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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 %
FFS
251
Founders Financial Securities
Maryland
$550K +$9.45K +220 +2%
MA
252
Mutual Advisors
Nebraska
$546K -$494K -11,492 -47%
AWE
253
Avidian Wealth Enterprises
Texas
$538K +$80.2K +1,867 +18%
SW
254
Simplicity Wealth
New Jersey
$531K +$151K +3,517 +40%
FFWA
255
Forthright Family Wealth Advisory
Texas
$527K +$218K +5,085 +71%
CPC
256
Cookson Peirce & Co
Pennsylvania
$518K -$258 -6 -0%
BBVA
257
Banco Bilbao Vizcaya Argentaria
Spain
$516K -$8.64M -203,835 -94%
MIS
258
Morningstar Investment Services
Illinois
$513K -$151K -3,543 -23%
SFS
259
Sowell Financial Services
Arkansas
$512K -$7.39K -172 -1%
GWM
260
Geneos Wealth Management
Colorado
$498K – – –
WCFA
261
Walkner Condon Financial Advisors
Wisconsin
$498K +$35.7K +833 +8%
HI
262
Harbour Investments
Wisconsin
$489K +$56.5K +1,316 +13%
MC
263
Moors & Cabot
Massachusetts
$482K -$16.2K -378 -3%
VCP
264
Verus Capital Partners
Arizona
$482K +$138K +3,211 +40%
LF
265
Lantz Financial
Illinois
$477K +$133K +3,103 +39%
SAW
266
Signal Advisors Wealth
Michigan
$471K +$137K +3,179 +41%
CWA
267
Clearview Wealth Advisors
Oregon
$468K +$468K +10,901 New
KWS
268
Keystone Wealth Services
California
$453K -$14.8K -345 -3%
IWP
269
Insight Wealth Partners
Texas
$431K +$40.4K +941 +10%
UAG
270
United Advisor Group
Ohio
$430K +$430K +10,011 New
EHC
271
Everett Harris & Co
California
$430K – – –
TCA
272
Transcend Capital Advisors
New Jersey
$428K +$208K +4,835 +94%
SI
273
Stephens Inc
Arkansas
$421K +$258 +6 +0.1%
1IA
274
1834 Investment Advisors
Wisconsin
$417K – – –
FRA
275
FFG Retirement Advisors
Colorado
$415K +$14.4K +335 +4%
9 10
11
12 13