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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
FIA
401
Foundations Investment Advisors
Arizona
-$13.3M -308,531 Closed
AWMS
402
Advocacy Wealth Management Services
Georgia
-$12.7M -295,021 Closed
JC
403
JB Capital
Connecticut
-$10.5M -243,460 Closed
CA
404
CoreCap Advisors
Michigan
-$6.9M -160,602 Closed
LNC
405
Lincoln National Corp
Pennsylvania
-$6.14M -142,902 Closed
SFO
406
Stokes Family Office
Louisiana
-$5.62M -130,763 Closed
PFA
407
Pettinga Financial Advisors
Indiana
-$4.73M -110,113 Closed
SHJ
408
Sharkey, Howes & Javer
Colorado
-$2.97M -69,162 Closed
I
409
INVST
Indiana
-$2.89M -66,873 Closed
KWM
410
Kingsview Wealth Management
Oregon
-$2.87M -66,784 Closed
SXL
411
Summit X LLC
Missouri
-$2.78M -64,655 Closed
AIA
412
Alternative Investment Advisors
Florida
-$2.5M -57,868 Closed
SW
413
SteelPeak Wealth
California
-$2.36M -54,924 Closed
AG
414
Ascent Group
Virginia
-$2.25M -52,415 Closed
AWP
415
Avid Wealth Partners
Texas
-$2.13M -49,695 Closed
KFSC
416
Keystone Financial Services (Colorado)
Colorado
-$1.96M -45,692 Closed
PWA
417
Physician Wealth Advisors
Utah
-$1.94M -44,903 Closed
BWM
418
BCGM Wealth Management
Indiana
-$1.79M -41,771 Closed
BIG
419
Bush Investment Group
Georgia
-$1.7M -39,512 Closed
PFG
420
PAX Financial Group
Texas
-$1.55M -36,077 Closed
TF
421
Trek Financial
Arizona
-$1.53M -35,524 Closed
Legacy Financial Group (Iowa)
422
Legacy Financial Group (Iowa)
Iowa
-$1.44M -33,565 Closed
BCM
423
Brookstone Capital Management
Illinois
-$1.44M -33,511 Closed
CAM
424
Cobblestone Asset Management
Virginia
-$1.23M -28,555 Closed
KC
425
Kepos Capital
New York
-$1.17M -27,256 Closed

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.