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iShares Global Energy ETF
IXC

Overview Fund Activity

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$84.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$78.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.7M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$168K
2
PPW
2
Parcion Private Wealth
Washington
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
CIM
4
Cambria Investment Management
California
$0
5
B
5
Barings
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
276
Simon Quick Advisors
New Jersey
$298K +$4.73K +121 +2%
GRP
277
Global Retirement Partners
California
$295K +$295K +7,819 New
VWM
278
Venturi Wealth Management
Texas
$292K +$288K +7,368 +7,224%
CWM
279
CCG Wealth Management
California
$290K -$4.54K -116 -2%
MWM
280
Maripau Wealth Management
Indiana
$286K +$286K +7,316 New
Jones Financial Companies
281
Jones Financial Companies
Missouri
$285K +$285K +7,284 New
MFIM
282
Mesirow Financial Investment Management
Illinois
$282K +$282K +7,199 New
FFWA
283
Forthright Family Wealth Advisory
Texas
$281K +$281K +7,177 New
ACA
284
Affinity Capital Advisors
California
$279K +$279K +7,139 New
RPGK
285
Retirement Planning Group (Kansas)
Kansas
$277K – – –
CC
286
Copperleaf Capital
North Carolina
$277K +$277K +7,084 New
Chevy Chase Trust
287
Chevy Chase Trust
Maryland
$276K – – –
AWA
288
Arete Wealth Advisors
Illinois
$274K +$274K +7,010 New
AWM
289
Axxcess Wealth Management
California
$274K +$3.72K +95 +1%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$273K +$87.2K +2,233 +47%
WMP
291
Wealth Management Partners
Arizona
$269K -$9.78K -250 -4%
IC
292
IEQ Capital
California
$269K – – –
AAP
293
Arax Advisory Partners
Colorado
$267K -$45.1K -1,154 -14%
IAN
294
Integrated Advisors Network
Texas
$262K +$1.64K +42 +0.6%
WP
295
WealthPLAN Partners
Nebraska
$260K +$260K +6,659 New
GWP
296
Gateway Wealth Partners
Wisconsin
$258K +$258K +6,608 New
SWIG
297
Strategic Wealth Investment Group
Kentucky
$258K +$258K +6,598 New
RW
298
Regimen Wealth
Georgia
$257K +$257K +6,561 New
LWM
299
Laidlaw Wealth Management
New York
$253K -$28.3K -723 -10%
MPW
300
MGO Private Wealth
California
$251K +$251K +6,426 New
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