We are live on ! Find out more
IXC icon

iShares Global Energy ETF

369 hedge funds and large institutions have $1.15B invested in iShares Global Energy ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 166 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

23,425% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.46% less ownership

Funds ownership: 61.31%55.85% (-5.5%)

8% less funds holding

Funds holding: 400369 (-31)

21% less capital invested

Capital invested by funds: $1.44B → $1.15B (-$298M)

48% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 166

54% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 54

Holders
369
Holders Change
-31
Holders Change %
-7.75%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
87
Reduced
166
Closed
54
Calls
$1.88M
Puts
$8K
Net Calls
+$1.87M
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
226
Trexquant Investment
Connecticut
$217K -$824K -20,089 -79%
SP
227
Stonebrook Private
Michigan
$217K -$1.09M -26,518 -83%
HFA
228
High Falls Advisors
New York
$216K -$27.2K -663 -11%
APP
229
Avantax Planning Partners
Iowa
$214K
AG
230
Ascent Group
Virginia
$210K +$213K +5,196 New
SB
231
Simmons Bank
Arkansas
$208K
SIC
232
Salem Investment Counselors
North Carolina
$206K
WAM
233
WNY Asset Management
New York
$205K -$51.3K -1,250 -20%
TA
234
Townsend & Associates
Colorado
$205K
FHC
235
First Heartland Consultants
Missouri
$203K +$206K +5,014 New
BFA
236
Bright Financial Advisors
Michigan
$202K
SPIA
237
Steward Partners Investment Advisory
New York
$202K +$24.7K +603 +14%
TF
238
Tompkins Financial
New York
$194K -$4.72K -115 -2%
GRP
239
Global Retirement Partners
California
$191K +$10.4K +253 +6%
SWM
240
Spire Wealth Management
Virginia
$185K -$5.74K -140 -3%
William Blair & Company
241
William Blair & Company
Illinois
$184K +$7.79K +190 +4%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$175K -$26.4K -644 -13%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$170K
AIM
244
Anchor Investment Management
South Carolina
$168K +$31.3K +762 +23%
GWP
245
Gen-Wealth Partners
Michigan
$166K +$18.6K +453 +12%
PS
246
Principal Securities
Iowa
$162K -$8.66K -211 -5%
WP
247
WealthShield Partners
North Carolina
$157K -$7.63K -186 -5%
FAM
248
Family Asset Management
South Carolina
$150K -$11.5K -281 -7%
FHA
249
First Horizon Advisors
Tennessee
$149K +$11.3K +275 +8%
HNB
250
Huntington National Bank
Ohio
$148K

IXC Hedge Fund Activity: Q3 2024 in Review

369 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q3 2024, worth a combined $1.15B — down 21% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of IXC and 25 opened new positions — a net loss of 29 holders — while 166 trimmed existing stakes and 87 added.

The largest buyer was Fisher Asset Management, adding an estimated $61.2M. The largest seller was Focus Partners Wealth, cutting an estimated $86.7M.

  • 369 institutional investors held iShares Global Energy ETF (IXC) as of Q3 2024, down from 400 in Q2 2024.
  • Funds reported $1.15B of iShares Global Energy ETF stock for Q3 2024, down 21% quarter-over-quarter.
  • 25 funds opened new iShares Global Energy ETF positions in Q3 2024 and 54 closed out, a net change of -29 holders.
  • The largest iShares Global Energy ETF buyer in Q3 2024 was Fisher Asset Management, an estimated $61.2M added.
  • The largest iShares Global Energy ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $86.7M sold.

Based on aggregated 13F filings for Q3 2024.