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iShares Global Energy ETF
IXC

Overview Fund Activity

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$84.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$78.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.7M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$168K
2
PPW
2
Parcion Private Wealth
Washington
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
CIM
4
Cambria Investment Management
California
$0
5
B
5
Barings
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$14.1M +$2.44M +62,373 +21%
OIA
27
OneDigital Investment Advisors
Kansas
$12.5M +$12.5M +318,910 New
MD
28
Money Design
Japan
$12.4M +$923K +23,599 +8%
OCBCO
29
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.3M -$378K -9,656 -3%
Stifel Financial
30
Stifel Financial
Missouri
$11.9M +$7.15M +182,764 +149%
VCAM
31
Van Cleef Asset Management
Ohio
$11.9M -$80.4K -2,057 -0.7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$11.6M +$6.15M +157,117 +112%
FIA
33
Foundations Investment Advisors
Arizona
$11.2M +$11.2M +287,673 New
AWM
34
AE Wealth Management
Kansas
$11M +$10.6M +271,954 +3,103%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$10.6M +$10.6M +272,182 New
CAN
36
Cetera Advisor Networks
California
$10.5M +$4.91M +125,569 +89%
UCFA
37
United Capital Financial Advisors
Texas
$9.73M +$9.73M +248,761 New
MWA
38
MFA Wealth Advisors
Pennsylvania
$9.29M +$10.6K +271 +0.1%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$8.78M +$1.83M +46,875 +26%
AWMS
40
Advocacy Wealth Management Services
Georgia
$8.74M +$8.74M +223,389 New
WP
41
WealthSource Partners
California
$8.73M +$8.73M +223,294 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$8.6M -$1.01M -25,864 -11%
BBVA
43
Banco Bilbao Vizcaya Argentaria
Spain
$8.45M +$2.85M +72,769 +51%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$8.39M +$7.95M +203,180 +1,782%
ST
45
Sentinel Trust
Texas
$8.33M – – –
JC
46
JB Capital
Connecticut
$7.99M +$7.99M +204,413 New
NA
47
NewEdge Advisors
Louisiana
$7.87M +$7.42M +192,401 +1,645%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$7.28M -$538K -13,639 -7%
MAM
49
Madison Asset Management
Wisconsin
$6.63M -$671K -17,153 -9%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$6.12M +$2.98M +76,225 +95%
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