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iShares Global Energy ETF
IXC

Overview Fund Activity

374 hedge funds and large institutions have $1.18B invested in iShares Global Energy ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
4.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
116
Reduced
123
Closed
48
Calls
$1.74M
Puts
$141K
Net Calls
+$1.6M
Net Calls Change
-$274K

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
$36M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$34.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.4M
4
Fisher Asset Management
Fisher Asset Management
Washington
$387M
5
FTUS
Flow Traders U.S.
New York
$7.08M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.85M
2
Morgan Stanley
Morgan Stanley
New York
$37.1M
3
AWA
Adapt Wealth Advisors
Georgia
$0
4
ASN
Advisory Services Network
Georgia
$0
5
Jane Street
Jane Street
New York
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
226
Daiwa Securities Group
Japan
$214K – – –
FPCP
227
Fort Point Capital Partners
California
$213K -$7.22K -189 -3%
BRWA
228
B. Riley Wealth Advisors
Florida
$209K -$22.8K -598 -10%
AAS
229
Ameritas Advisory Services
Nebraska
$208K +$208K +5,440 New
TA
230
Townsend & Associates
Colorado
$205K – – –
APP
231
Avantax Planning Partners
Iowa
$202K +$153 +4 +0.1%
SIC
232
Salem Investment Counselors
North Carolina
$195K – – –
AIM
233
Anchor Investment Management
South Carolina
$187K +$28.9K +758 +18%
SPIA
234
Steward Partners Investment Advisory
New York
$186K -$4.43K -116 -2%
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$183K -$119K -3,129 -39%
SWM
236
Spire Wealth Management
Virginia
$182K +$7.67K +201 +4%
Comerica Bank
237
Comerica Bank
Texas
$175K +$50.2K +1,316 +40%
MEG
238
Millstone Evans Group
Colorado
$173K +$173K +4,535 New
GRP
239
Global Retirement Partners
California
$171K -$8.86K -232 -5%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$170K +$4.93K +129 +3%
William Blair & Company
241
William Blair & Company
Illinois
$165K -$7.94K -208 -5%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$165K – – –
GWP
243
Gen-Wealth Partners
Michigan
$165K +$7.75K +203 +5%
PS
244
Principal Securities
Iowa
$162K +$8.63K +226 +6%
HNB
245
Huntington National Bank
Ohio
$156K -$148K – –
SS
246
SBI Securities
Japan
$156K +$156K +4,083 New
WP
247
WealthShield Partners
North Carolina
$136K -$11.8K -308 -8%
RWS
248
Retirement Wealth Solutions
Wisconsin
$130K +$130K +3,304 New
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$114K +$49.1K +1,287 +76%
SS
250
Sunbelt Securities
Texas
$104K +$5.58K +148 +6%
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