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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
GRP
276
Global Retirement Partners
California
$185K -$149K -3,470 -44%
SPIA
277
Steward Partners Investment Advisory
New York
$182K -$1.22M -28,428 -87%
William Blair & Company
278
William Blair & Company
Illinois
$180K +$771 +18 +0.4%
HI
279
Harbour Investments
Wisconsin
$177K -$306K -7,131 -63%
PS
280
Principal Securities
Iowa
$175K -$24K -561 -12%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$173K
WP
282
WealthShield Partners
North Carolina
$169K -$826K -19,269 -83%
FAM
283
Family Asset Management
South Carolina
$166K +$143K +3,345 +519%
HNB
284
Huntington National Bank
Ohio
$156K
GWP
285
Gen-Wealth Partners
Michigan
$152K -$456K -10,641 -74%
FHA
286
First Horizon Advisors
Tennessee
$142K -$830K -19,373 -85%
IAIM
287
International Assets Investment Management
Florida
$141K +$145K +3,389 New
AIM
288
Anchor Investment Management
South Carolina
$140K -$4.24K -99 -3%
MG
289
Mather Group
Illinois
$139K +$60.4K +1,409 +77%
Comerica Bank
290
Comerica Bank
Texas
$139K -$207K -4,839 -59%
RIA
291
Realta Investment Advisors
Delaware
$134K -$7.54K -176 -5%
Deutsche Bank
292
Deutsche Bank
Germany
$134K
MHR
293
Matthew Hamilton Rosenberg
$124K +$20.9K +488 +20%
BCP
294
Blue Chip Partners
Michigan
$105K +$1.24K +29 +1%
KFS
295
Kelly Financial Services
Massachusetts
$101K -$1.19M -27,720 -92%
FWP
296
FAS Wealth Partners
Kansas
$96.7K
PTC
297
Private Trust Company
Ohio
$94.1K -$80K -1,867 -45%
SS
298
Sunbelt Securities
Texas
$93.6K +$83.4K +1,945 +629%
SWC
299
Spectrum Wealth Counsel
Indiana
$93.3K -$1.8M -41,977 -95%
AA
300
Ancora Advisors
Ohio
$89.2K -$826K -19,282 -90%

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.