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iShares Global Energy ETF
IXC

Overview Fund Activity

398 hedge funds and large institutions have $1.44B invested in iShares Global Energy ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 192 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
-68
Holders Change %
-14.59%
% of All Funds
5.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
49
Increased
91
Reduced
192
Closed
110
Calls
$1.25M
Puts
$8K
Net Calls
+$1.24M
Net Calls Change
+$500K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$100M
2
Fisher Asset Management
Fisher Asset Management
Washington
$346M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.3M
4
Jane Street
Jane Street
New York
$30.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.94M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34M
2
BlackRock
BlackRock
New York
$6.66M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.65M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$49.2M
5
LPL Financial
LPL Financial
California
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
401
JB Capital
Connecticut
– -$10.5M -243,460 Closed
CA
402
CoreCap Advisors
Michigan
– -$6.9M -160,602 Closed
LNC
403
Lincoln National Corp
Pennsylvania
– -$6.14M -142,902 Closed
SFO
404
Stokes Family Office
Louisiana
– -$5.62M -130,763 Closed
PFA
405
Pettinga Financial Advisors
Indiana
– -$4.73M -110,113 Closed
SHJ
406
Sharkey, Howes & Javer
Colorado
– -$2.97M -69,162 Closed
I
407
INVST
Indiana
– -$2.89M -66,873 Closed
KWM
408
Kingsview Wealth Management
Oregon
– -$2.87M -66,784 Closed
SXL
409
Summit X LLC
Missouri
– -$2.78M -64,655 Closed
AIA
410
Alternative Investment Advisors
Florida
– -$2.5M -57,868 Closed
SW
411
SteelPeak Wealth
California
– -$2.36M -54,924 Closed
AG
412
Ascent Group
Virginia
– -$2.25M -52,415 Closed
AWP
413
Avid Wealth Partners
Texas
– -$2.13M -49,695 Closed
KFSC
414
Keystone Financial Services (Colorado)
Colorado
– -$1.96M -45,692 Closed
PWA
415
Physician Wealth Advisors
Utah
– -$1.94M -44,903 Closed
BWM
416
BCGM Wealth Management
Indiana
– -$1.79M -41,771 Closed
BIG
417
Bush Investment Group
Georgia
– -$1.7M -39,512 Closed
PFG
418
PAX Financial Group
Texas
– -$1.55M -36,077 Closed
TF
419
Trek Financial
Arizona
– -$1.53M -35,524 Closed
Legacy Financial Group (Iowa)
420
Legacy Financial Group (Iowa)
Iowa
– -$1.44M -33,565 Closed
BCM
421
Brookstone Capital Management
Illinois
– -$1.44M -33,511 Closed
CAM
422
Cobblestone Asset Management
Virginia
– -$1.23M -28,555 Closed
KC
423
Kepos Capital
New York
– -$1.17M -27,256 Closed
PPW
424
Parcion Private Wealth
Washington
– -$1.15M -26,841 Closed
Rockefeller Capital Management
425
Rockefeller Capital Management
New York
– -$1.08M -25,059 Closed
15 16
17
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