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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 %
FA
476
FDx Advisors
Illinois
– -$333K -8,518 Closed
WIA
477
World Investment Advisors
California
– -$298K -7,629 Closed
SQA
478
Simon Quick Advisors
New Jersey
– -$298K -7,628 Closed
Lido Advisors
479
Lido Advisors
California
– -$506K -7,622 Closed
CWM
480
CCG Wealth Management
California
– -$290K -7,406 Closed
ACA
481
Affinity Capital Advisors
California
– -$279K -7,139 Closed
Chevy Chase Trust
482
Chevy Chase Trust
Maryland
– -$276K -7,069 Closed
AWA
483
Arete Wealth Advisors
Illinois
– -$274K -7,010 Closed
SCM
484
Sheridan Capital Management
California
– -$221K -5,662 Closed
OP
485
ORG Partners
Indiana
– -$96.3K -2,462 Closed
RFA
486
Resurgent Financial Advisors
Georgia
– -$79.6K -2,035 Closed
NMG
487
New Millennium Group
Utah
– -$67K -1,712 Closed
BBHC
488
Brown Brothers Harriman & Co
New York
– -$55.1K -1,410 Closed
BCM
489
Bourgeon Capital Management
Connecticut
– -$38.3K -980 Closed
CPA
490
Cardiff Park Advisors
California
– -$23.4K -598 Closed
AC
491
AlphaCore Capital
California
– -$20.5K -524 Closed
CCP
492
Clarkston Capital Partners
Michigan
– -$19K -485 Closed
SWA
493
SOA Wealth Advisors
New York
– -$14.2K -364 Closed
MFT
494
Moisand Fitzgerald Tamayo
Florida
– -$2.82K -72 Closed
IPW
495
Impact Partnership Wealth
Georgia
– -$1.06K -27 Closed
HDIM
496
Hanson & Doremus Investment Management
Vermont
– -$1K -16 Closed
VWA
497
Valued Wealth Advisors
Utah
– -$505 -12 Closed
AT
498
Arlington Trust
Alabama
– -$391 -10 Closed
CJ
499
Caitlin John
Michigan
– -$313 -8 Closed
16 17 18 19
20