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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$387M +$12.2M +298,815 +3%
Bank of America
2
Bank of America
North Carolina
$57.6M -$3.84M -93,913 -6%
JP Morgan Chase
3
JP Morgan Chase
New York
$54.4M +$17.9M +437,984 +44%
Morgan Stanley
4
Morgan Stanley
New York
$37.1M -$7.92M -193,453 -17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.6M +$2.86M +69,793 +8%
DWM
6
Dynasty Wealth Management
Florida
$36M +$38.6M +942,100 New
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$34.4M +$25M +610,786 +210%
SWP
8
Sagespring Wealth Partners
Tennessee
$33.5M +$35.9M +878,310 New
LPL Financial
9
LPL Financial
California
$29.4M +$2.78M +67,886 +10%
ECM
10
Evergreen Capital Management
Washington
$23.3M -$138K -3,363 -0.5%
UBS Group
11
UBS Group
Switzerland
$22.3M +$4.07M +99,474 +21%
Goldman Sachs
12
Goldman Sachs
New York
$16.3M +$6.45M +157,671 +59%
VCM
13
Verger Capital Management
North Carolina
$14.5M +$731K +17,857 +5%
Jane Street
14
Jane Street
New York
$14.4M -$5.23M -127,796 -25%
Wells Fargo
15
Wells Fargo
California
$13.3M -$3.36M -82,030 -19%
VCM
16
Versant Capital Management
Arizona
$13.3M -$375K -9,168 -3%
VCAM
17
Van Cleef Asset Management
Ohio
$11.2M -$118K -2,895 -1%
FAC
18
Financial Advisory Corporation
Michigan
$10.8M +$11.6M +282,814 New
MD
19
Money Design
Japan
$10.4M -$1.14M -27,963 -9%
MWA
20
MFA Wealth Advisors
Pennsylvania
$10.1M +$1.2M +29,213 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.1M +$230K +5,629 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9.67M +$2.05M +50,123 +25%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$9.29M -$106K -2,593 -1%
Raymond James Financial
24
Raymond James Financial
Florida
$8.42M +$9.03M +220,533 New
SWIG
25
Strategic Wealth Investment Group
Kentucky
$7.28M -$1.13M -27,581 -13%