We are live on ! Find out more
IXC icon

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
PTC
276
Private Trust Company
Ohio
$38.5K +$368 +9 +0.9%
Bank Julius Baer & Co
277
Bank Julius Baer & Co
Switzerland
$38.2K +$2.54K +62 +7%
AWM
278
Avior Wealth Management
Nebraska
$37.9K +$6.59K +161 +19%
GM
279
GeoWealth Management
Illinois
$35K +$15.7K +384 +72%
TSMHT
280
Thurston Springer Miller Herd & Titak
Indiana
$34K
VHAM
281
Van Hulzen Asset Management
California
$31.1K +$33.3K +814 New
KBFS
282
Kohmann Bosshard Financial Services
Ohio
$30.8K +$33K +807 New
AA
283
Ancora Advisors
Ohio
$30.5K -$6.67K -163 -17%
CCA
284
Criterion Capital Advisors
Tennessee
$28.5K
NFSG
285
Newbridge Financial Services Group
Florida
$27.9K +$30K +732 New
BPAMU
286
BTG Pactual Asset Management US
New York
$25.5K +$24.8K +606 New
NMG
287
New Millennium Group
Utah
$25.4K -$33.8K -825 -55%
AT
288
Arlington Trust
Alabama
$25.2K
HIA
289
Harbor Investment Advisory
Maryland
$24.4K
SFC
290
SYM Financial Corp
Indiana
$23.9K
OFG
291
Oxford Financial Group
Indiana
$23.6K
FWM
292
FLP Wealth Management
Arkansas
$23.1K +$24.8K +606 New
BONH
293
Bank of New Hampshire
New Hampshire
$22.9K
PA
294
Pineridge Advisors
Missouri
$22.8K +$532 +13 +2%
IA
295
IFP Advisors
Florida
$22.7K -$210K -5,129 -90%
NCM
296
Northwest Capital Management
Oregon
$21.6K
GSWM
297
Golden State Wealth Management
California
$20.7K +$22.1K +541 New
LCM
298
Logan Capital Management
Pennsylvania
$20.2K
BC
299
Barrett & Company
Rhode Island
$20K +$491 +12 +2%
BIM
300
Breakwater Investment Management
Washington
$19.6K

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.