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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 %
OLVIG
376
Oliver Lagore Vanvalin Investment Group
Michigan
$88.7K +$988 +23 +1%
LFA
377
LGT Financial Advisors
Texas
$86.7K +$31.8K +740 +58%
IF
378
Integrity Financial
Wyoming
$84.3K -$149K -3,468 -64%
NFSG
379
Newbridge Financial Services Group
Florida
$83.5K +$344 +8 +0.4%
AWM
380
Avior Wealth Management
Nebraska
$77.2K +$77.2K +1,797 New
SIS
381
Sound Income Strategies
Florida
$76.7K +$17.2K +400 +29%
GM
382
GeoWealth Management
Illinois
$74.5K +$74.5K +1,734 New
MG
383
Mather Group
Illinois
$71.6K +$71.6K +1,830 New
EDRH
384
Edmond de Rothschild Holding
Switzerland
$66.1K +$16.8K +390 +34%
CWP
385
Concord Wealth Partners
Virginia
$61.7K +$601 +14 +1%
FCA
386
FinTrust Capital Advisors
South Carolina
$60.5K +$3.61K +84 +6%
PIA
387
Powell Investment Advisors
Florida
$57.8K – – –
NRC
388
New Republic Capital
North Carolina
$57.6K +$13.6K +316 +31%
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$55.3K – – –
GEA
390
Glen Eagle Advisors
New Jersey
$54.5K – – –
PB
391
Pinnacle Bancorp
Nebraska
$49.7K +$86 +2 +0.2%
SFFS
392
Stonehage Fleming Financial Services
Jersey
$43.6K – – –
Bank Julius Baer & Co
393
Bank Julius Baer & Co
Switzerland
$42.9K – – –
GFPC
394
Global Financial Private Client
Florida
$38.1K +$2.73K +63 +8%
GJWM
395
Gilliland Jeter Wealth Management
Arkansas
$36.9K +$36.9K +859 New
EAM
396
Erste Asset Management
Austria
$34.4K – – –
CA
397
Continuum Advisory
Idaho
$33.8K +$33.8K +772 New
RG
398
Retirement Group
California
$33.3K – – –
IGWM
399
ICA Group Wealth Management
Colorado
$28K +$344 +8 +1%
HIA
400
Harbor Investment Advisory
Maryland
$27.9K +$1.89K +44 +7%
14 15
16
17 18