All Funds
4.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
56
Reduced
83
Closed
41
Calls
$1.46M
Puts
$1.37M
Net Calls
+$90K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Shares
Change %
BONH
201
Bank of New Hampshire
New Hampshire
$20K
BC
202
Barrett & Company
Rhode Island
$19.5K +$19.5K +500 New
CPA
203
Cardiff Park Advisors
California
$19K
HWMA
204
Heritage Wealth Management (Arizona)
Arizona
$18K
BTI
205
Blue Trust Inc
Georgia
$18K
LCM
206
Logan Capital Management
Pennsylvania
$18K
HIA
207
Harbor Investment Advisory
Maryland
$17K
IA
208
IFP Advisors
Florida
$16K +$43 +1 +0.3%
AC
209
AlphaCore Capital
California
$14K
CAAS
210
Capital Asset Advisory Services
Michigan
$13K
SWA
211
SOA Wealth Advisors
New York
$12K
VCM
212
Vigilant Capital Management
Maine
$11K
TC
213
Truvestments Capital
Florida
$11K
CM
214
Cornerstone Management
Georgia
$10K
CMP
215
Coston McIsaac & Partners
Maine
$8K -$32 -1 -0.4%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$7.91K +$1.05K +29,034 +15%
SWM
217
Sugarloaf Wealth Management
Georgia
$7K +$7K +207 New
PMFA
218
Plante Moran Financial Advisors
Michigan
$6K -$14.7K -453 -71%
PP
219
Pacifica Partners
Canada
$6K
AW
220
Avion Wealth
Texas
$5K -$3.51K -101 -41%
WAS
221
Winch Advisory Services
Wisconsin
$5K
LFG
222
Larson Financial Group
Missouri
$5K +$5K +150 New
HGERS
223
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5K +175 New
SWM
224
Spire Wealth Management
Virginia
$4K -$27.4K -889 -87%
AssetMark Inc
225
AssetMark Inc
California
$4K