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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 %
FRA
426
Front Row Advisors
California
$10.7K – – –
GI
427
GAMMA Investing
California
$10.4K – – –
AWM
428
Atticus Wealth Management
Florida
$9.79K +$2.58K +60 +36%
CSC
429
Caldwell Sutter Capital
California
$9.62K +$601 +14 +7%
FFA
430
Founders Financial Alliance
North Carolina
$7.99K +$7.99K +186 New
VWWMG
431
Vermillion & White Wealth Management Group
Pennsylvania
$7.82K +$7.82K +182 New
SSB
432
Sandy Spring Bank
Maryland
$7.65K +$7.65K +178 New
SWM
433
Sugarloaf Wealth Management
Georgia
$7.56K +$7.56K +176 New
HGERS
434
Householder Group Estate & Retirement Specialist
Arizona
$7.52K – – –
PP
435
Pacifica Partners
Canada
$7.26K +$127 +3 +2%
WAS
436
Winch Advisory Services
Wisconsin
$7.1K – – –
AW
437
Avion Wealth
Texas
$7K – – –
TC
438
Truvestments Capital
Florida
$6.44K – – –
PBK
439
Peoples Bank (Kansas)
Kansas
$6.44K – – –
PPC
440
Park Place Capital
Alabama
$6.36K -$7.86K -183 -55%
TCM
441
TruNorth Capital Management
Michigan
$6.23K +$6.23K +145 New
EW
442
Element Wealth
Mississippi
$5.88K +$5.88K +137 New
FCMT
443
Founders Capital Management (Texas)
Texas
$5.67K – – –
WA
444
Waverly Advisors
Alabama
$5.2K +$5.2K +121 New
HFS
445
Hantz Financial Services
Michigan
$5K +$5K +112 New
NP
446
NorthRock Partners
Minnesota
$4.84K +$2.87K +67 +146%
PFM
447
Phillips Financial Management
Indiana
$4.59K -$728 -17 -14%
S
448
SignatureFD
Georgia
$4.47K +$2.53K +59 +131%
OSAM
449
O'Shaughnessy Asset Management
Connecticut
$4.3K – – –
NB
450
NBT Bank
New York
$3.87K +$3.14K +73 +429%
16 17
18
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