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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
SS
251
Sunbelt Securities
Texas
$104K +$6.06K +148 +6%
MHR
252
Matthew Hamilton Rosenberg
$93.6K -$20K -488 -17%
MCA
253
Midwest Capital Advisors
Michigan
$68.8K +$73.8K +1,802 New
PWA
254
Principia Wealth Advisory
Texas
$68.5K +$73.5K +1,795 New
EWA
255
EverSource Wealth Advisors
Alabama
$68.4K -$14.2K -347 -16%
SWC
256
Spectrum Wealth Counsel
Indiana
$64.4K
HI
257
Harbour Investments
Wisconsin
$63.8K +$1.43K +35 +2%
BTI
258
Blue Trust Inc
Georgia
$62.2K -$35.5K -868 -35%
CFP
259
Comprehensive Financial Planning
Pennsylvania
$61.2K +$65.6K +1,603 New
IF
260
Integrity Financial
Wyoming
$57.7K -$20.1K -490 -25%
WAS
261
Winch Advisory Services
Wisconsin
$56.6K +$53.7K +1,313 +777%
OP
262
ORG Partners
Indiana
$54.9K -$41 -1 -0.1%
PIA
263
Powell Investment Advisors
Florida
$53.8K +$1.27K +31 +2%
BA
264
Bristlecone Advisors
Washington
$53.5K
FWP
265
FAS Wealth Partners
Kansas
$50.8K -$40.9K -1,000 -43%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$49.2K -$33.8K -826 -39%
FHA
267
First Horizon Advisors
Tennessee
$47.8K -$99.8K -2,439 -66%
GEA
268
Glen Eagle Advisors
New Jersey
$47.3K
PB
269
Pinnacle Bancorp
Nebraska
$46K +$982 +24 +2%
CWP
270
Concord Wealth Partners
Virginia
$45.3K -$11K -269 -18%
GT
271
Glenmede Trust
Pennsylvania
$45.2K +$27.7K +676 +133%
PCMC
272
Private Capital Management (Colorado)
Colorado
$44.6K +$47.8K +1,168 New
EDRH
273
Edmond de Rothschild Holding
Switzerland
$43.9K
CAWM
274
Capital A Wealth Management
Pennsylvania
$39.8K +$42.6K +1,042 New
IWM
275
IMG Wealth Management
Florida
$39.6K +$42.4K +1,036 New

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.