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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 %
PS
351
Principal Securities
Iowa
$206K +$17.1K +398 +9%
IAS
352
Insigneo Advisory Services
Florida
$205K +$205K +4,783 New
WWP
353
WR Wealth Planners
Missouri
$205K +$205K +4,771 New
CFD
354
Creative Financial Designs
Indiana
$192K +$7.95K +185 +4%
William Blair & Company
355
William Blair & Company
Illinois
$186K – – –
HNB
356
Huntington National Bank
Ohio
$182K -$165K – –
UBS AM
357
UBS AM
Illinois
$182K +$182K +4,233 New
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$181K +$181K +4,191 New
FIM
359
Fernwood Investment Management
Massachusetts
$180K +$180K +4,190 New
PTC
360
Private Trust Company
Ohio
$178K +$6.83K +159 +4%
RCM
361
Raleigh Capital Management
North Carolina
$175K +$51.4K +1,196 +42%
Daiwa Securities Group
362
Daiwa Securities Group
Japan
$172K – – –
Fidelity Investments
363
Fidelity Investments
Massachusetts
$150K +$9.58K +223 +7%
AIM
364
Anchor Investment Management
South Carolina
$149K +$4.3K +100 +3%
RIA
365
Realta Investment Advisors
Delaware
$146K +$146K +3,408 New
APC
366
Aspire Private Capital
North Carolina
$144K +$41.2K +960 +40%
TRCT
367
Tower Research Capital (TRC)
New York
$142K +$135K +3,154 +2,117%
Deutsche Bank
368
Deutsche Bank
Germany
$139K -$65.5K -1,524 -32%
AWM
369
Aspire Wealth Management
Massachusetts
$138K +$138K +3,211 New
EWA
370
EverSource Wealth Advisors
Alabama
$119K +$25.5K +591 +27%
BCP
371
Blue Chip Partners
Michigan
$108K +$108K +2,505 New
MHR
372
Matthew Hamilton Rosenberg
$108K – – –
SFA
373
Semmax Financial Advisors
North Carolina
$101K +$38.9K +891 +63%
FWP
374
FAS Wealth Partners
Kansas
$100K – – –
AF
375
Allworth Financial
California
$91.5K -$83.9K -1,954 -48%
13 14
15
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