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iShares Global Energy ETF
IXC

Overview Fund Activity

466 hedge funds and large institutions have $2.43B invested in iShares Global Energy ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+35
Holders Change %
+8.12%
% of All Funds
6.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
80
Increased
237
Reduced
84
Closed
34
Calls
$1.48M
Puts
$747K
Net Calls
+$737K
Net Calls Change
-$872K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$314M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$114M
3
BlackRock
3
BlackRock
New York
$80.2M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$28.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$339M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$253K
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.5M
5
UBS Group
5
UBS Group
Switzerland
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
301
Retirement Planning Group (Kansas)
Kansas
$319K +$14K +327 +5%
WP
302
WealthPLAN Partners
Nebraska
$313K +$27.1K +631 +9%
TPWA
303
Twin Peaks Wealth Advisors
California
$309K +$309K +7,205 New
CAM
304
Concorde Asset Management
Michigan
$304K +$62.8K +1,461 +26%
AWM
305
Axxcess Wealth Management
California
$301K – – –
RFP
306
RCS Financial Planning
Maryland
$300K -$69.4K -1,615 -19%
MFIM
307
Mesirow Financial Investment Management
Illinois
$300K -$9.54K -222 -3%
TF
308
Theory Financial
Colorado
$298K +$298K +6,934 New
WAM
309
WNY Asset Management
New York
$298K -$52K -1,211 -15%
AAP
310
Arax Advisory Partners
Colorado
$296K +$2.62K +61 +0.9%
IC
311
IEQ Capital
California
$295K – – –
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
$294K +$129K +3,009 +78%
RW
313
Regimen Wealth
Georgia
$294K +$12.2K +284 +4%
TPWA
314
TRUE Private Wealth Advisors
Oregon
$291K +$39.3K +915 +16%
JWA
315
JFS Wealth Advisors
Pennsylvania
$290K +$122K +2,830 +72%
IAN
316
Integrated Advisors Network
Texas
$287K -$1.42K -33 -0.5%
Bessemer Group
317
Bessemer Group
New Jersey
$279K -$129K -3,000 -32%
LWM
318
Laidlaw Wealth Management
New York
$278K – – –
MPW
319
MGO Private Wealth
California
$276K – – –
DZ Bank
320
DZ Bank
Germany
$269K +$83.9K +1,953 +45%
VPP
321
Vertex Planning Partners
Illinois
$265K +$265K +6,163 New
PWA
322
Provenance Wealth Advisors
Florida
$265K – – –
WMP
323
Wealth Management Partners
Arizona
$264K -$31.1K -724 -11%
SPI
324
Sutton Place Investors
New York
$260K +$260K +6,063 New
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$259K +6,037 New
11 12
13
14 15