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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
SW
451
Simplicity Wealth
New Jersey
-$531K -12,368 Closed
BBVA
452
Banco Bilbao Vizcaya Argentaria
Spain
-$516K -12,180 Closed
SFS
453
Sowell Financial Services
Arkansas
-$512K -11,919 Closed
VCP
454
Verus Capital Partners
Arizona
-$482K -11,217 Closed
LF
455
Lantz Financial
Illinois
-$477K -11,099 Closed
SAW
456
Signal Advisors Wealth
Michigan
-$471K -10,961 Closed
CWA
457
Clearview Wealth Advisors
Oregon
-$468K -10,901 Closed
UAG
458
United Advisor Group
Ohio
-$430K -10,011 Closed
TCA
459
Transcend Capital Advisors
New Jersey
-$428K -9,955 Closed
MWM
460
Mosley Wealth Management
California
-$404K -9,408 Closed
WAL
461
W Advisors LLC
Tennessee
-$395K -9,189 Closed
ICP
462
Interchange Capital Partners
Pennsylvania
-$384K -8,918 Closed
AA
463
Advisory Alpha
Michigan
-$379K -8,830 Closed
DFG
464
Delta Financial Group
New Jersey
-$379K -8,827 Closed
MWM
465
Maripau Wealth Management
Indiana
-$365K -8,505 Closed
ES
466
Eagle Strategies
New York
-$342K -7,972 Closed
GWP
467
Gateway Wealth Partners
Wisconsin
-$337K -7,837 Closed
RIM
468
Redwood Investment Management
Arizona
-$322K -7,498 Closed
WP
469
WealthPLAN Partners
Nebraska
-$313K -7,290 Closed
TPWA
470
Twin Peaks Wealth Advisors
California
-$309K -7,205 Closed
CAM
471
Concorde Asset Management
Michigan
-$304K -7,082 Closed
RFP
472
RCS Financial Planning
Maryland
-$300K -6,990 Closed
TF
473
Theory Financial
Colorado
-$298K -6,934 Closed
TPWA
474
TRUE Private Wealth Advisors
Oregon
-$291K -6,768 Closed
VPP
475
Vertex Planning Partners
Illinois
-$265K -6,163 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.