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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 %
JIC
76
Joel Isaacson & Co
New York
$62K +$925 +32 +2%
TC
77
Trust Company
Kansas
$58K +$6.89K +241 +13%
CCS
78
Crosspoint Capital Strategies
California
$49K -$4.39K -152 -8%
MWP
79
MYCIO Wealth Partners
Pennsylvania
$45K +$14.1K +497 +46%
GT
80
Glenmede Trust
Pennsylvania
$34K +$34K +1,205 New
CFA
81
CT Financial Advisors
Pennsylvania
$29K +$29K +1,010 New
SMG
82
Spectrum Management Group
Indiana
$27K – – –
NFG
83
Next Financial Group
Texas
$23K – – –
CFA
84
Carroll Financial Associates
North Carolina
$22K – – –
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$20K – – –
IFA
86
Interactive Financial Advisors
Illinois
$18K -$9.25K -315 -34%
SSB
87
Sandy Spring Bank
Maryland
$13K – – –
DADC
88
D.A. Davidson & Co
Montana
$13K +$10.1K +355 +355%
BKA
89
Brick & Kyle Associates
Pennsylvania
$11K – – –
M
90
MOTCO
Texas
$11K – – –
NSIM
91
North Star Investment Management
Illinois
$11K – – –
TWA
92
TCI Wealth Advisors
Arizona
$9K – – –
BCM
93
Blume Capital Management
California
$6K -$3K -100 -33%
TCM
94
Tradewinds Capital Management
Washington
$6K – – –
WRM
95
Westport Resources Management
Connecticut
$6K – – –
ACM
96
Argentus Capital Management
Texas
$5K +$5K +185 New
GAM
97
Gemmer Asset Management
California
$4K -$4.48K -169 -53%
ASN
98
Advisory Services Network
Georgia
$4K – – –
S
99
SignatureFD
Georgia
$4K – – –
HNB
100
Huntington National Bank
Ohio
$4K -$5K – –
1 2 3
4
5