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iShares Global Energy ETF

369 hedge funds and large institutions have $1.15B invested in iShares Global Energy ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 166 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

23,425% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.46% less ownership

Funds ownership: 61.31%55.85% (-5.5%)

8% less funds holding

Funds holding: 400369 (-31)

21% less capital invested

Capital invested by funds: $1.44B → $1.15B (-$298M)

48% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 166

54% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 54

Holders
369
Holders Change
-31
Holders Change %
-7.75%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
87
Reduced
166
Closed
54
Calls
$1.88M
Puts
$8K
Net Calls
+$1.87M
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
401
Alera Investment Advisors
Illinois
-$253K -6,105 Closed
UCFA
402
United Capital Financial Advisors
Texas
-$249K -5,997 Closed
BFG
403
Beacon Financial Group
Texas
-$243K -5,843 Closed
YIH
404
Y-Intercept (HK)
Hong Kong
-$240K -5,778 Closed
WA
405
Wealth Alliance
New York
-$231K -5,575 Closed
AAS
406
Ameritas Advisory Services
Nebraska
-$228K -5,495 Closed
EWA
407
Emergent Wealth Advisors
New York
-$224K -5,386 Closed
AWA
408
Arete Wealth Advisors
Illinois
-$205K -4,937 Closed
APW
409
Austin Private Wealth
Texas
-$202K -4,860 Closed
SWP
410
Stratos Wealth Partners
Ohio
-$201K -4,838 Closed
KFS
411
Kelly Financial Services
Massachusetts
-$101K -2,429 Closed
NFSG
412
Newbridge Financial Services Group
Florida
-$39.7K -956 Closed
AWM
413
Activest Wealth Management
Florida
-$25.4K -619 Closed
WWMSC
414
Wagner Wealth Management (South Carolina)
South Carolina
-$16.6K -400 Closed
ATPW
415
Ashton Thomas Private Wealth
Arizona
-$9.67K -233 Closed
PIS
416
POM Investment Strategies
North Carolina
-$8.76K -211 Closed
HGERS
417
Householder Group Estate & Retirement Specialist
Arizona
-$7K -175 Closed
PBK
418
Peoples Bank (Kansas)
Kansas
-$6.22K -150 Closed
CAM
419
Chesapeake Asset Management
New York
-$3.78K -91 Closed
DJSG
420
D.J. St. Germain
Massachusetts
-$664 -16 Closed
MSG
421
Main Street Group
Virginia
-$542 -13 Closed
GI
422
Gradient Investments
Minnesota
-$457 -11 Closed

IXC Hedge Fund Activity: Q3 2024 in Review

369 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q3 2024, worth a combined $1.15B — down 21% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of IXC and 25 opened new positions — a net loss of 29 holders — while 166 trimmed existing stakes and 87 added.

The largest buyer was Fisher Asset Management, adding an estimated $61.2M. The largest seller was Focus Partners Wealth, cutting an estimated $86.7M.

  • 369 institutional investors held iShares Global Energy ETF (IXC) as of Q3 2024, down from 400 in Q2 2024.
  • Funds reported $1.15B of iShares Global Energy ETF stock for Q3 2024, down 21% quarter-over-quarter.
  • 25 funds opened new iShares Global Energy ETF positions in Q3 2024 and 54 closed out, a net change of -29 holders.
  • The largest iShares Global Energy ETF buyer in Q3 2024 was Fisher Asset Management, an estimated $61.2M added.
  • The largest iShares Global Energy ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $86.7M sold.

Based on aggregated 13F filings for Q3 2024.