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iShares Global Energy ETF
IXC

Overview Fund Activity

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$84.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$78.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.7M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$168K
2
PPW
2
Parcion Private Wealth
Washington
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
CIM
4
Cambria Investment Management
California
$0
5
B
5
Barings
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
CoreCap Advisors
Michigan
$5.91M +$251K +6,421 +4%
TVAMP
52
Tennessee Valley Asset Management Partners
Tennessee
$5.79M +$5.79M +148,150 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$5.69M -$1.21M -31,001 -18%
AAS
54
Avantax Advisory Services
Texas
$5.52M +$1.87M +47,762 +51%
SC
55
Scotia Capital
Ontario, Canada
$5.47M +$265K +6,783 +5%
LNC
56
Lincoln National Corp
Pennsylvania
$5.46M +$37.9K +970 +0.7%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$5.44M +$2.47M +63,223 +83%
EH
58
Equitable Holdings
New York
$5.42M +$1.95M +49,923 +56%
IWC
59
Integrated Wealth Concepts
Massachusetts
$5.39M +$5.05M +129,137 +1,466%
ASN
60
Advisory Services Network
Georgia
$5.26M +$1.03M +26,335 +24%
AWS
61
Atria Wealth Solutions
New York
$5.21M +$5.21M +133,118 New
FP
62
Fiduciary Planning
Florida
$4.85M +$3.71M +94,774 +325%
CFB
63
Cullen/Frost Bankers
Texas
$4.79M +$101K +2,594 +2%
SA
64
Scarborough Advisors
Maryland
$4.74M +$4.74M +121,177 New
TFF
65
The Family Firm
Maryland
$4.49M +$64.3K +1,645 +1%
MC
66
McMorgan & Co
California
$4.49M +$4.49M +114,688 New
SFO
67
Stokes Family Office
Louisiana
$4.42M +$4.42M +113,109 New
CW
68
CreativeOne Wealth
Kansas
$4.37M +$4.37M +111,752 New
PCA
69
Prosperity Capital Advisors
Ohio
$4.31M +$4.31M +110,098 New
KAS
70
Kestra Advisory Services
Texas
$4.3M +$1.28M +32,748 +42%
MPW
71
MA Private Wealth
California
$4.29M +$4.29M +109,602 New
AIC
72
Ayalon Insurance Company
Israel
$4.25M – – –
OPOWM
73
One Plus One Wealth Management
Florida
$4.04M -$219K -5,590 -5%
SFS
74
Security Financial Services
Indiana
$3.93M +$3.93M +100,465 New
PFA
75
Pettinga Financial Advisors
Indiana
$3.9M +$3.9M +99,725 New
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3
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