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iShares Global Energy ETF
IXC

Overview Fund Activity

114 hedge funds and large institutions have $400M invested in iShares Global Energy ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 19 closing their positions.

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
15
Increased
33
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$5.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.91M
4
CIM
4
Cambria Investment Management
California
$2.26M
5
NR
5
Newfound Research
Massachusetts
$8.14M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$13.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.21M
4
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$1.87M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$457K 13,096 -2,140 -14%
SAA
52
Southeast Asset Advisors
Georgia
$442K 12,690 – –
BWM
53
Braver Wealth Management
Massachusetts
$418K 12,000 – –
RJA
54
Raymond James & Associates
Florida
$403K 11,566 -1,802 -13%
Bessemer Group
55
Bessemer Group
New Jersey
$357K 10,270 +10,270 New
CB
56
Commerce Bank
Missouri
$353K 10,131 +10,131 New
SIC
57
Salem Investment Counselors
North Carolina
$332K 10,100 – –
IIA
58
IPG Investment Advisors
California
$325K 9,325 – –
BUB
59
BBVA USA Bancshares
Texas
$314K 9,030 – –
FFW
60
Fusion Family Wealth
New York
$307K 8,844 +8,844 New
RG
61
Rathbones Group
United Kingdom
$302K 8,670 -320 -4%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$295K 8,633 +1,393 +19%
MAS
63
Madden Advisory Services
Florida
$289K 8,327 -838 -9%
BOTW
64
Bank of the West
California
$287K 8,257 -1,072 -11%
IA
65
IFP Advisors
Florida
$283K 8,144 -5,736 -41%
Nomura Asset Management
66
Nomura Asset Management
Japan
$271K 7,800 -6,500 -45%
QCMC
67
Quantum Capital Management (California)
California
$264K 7,578 -78 -1%
EAM
68
Evanson Asset Management
California
$256K 7,368 +621 +9%
SI
69
SII Investments
Wisconsin
$253K 7,286 +32 +0.4%
WTC
70
WhitTier Trust Company
Nevada
$250K 7,200 +2,500 +53%
BFA
71
Beaumont Financial Advisors
Massachusetts
$250K 7,193 +7,193 New
CFA
72
CT Financial Advisors
Pennsylvania
$241K 6,915 -1,456 -17%
LS
73
Lattice Strategies
Pennsylvania
$237K 6,800 – –
BIA
74
Barry Investment Advisors
Massachusetts
$222K 6,387 +12 +0.2%
GEA
75
Glen Eagle Advisors
New Jersey
$217K 6,233 +6,233 New
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