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iShares Global Energy ETF
IXC

Overview Fund Activity

466 hedge funds and large institutions have $2.43B invested in iShares Global Energy ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+35
Holders Change %
+8.12%
% of All Funds
6.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
80
Increased
237
Reduced
84
Closed
34
Calls
$1.48M
Puts
$747K
Net Calls
+$737K
Net Calls Change
-$872K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$314M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$114M
3
BlackRock
3
BlackRock
New York
$80.2M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$28.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$339M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$253K
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.5M
5
UBS Group
5
UBS Group
Switzerland
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWM
226
Marks Group Wealth Management
Minnesota
$680K +$37.2K +866 +6%
IPAM
227
ICICI Prudential Asset Management
India
$677K +$677K +15,750 New
IA
228
IFG Advisory
Georgia
$671K +$147K +3,428 +28%
GWANC
229
Guardian Wealth Advisors (North Carolina)
North Carolina
$649K – – –
Vontobel Holding
230
Vontobel Holding
Switzerland
$644K -$107K -2,502 -14%
DAS
231
Diversify Advisory Services
Utah
$639K +$639K +14,771 New
BBA
232
Braun-Bostich & Associates
Pennsylvania
$622K +$622K +14,485 New
CAG
233
Csenge Advisory Group
Florida
$618K +$167K +3,892 +37%
BFEC
234
Benjamin F. Edwards & Company
Missouri
$618K +$318K +7,399 +106%
RSWM
235
Robertson Stephens Wealth Management
California
$618K +$149K +3,471 +32%
TWM
236
Tradition Wealth Management
Minnesota
$615K +$27.6K +643 +5%
GWP
237
Gen-Wealth Partners
Michigan
$614K +$614K +14,296 New
FSA
238
Fort Sheridan Advisors
Illinois
$612K +$8.89K +207 +1%
APW
239
Atlantic Private Wealth
North Carolina
$608K – – –
AFM
240
Abbot Financial Management
Massachusetts
$601K +$11.2K +260 +2%
WMA
241
Wealth Management Associates
New Jersey
$582K +$16.2K +390 +3%
BWM
242
BlackDiamond Wealth Management
New York
$579K +$4.72K +110 +0.8%
CA
243
Claro Advisors
Massachusetts
$578K +$578K +13,451 New
Cerity Partners
244
Cerity Partners
New York
$575K -$265K -6,161 -31%
FWP
245
Firethorn Wealth Partners
Georgia
$573K +$157K +3,663 +38%
MWS
246
Maxwell Wealth Strategies
California
$570K +$59.5K +1,400 +12%
IFS
247
Ifrah Financial Services
Arkansas
$566K +$50.3K +1,170 +10%
CWP
248
Cyndeo Wealth Partners
Florida
$560K +$110K +2,562 +24%
HPM
249
Hoxton Planning & Management
West Virginia
$555K +$139K +3,241 +33%
CA
250
Centerpoint Advisors
Massachusetts
$550K – – –
8 9
10
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