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iShares Global Energy ETF
IXC

Overview Fund Activity

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$84.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$78.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.7M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$168K
2
PPW
2
Parcion Private Wealth
Washington
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
CIM
4
Cambria Investment Management
California
$0
5
B
5
Barings
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
226
Ifrah Financial Services
Arkansas
$470K -$22.5K -576 -5%
MWS
227
Maxwell Wealth Strategies
California
$469K +$469K +11,991 New
MC
228
Moors & Cabot
Massachusetts
$454K -$122K -3,107 -21%
GWM
229
Geneos Wealth Management
Colorado
$454K -$23.5K -600 -5%
QPWM
230
Quadrant Private Wealth Management
Pennsylvania
$449K +$449K +11,492 New
OWMIAS
231
One Wealth Management Investment & Advisory Services
Florida
$435K +$435K +11,120 New
RSWM
232
Robertson Stephens Wealth Management
California
$427K +$427K +10,917 New
KWS
233
Keystone Wealth Services
California
$426K +$426K +10,895 New
KC
234
Kepos Capital
New York
$425K +$425K +10,876 New
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$422K -$5.55K -142 -1%
MFA
236
Mayflower Financial Advisors
Massachusetts
$420K +$420K +10,737 New
AWE
237
Avidian Wealth Enterprises
Texas
$417K +$417K +10,659 New
CAG
238
Csenge Advisory Group
Florida
$411K +$411K +10,505 New
CWP
239
Cyndeo Wealth Partners
Florida
$410K +$410K +10,474 New
EFG
240
Ehrlich Financial Group
California
$409K +$409K +10,463 New
Comerica Bank
241
Comerica Bank
Texas
$405K +$39.5K +1,010 +11%
HI
242
Harbour Investments
Wisconsin
$394K +$358K +9,163 +1,006%
TI
243
Trexquant Investment
Connecticut
$392K -$167K -4,277 -30%
EHC
244
Everett Harris & Co
California
$391K – – –
SI
245
Stephens Inc
Arkansas
$383K – – –
1IA
246
1834 Investment Advisors
Wisconsin
$380K -$431K -11,018 -53%
SVWG
247
Shared Vision Wealth Group
United States
$379K +$379K +9,701 New
HPM
248
Hoxton Planning & Management
West Virginia
$379K +$379K +9,680 New
FWP
249
Firethorn Wealth Partners
Georgia
$378K +$378K +9,676 New
Bessemer Group
250
Bessemer Group
New Jersey
$371K +$59K +1,510 +19%
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