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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
VWWMG
326
Vermillion & White Wealth Management Group
Pennsylvania
$7.22K
FA
327
Fedenia Advisers
Wisconsin
$7.22K +$7.74K +189 New
PP
328
Pacifica Partners
Canada
$6.88K +$123 +3 +2%
SSB
329
Sandy Spring Bank
Maryland
$6.8K
GFPC
330
Global Financial Private Client
Florida
$6.61K
SWM
331
Sugarloaf Wealth Management
Georgia
$6.41K
AF
332
Advisornet Financial
Minnesota
$6.18K -$7.45K -182 -53%
TFGT
333
TS Financial Group (TSFG)
Illinois
$6K +$41 +1 +0.6%
OWP
334
ORG Wealth Partners
Texas
$5.8K
TC
335
Truvestments Capital
Florida
$5.73K
CTB
336
Country Trust Bank
Illinois
$5.38K
KFI
337
Key Financial Inc
Pennsylvania
$5.27K +$5.65K +138 New
FCMT
338
Founders Capital Management (Texas)
Texas
$5.04K
AW
339
Avion Wealth
Texas
$5K
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$4.47K
PFM
341
Phillips Financial Management
Indiana
$3.81K -$287 -7 -7%
RCM
342
Raleigh Capital Management
North Carolina
$3.2K +$82 +2 +2%
VWM
343
Venturi Wealth Management
Texas
$3.09K -$287 -7 -8%
Simplex Trading
344
Simplex Trading
Illinois
$3K
GWSG
345
GPS Wealth Strategies Group
Colorado
$2.88K +$41 +1 +1%
CT
346
Caldwell Trust
Florida
$2.67K
FFA
347
Founders Financial Alliance
North Carolina
$2.67K
AG
348
AmeriFlex Group
Nevada
$2.27K +$2.37K +58 New
PMFA
349
Plante Moran Financial Advisors
Michigan
$2.21K +$123 +3 +5%
PGAM
350
Princeton Global Asset Management
New Jersey
$2.02K

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.