We are live on ! Find out more
IXC icon

iShares Global Energy ETF

240 hedge funds and large institutions have $763M invested in iShares Global Energy ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $380K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 43.03%42.95% (-0.08%)

1% less capital invested

Capital invested by funds: $771M → $763M (-$8.21M)

3% less funds holding

Funds holding: 248240 (-8)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

32% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 97

Holders
240
Holders Change
-8
Holders Change %
-3.23%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
66
Reduced
97
Closed
31
Calls
$1.8M
Puts
$380K
Net Calls
+$1.42M
Net Calls Change
-$203K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
Gradient Investments
Minnesota
$4.88K
AA
227
Ancora Advisors
Ohio
$4.76K
TFP
228
Tilia Fiduciary Partners
North Carolina
$4.09K +$4.14K +110 New
AIC
229
Archer Investment Corporation
Indiana
$4.06K
PFM
230
Phillips Financial Management
Indiana
$3.71K
GT
231
Glenmede Trust
Pennsylvania
$2.79K
CPG
232
Cornerstone Planning Group
New Jersey
$2.42K +$2.45K +65 New
TAM
233
Tucker Asset Management
Colorado
$2.12K
YDMI
234
Y.D. More Investments
Israel
$2.04K -$12.7K -337 -86%
PGAM
235
Princeton Global Asset Management
New Jersey
$1.97K
GTAM
236
Global Trust Asset Management
Florida
$1.95K
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$1.49K -$124K -3,293 -99%
HCP
238
Hexagon Capital Partners
Arkansas
$372
S
239
SignatureFD
Georgia
$372
AssetMark Inc
240
AssetMark Inc
California
$298 +$301 +8 New
EE
241
EWG Elevate
California
-$3.97M -105,166 Closed
SFG
242
Snider Financial Group
Washington
-$3.28M -86,852 Closed
Tudor Investment Corp
243
Tudor Investment Corp
Connecticut
-$1.83M -48,448 Closed
PA
244
Parallel Advisors
California
-$1.06M -28,078 Closed
KWM
245
Kingsview Wealth Management
Oregon
-$994K -26,318 Closed
I2I
246
Insight 2811 Inc
Illinois
-$814K -21,545 Closed
NWA
247
Navis Wealth Advisors
New York
-$801K -21,200 Closed
T
248
TCWP
Ohio
-$720K -19,069 Closed
MIS
249
Morningstar Investment Services
Illinois
-$623K -16,578 Closed
IFG
250
Independent Financial Group
California
-$551K -14,592 Closed

IXC Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2023, worth a combined $763M — down 1.1% from $771M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IXC and 25 opened new positions — a net loss of 6 holders — while 97 trimmed existing stakes and 66 added.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was Banco Bilbao Vizcaya Argentaria, cutting an estimated $8.92M.

  • 240 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2023, down from 248 in Q1 2023.
  • Funds reported $763M of iShares Global Energy ETF stock for Q2 2023, down 1.1% quarter-over-quarter.
  • 25 funds opened new iShares Global Energy ETF positions in Q2 2023 and 31 closed out, a net change of -6 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2023 was Jane Street, an estimated $23.5M added.
  • The largest iShares Global Energy ETF seller in Q2 2023 was Banco Bilbao Vizcaya Argentaria, an estimated $8.92M sold.

Based on aggregated 13F filings for Q2 2023.