Jim Simons
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Jim Simons’s iShares Global Energy ETF IXC Stock Holding History

Jim Simons’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Sell
20,200
-5,700
-22% -$284K ﹤0.01% 2185
2025
Q4 		$1.09M Sell
25,900
-11,300
-30% -$475K ﹤0.01% 2224
2025
Q3 		$1.55M Buy
+37,200
New +$1.51M ﹤0.01% 2235
2025
Q2 		– Sell
-44,800
Closed -$1.88M – 3721
2025
Q1 		$1.88M Sell
44,800
-2,800
-6% -$112K ﹤0.01% 2038
2024
Q4 		$1.82M Buy
47,600
+31,900
+203% +$1.31M ﹤0.01% 2122
2024
Q3 		$636K Buy
+15,700
New +$644K ﹤0.01% 2675
2024
Q2 		– Sell
-23,800
Closed -$1.02M – 3737
2024
Q1 		$1.02M Buy
23,800
+8,000
+51% +$317K ﹤0.01% 2470
2023
Q4 		$618K Buy
15,800
+9,900
+168% +$394K ﹤0.01% 2685
2023
Q3 		$243K Sell
5,900
-14,100
-71% -$559K ﹤0.01% 3023
2023
Q2 		$744K Buy
+20,000
New +$753K ﹤0.01% 2660
2023
Q1 		– Sell
-16,700
Closed -$651K – 4195
2022
Q4 		$651K Buy
+16,700
New +$654K ﹤0.01% 2788
2022
Q3 		– Sell
-36,200
Closed -$1.23M – 4233
2022
Q2 		$1.23M Sell
36,200
-6,200
-15% -$232K ﹤0.01% 2577
2022
Q1 		$1.53M Buy
+42,400
New +$1.41M ﹤0.01% 2428
2020
Q2 		– Sell
-14,300
Closed -$242K – 3603
2020
Q1 		$242K Buy
+14,300
New +$357K ﹤0.01% 3047
2018
Q1 		– Sell
-8,633
Closed -$307K – 3464
2017
Q4 		$307K Buy
+8,633
New +$296K ﹤0.01% 3018

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Jim Simons's IXC Position: Q1 2026 in Review

Jim Simons reduced its iShares Global Energy ETF (IXC) stake by 22% in Q1 2026, selling an estimated $284K and leaving 20,200 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Jim Simons first reported a position in IXC in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.88M in Q1 2025. 343 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Jim Simons held 20,200 shares of iShares Global Energy ETF worth $1.16M as of Q1 2026.
  • Jim Simons sold 5,700 iShares Global Energy ETF shares in Q1 2026, an estimated $284K.
  • iShares Global Energy ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2185 holding.
  • Jim Simons first reported a position in iShares Global Energy ETF in Q4 2017 and has held it in 15 quarters since.
  • Jim Simons's iShares Global Energy ETF position peaked at $1.88M in Q1 2025.
  • 343 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.