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iShares Global Energy ETF
IXC

Overview Fund Activity

107 hedge funds and large institutions have $260M invested in iShares Global Energy ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-7
Holders Change %
-6.14%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
22
Reduced
43
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$34.3M
2
Bank of America
2
Bank of America
North Carolina
$33.5M
3
V
3
Veritable
Delaware
$10.2M
4
PHAM
4
Palisades Hudson Asset Management
Florida
$3.68M
5
SIA
5
Spruce Investment Advisors
Connecticut
$3.43M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$0
2
Jane Street
2
Jane Street
New York
$1.52M
3
M&T Bank
3
M&T Bank
New York
$19M
4
UBS Group
4
UBS Group
Switzerland
$4.88M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
51
LVM Capital Management
Michigan
$324K -$1.44K -50 -0.4%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$296K +$150K +5,235 +103%
QCMC
53
Quantum Capital Management (California)
California
$290K +$3.45K +120 +1%
Stifel Financial
54
Stifel Financial
Missouri
$290K +$290K +10,125 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$289K -$5.15M -179,365 -95%
SIC
56
Salem Investment Counselors
North Carolina
$287K – – –
IIA
57
IPG Investment Advisors
California
$268K -$20.1K -700 -7%
BWM
58
Braver Wealth Management
Massachusetts
$258K -$71.7K -2,500 -22%
AIG
59
American International Group
New York
$252K -$27.9K -974 -10%
RG
60
Rathbones Group
United Kingdom
$241K -$46.2K -1,610 -16%
Northern Trust
61
Northern Trust
Illinois
$241K – – –
ICAS
62
Investors Capital Advisory Services
Massachusetts
$213K +$17.7K +619 +9%
UCFA
63
United Capital Financial Advisors
Texas
$208K -$8.02K -280 -4%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$203K -$767K -26,771 -79%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$188K +$71.4K +2,485 +61%
KT
66
Kanaly Trust
Texas
$171K – – –
CAL
67
Capital Advisors Ltd
Ohio
$134K +$134K +4,680 New
WTB
68
Washington Trust Bank
Washington
$123K – – –
US Bancorp
69
US Bancorp
Minnesota
$103K -$24.6K -854 -19%
RBC
70
Roble Belko & Company
Pennsylvania
$99K – – –
CLOS
71
Compagnie Lombard Odier SCmA
Switzerland
$88K – – –
PSUF
72
People's United Financial
Connecticut
$87K – – –
Creative Planning
73
Creative Planning
Kansas
$76K +$76K +2,665 New
WT
74
Whittier Trust
California
$70K +$70K +2,450 New
WA
75
WFG Advisors
Texas
$63K +$4.63K +160 +8%
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3
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