We are live on ! Find out more
IXC icon

iShares Global Energy ETF

400 hedge funds and large institutions have $1.44B invested in iShares Global Energy ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 193 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,463% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10.92% less ownership

Funds ownership: 72.23%61.31% (-11%)

14% less funds holding

Funds holding: 467400 (-67)

41% less capital invested

Capital invested by funds: $2.43B → $1.44B (-$985M)

53% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 193

55% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 110

Holders
400
Holders Change
-67
Holders Change %
-14.35%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
91
Reduced
193
Closed
110
Calls
$1.25M
Puts
$8K
Net Calls
+$1.24M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
251
Y-Intercept (HK)
Hong Kong
$240K -$1.58M -36,801 -86%
FFN
252
Focus Financial Network
Minnesota
$239K -$631K -14,726 -72%
MA
253
MBA Advisors
Pennsylvania
$237K
AWS
254
Atria Wealth Solutions
New York
$233K -$3.87M -90,247 -94%
Daiwa Securities Group
255
Daiwa Securities Group
Japan
$232K +$68.6K +1,600 +40%
WA
256
Wealth Alliance
New York
$231K -$1.68M -39,171 -88%
AAS
257
Ameritas Advisory Services
Nebraska
$228K -$11.1K -258 -4%
FPCP
258
Fort Point Capital Partners
California
$224K
EWA
259
Emergent Wealth Advisors
New York
$224K -$16.6K -388 -7%
APP
260
Avantax Planning Partners
Iowa
$220K +$227K +5,295 New
CA
261
Claro Advisors
Massachusetts
$219K -$350K -8,178 -61%
SB
262
Simmons Bank
Arkansas
$213K -$24.8K -579 -10%
SIC
263
Salem Investment Counselors
North Carolina
$212K
TA
264
Townsend & Associates
Colorado
$208K
BFA
265
Bright Financial Advisors
Michigan
$208K -$129 -3 -0.1%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$206K +$63.2K +1,475 +42%
AWA
267
Arete Wealth Advisors
Illinois
$205K +$212K +4,937 New
WWP
268
WR Wealth Planners
Missouri
$205K +$6.68K +156 +3%
TF
269
Tompkins Financial
New York
$204K +$4.93K +115 +2%
MIS
270
Morningstar Investment Services
Illinois
$204K -$306K -7,135 -59%
APW
271
Austin Private Wealth
Texas
$202K -$4.26M -99,385 -95%
EWA
272
EverSource Wealth Advisors
Alabama
$202K +$87K +2,031 +74%
SWP
273
Stratos Wealth Partners
Ohio
$201K +$207K +4,838 New
SWM
274
Spire Wealth Management
Virginia
$196K -$853K -19,911 -81%
CFD
275
Creative Financial Designs
Indiana
$191K +$5.18K +121 +3%

IXC Hedge Fund Activity: Q2 2024 in Review

400 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2024, worth a combined $1.44B — down 41% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of IXC and 50 opened new positions — a net loss of 60 holders — while 193 trimmed existing stakes and 91 added.

The largest buyer was Focus Partners Wealth, adding an estimated $74.8M. The largest seller was Envestnet Asset Management, cutting an estimated $304M.

  • 400 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2024, down from 467 in Q1 2024.
  • Funds reported $1.44B of iShares Global Energy ETF stock for Q2 2024, down 41% quarter-over-quarter.
  • 50 funds opened new iShares Global Energy ETF positions in Q2 2024 and 110 closed out, a net change of -60 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $74.8M added.
  • The largest iShares Global Energy ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2024.