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iShares Global Energy ETF
IXC

Overview Fund Activity

263 hedge funds and large institutions have $891M invested in iShares Global Energy ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
48
Increased
65
Reduced
76
Closed
21
Calls
$3.72M
Puts
$227K
Net Calls
+$3.5M
Net Calls Change
+$2.07M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$187M
2
DZ Bank
2
DZ Bank
Germany
$20.5M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$15.5M
4
CIM
4
Cambria Investment Management
California
$12M
5
B
5
Barings
North Carolina
$7.84M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.59M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BSG
3
Black Swift Group
Colorado
$0
4
BBVA
4
Banco Bilbao Vizcaya Argentaria
Spain
$5.81M
5
VCM
5
Verger Capital Management
North Carolina
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$3.31M +$249K +6,034 +8%
PCH
52
PGIM Custom Harvest
New Jersey
$3.3M -$134K -3,239 -4%
GCA
53
Greenwood Capital Associates
South Carolina
$3.22M +$1.93M +46,770 +150%
KAS
54
Kestra Advisory Services
Texas
$3.19M -$1.33M -32,345 -30%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$3.13M -$337K -8,179 -10%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$2.98M -$949 -23 -0%
PA
57
Pinnacle Associates
New York
$2.57M -$76.3K -1,850 -3%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$2.48M -$408K -9,886 -14%
LWM
59
Ledge Wealth Management
Minnesota
$2.4M +$236K +5,724 +11%
DAM
60
Derbend Asset Management
Georgia
$2.26M +$453K +10,981 +25%
MWM
61
Merriman Wealth Management
Washington
$2.15M +$2.15M +52,043 New
Truist Financial
62
Truist Financial
North Carolina
$1.89M -$138K -3,334 -7%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.88M +$43.7K +1,060 +2%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$1.82M +$196K +4,751 +12%
BEAM
65
Baker Ellis Asset Management
Washington
$1.8M – – –
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.78M +$1.78M +43,120 New
LJAC
67
L.J. Altfest & Co
New York
$1.77M +$1.77M +42,925 New
IAM
68
Innovis Asset Management
Illinois
$1.75M -$2.93K -71 -0.2%
PP
69
Prudential plc
United Kingdom
$1.61M +$1.09M +26,000 +210%
G
70
GenTrust
Florida
$1.56M -$437K -10,598 -22%
JIR
71
James Investment Research
Ohio
$1.55M -$4.75K -115 -0.3%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$1.51M +$1.51M +36,536 New
OC
73
Oppenheimer & Co
New York
$1.49M +$539K +13,062 +56%
TWC
74
TD Waterhouse Canada
Ontario, Canada
$1.47M +$176K +4,325 +14%
Cerity Partners
75
Cerity Partners
New York
$1.42M +$699K +16,953 +97%
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