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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
PPW
426
Parcion Private Wealth
Washington
-$1.15M -26,841 Closed
Rockefeller Capital Management
427
Rockefeller Capital Management
New York
-$1.08M -25,059 Closed
WWA
428
WCG Wealth Advisors
Nevada
-$1.06M -24,622 Closed
BHWM
429
Bay Harbor Wealth Management
Maryland
-$1.04M -24,193 Closed
SL
430
Sentinus LLC
Illinois
-$1.03M -24,019 Closed
Renaissance Technologies
431
Renaissance Technologies
New York
-$1.02M -23,800 Closed
SWM
432
SigFig Wealth Management
California
-$929K -21,636 Closed
SL
433
SWMG LLC
Texas
-$892K -20,766 Closed
RIA
434
Regal Investment Advisors
Michigan
-$875K -20,383 Closed
TVM
435
True Vision MN
Minnesota
-$865K -19,627 Closed
MLA
436
My Legacy Advisors
Oregon
-$821K -19,119 Closed
SVWG
437
Shared Vision Wealth Group
United States
-$800K -18,622 Closed
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
-$787K -18,330 Closed
MFA
439
Mayflower Financial Advisors
Massachusetts
-$785K -18,272 Closed
SWA
440
Stratos Wealth Advisors
Ohio
-$724K -16,855 Closed
MGWM
441
Marks Group Wealth Management
Minnesota
-$680K -15,830 Closed
DAS
442
Diversify Advisory Services
Utah
-$639K -14,771 Closed
BBA
443
Braun-Bostich & Associates
Pennsylvania
-$622K -14,485 Closed
CAG
444
Csenge Advisory Group
Florida
-$618K -14,397 Closed
TWM
445
Tradition Wealth Management
Minnesota
-$615K -14,324 Closed
BWM
446
BlackDiamond Wealth Management
New York
-$579K -13,476 Closed
MWS
447
Maxwell Wealth Strategies
California
-$570K -13,391 Closed
FWP
448
Firethorn Wealth Partners
Georgia
-$573K -13,339 Closed
HPM
449
Hoxton Planning & Management
West Virginia
-$555K -12,921 Closed
AWE
450
Avidian Wealth Enterprises
Texas
-$538K -12,526 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.