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iShares Global Energy ETF

376 hedge funds and large institutions have $1.18B invested in iShares Global Energy ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,135% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $141K

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

6.61% more ownership

Funds ownership: 55.85%62.45% (+6.6%)

2% more funds holding

Funds holding: 369376 (+7)

3% more capital invested

Capital invested by funds: $1.15B → $1.18B (+$38.4M)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 123

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
376
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
116
Reduced
123
Closed
48
Calls
$1.74M
Puts
$141K
Net Calls
+$1.6M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
226
Daiwa Securities Group
Japan
$214K
FPCP
227
Fort Point Capital Partners
California
$213K -$7.74K -189 -3%
BRWA
228
B. Riley Wealth Advisors
Florida
$209K -$24.5K -598 -10%
AAS
229
Ameritas Advisory Services
Nebraska
$208K +$223K +5,440 New
TA
230
Townsend & Associates
Colorado
$205K
APP
231
Avantax Planning Partners
Iowa
$202K +$164 +4 +0.1%
SIC
232
Salem Investment Counselors
North Carolina
$195K
AIM
233
Anchor Investment Management
South Carolina
$187K +$31K +758 +18%
SPIA
234
Steward Partners Investment Advisory
New York
$186K -$4.75K -116 -2%
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$183K -$128K -3,129 -39%
SWM
236
Spire Wealth Management
Virginia
$182K +$8.23K +201 +4%
Comerica Bank
237
Comerica Bank
Texas
$175K +$53.9K +1,316 +40%
MEG
238
Millstone Evans Group
Colorado
$173K +$186K +4,535 New
GRP
239
Global Retirement Partners
California
$171K -$9.5K -232 -5%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$170K +$5.28K +129 +3%
William Blair & Company
241
William Blair & Company
Illinois
$165K -$8.51K -208 -5%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$165K
GWP
243
Gen-Wealth Partners
Michigan
$165K +$8.31K +203 +5%
PS
244
Principal Securities
Iowa
$162K +$9.25K +226 +6%
HNB
245
Huntington National Bank
Ohio
$156K
SS
246
SBI Securities
Japan
$156K +$167K +4,083 New
WP
247
WealthShield Partners
North Carolina
$136K -$12.6K -308 -8%
RWS
248
Retirement Wealth Solutions
Wisconsin
$130K +$135K +3,304 New
EPIME
249
Evelyn Partners Investment Management (Europe)
$128K +$137K +3,344 New
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$114K +$52.7K +1,287 +76%

IXC Hedge Fund Activity: Q4 2024 in Review

376 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2024, worth a combined $1.18B — up 3.4% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IXC positions and 48 closed out — a net gain of 15 holders — while 116 added to existing stakes and 123 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $38.6M. The largest seller was Susquehanna International Group, cutting an estimated $17.8M.

  • 376 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2024, up from 369 in Q3 2024.
  • Funds reported $1.18B of iShares Global Energy ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 63 funds opened new iShares Global Energy ETF positions in Q4 2024 and 48 closed out, a net change of +15 holders.
  • The largest iShares Global Energy ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $38.6M added.
  • The largest iShares Global Energy ETF seller in Q4 2024 was Susquehanna International Group, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2024.