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iShares Global Energy ETF
IXC

Overview Fund Activity

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$84.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$78.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.7M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$168K
2
PPW
2
Parcion Private Wealth
Washington
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
CIM
4
Cambria Investment Management
California
$0
5
B
5
Barings
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
351
Sound Income Strategies
Florida
$54.2K +$54.2K +1,386 New
PIA
352
Powell Investment Advisors
Florida
$52.7K +$821 +21 +2%
FCA
353
FinTrust Capital Advisors
South Carolina
$51.8K +$51.8K +1,325 New
PNC Financial Services Group
354
PNC Financial Services Group
Pennsylvania
$50.4K -$301K -7,690 -86%
LFA
355
LGT Financial Advisors
Texas
$50K +$50K +1,278 New
GEA
356
Glen Eagle Advisors
New Jersey
$49.7K – – –
NSG
357
Nalls Sherbakoff Group
Tennessee
$47.3K – – –
NCM
358
Northwest Capital Management
Oregon
$46K +$46K +1,175 New
OFG
359
Oxford Financial Group
Indiana
$45.7K +$45.7K +1,169 New
PB
360
Pinnacle Bancorp
Nebraska
$45.2K +$626 +16 +1%
SFFS
361
Stonehage Fleming Financial Services
Jersey
$45.2K +$45.2K +1,155 New
EDRH
362
Edmond de Rothschild Holding
Switzerland
$45K +$45K +1,150 New
CAS
363
Coppell Advisory Solutions
Texas
$40.7K +$40.7K +1,041 New
NRC
364
New Republic Capital
North Carolina
$40.1K +$40.1K +1,024 New
Bank Julius Baer & Co
365
Bank Julius Baer & Co
Switzerland
$39.1K -$469 -12 -1%
BCM
366
Bourgeon Capital Management
Connecticut
$38.3K – – –
CPG
367
Cornerstone Planning Group
New Jersey
$32.3K +$32.3K +827 New
GFPC
368
Global Financial Private Client
Florida
$32K +$25.2K +644 +372%
EAM
369
Erste Asset Management
Austria
$31.3K – – –
RG
370
Retirement Group
California
$30.3K – – –
IGWM
371
ICA Group Wealth Management
Colorado
$25.2K +$25.2K +644 New
SFC
372
SYM Financial Corp
Indiana
$24.5K – – –
AWM
373
Activest Wealth Management
Florida
$24.2K – – –
HIA
374
Harbor Investment Advisory
Maryland
$23.7K +$4.11K +105 +21%
CCA
375
Criterion Capital Advisors
Tennessee
$23.5K +$23.5K +601 New
13 14
15
16 17