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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
SPI
476
Sutton Place Investors
New York
-$260K -6,063 Closed
PFGIA
477
Patriot Financial Group Insurance Agency
Massachusetts
-$259K -6,037 Closed
FHC
478
First Heartland Consultants
Missouri
-$256K -5,964 Closed
AWM
479
Apollon Wealth Management
South Carolina
-$251K -5,839 Closed
NL
480
NWAM LLC
Washington
-$249K -5,747 Closed
BWA
481
BCU Wealth Advisors
Illinois
-$235K -5,472 Closed
TFS
482
Thoroughbred Financial Services
Tennessee
-$225K -5,250 Closed
CFO
483
Collective Family Office
Pennsylvania
-$221K -5,147 Closed
CAL
484
Capital Analysts LLC
Pennsylvania
-$217K -5,061 Closed
CCFM
485
Clear Creek Financial Management
Washington
-$214K -4,982 Closed
DAS
486
Dynamic Advisor Solutions
Arizona
-$209K -4,860 Closed
WS
487
Wedbush Securities
California
-$208K -4,836 Closed
LIA
488
LifePlan Investment Advisors
North Carolina
-$206K -4,789 Closed
IAS
489
Insigneo Advisory Services
Florida
-$205K -4,783 Closed
FIM
490
Fernwood Investment Management
Massachusetts
-$180K -4,190 Closed
GM
491
GeoWealth Management
Illinois
-$74.5K -1,734 Closed
FCA
492
FinTrust Capital Advisors
South Carolina
-$60.5K -1,409 Closed
CA
493
Continuum Advisory
Idaho
-$33.8K -772 Closed
IGWM
494
ICA Group Wealth Management
Colorado
-$28K -652 Closed
RFG
495
REAP Financial Group
Texas
-$25.5K -594 Closed
PVH
496
Psagot Value Holdings
Israel
-$21K -488 Closed
TC
497
Tacita Capital
Ontario, Canada
-$19.7K -458 Closed
CMP
498
Coston McIsaac & Partners
Maine
-$11K -269 Closed
TC
499
Trust Company
Kansas
-$10.7K -250 Closed
TC
500
Truvestments Capital
Florida
-$6.44K -150 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.