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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
SFC
326
SYM Financial Corp
Indiana
$26K
AWM
327
Activest Wealth Management
Florida
$25.7K
OFG
328
Oxford Financial Group
Indiana
$25.6K
US Bancorp
329
US Bancorp
Minnesota
$25.4K -$3.58M -83,647 -99%
BONH
330
Bank of New Hampshire
New Hampshire
$24.9K
LFA
331
LGT Financial Advisors
Texas
$24.8K -$60.9K -1,420 -70%
PA
332
Pineridge Advisors
Missouri
$24.3K
NCM
333
Northwest Capital Management
Oregon
$23.5K -$2.22M -51,776 -99%
LCM
334
Logan Capital Management
Pennsylvania
$22K
BIM
335
Breakwater Investment Management
Washington
$21.3K
BC
336
Barrett & Company
Rhode Island
$21.2K +$471 +11 +2%
EW
337
Element Wealth
Mississippi
$21.1K +$15.9K +372 +272%
YDMI
338
Y.D. More Investments
Israel
$20.2K
SFC
339
Strategic Financial Concepts
Texas
$19.1K +$585K +13,658 New
WWMSC
340
Wagner Wealth Management (South Carolina)
South Carolina
$16.6K
AF
341
Advisornet Financial
Minnesota
$16.5K -$2.58M -60,282 -99%
SWM
342
Sugarloaf Wealth Management
Georgia
$14.1K +$6.99K +163 +93%
TFGT
343
TS Financial Group (TSFG)
Illinois
$13K -$1.05M -24,470 -99%
GJIA
344
Glass Jacobson Investment Advisors
Maryland
$12.5K
GJWM
345
Gilliland Jeter Wealth Management
Arkansas
$11K -$25.5K -594 -69%
CHA
346
Carmichael Hill & Associates
Maryland
$10.9K
Russell Investments Group
347
Russell Investments Group
United Kingdom
$10.9K +$11.2K +262 New
FRA
348
Front Row Advisors
California
$10.3K
GI
349
GAMMA Investing
California
$10K
AWM
350
Aspire Wealth Management
Massachusetts
$9.84K -$127K -2,974 -93%

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.