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iShares Global Energy ETF
IXC

Overview Fund Activity

112 hedge funds and large institutions have $303M invested in iShares Global Energy ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
33
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIM
1
Jupiter Investment Management
United Kingdom
$38.8M
2
M&T Bank
2
M&T Bank
New York
$45.2M
3
William Blair & Company
3
William Blair & Company
Illinois
$42.4M
4
FMLI
4
Fukoku Mutual Life Insurance
Japan
$11.8M
5
UBS Group
5
UBS Group
Switzerland
$14.4M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Bank of America
2
Bank of America
North Carolina
$28M
3
COI
3
Connable Office Inc
Michigan
$0
4
SFG
4
Sather Financial Group
Texas
$0
5
BlackRock
5
BlackRock
New York
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
26
Kistler-Tiffany Companies
Pennsylvania
$1.34M +$140K +3,921 +12%
NFC
27
Northeast Financial Consultants
Connecticut
$1.22M – – –
MAS
28
Madden Advisory Services
Florida
$1.21M -$82.2K -2,305 -6%
Ameriprise
29
Ameriprise
Minnesota
$1.19M +$78.5K +2,201 +7%
FWIA
30
Fort Washington Investment Advisors
Ohio
$1.18M -$210K -5,900 -15%
CS
31
Credit Suisse
Switzerland
$1.17M -$2.09M -58,575 -64%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$1.13M +$1.13M +31,835 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.01M +$112K +3,144 +12%
Creative Planning
34
Creative Planning
Kansas
$953K +$763K +21,380 +401%
NCMW
35
Northern Capital Management (Wisconsin)
Wisconsin
$884K -$310K -8,700 -26%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$869K +$80.2K +2,249 +10%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$839K +$14.1K +396 +2%
BKBG
38
BHF Kleinwort Benson Group
Belgium
$740K – – –
PWM
39
Perigon Wealth Management
California
$706K +$706K +19,801 New
RJA
40
Raymond James & Associates
Florida
$658K +$34.7K +974 +6%
CA
41
Cetera Advisors
Colorado
$617K +$269K +7,496 +77%
Axa
42
Axa
France
$595K +$85.5K +2,398 +17%
BAM
43
Baring Asset Management
United Kingdom
$593K +$593K +16,632 New
WTC
44
WhitTier Trust Company
Nevada
$549K +$109K +3,056 +25%
MFS
45
MSI Financial Services
Massachusetts
$521K +$18.7K +525 +4%
BIA
46
Barry Investment Advisors
Massachusetts
$482K -$51.9K -1,455 -10%
CAN
47
Cetera Advisor Networks
California
$457K -$2.03M -56,958 -82%
BHB
48
Bank Hapoalim BM
Israel
$455K -$120K -3,350 -21%
SAA
49
Southeast Asset Advisors
Georgia
$453K – – –
MIH
50
Madison Investment Holdings
Wisconsin
$451K -$3.09M -86,784 -87%
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