IXC icon

iShares Global Energy ETF
IXC

Overview Fund Activity

107 hedge funds and large institutions have $253M invested in iShares Global Energy ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
18
Reduced
37
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$51.4M
2
RAM
Riggs Asset Management
Pennsylvania
$6.58M
3
Morgan Stanley
Morgan Stanley
New York
$28.2M
4
B
Bridgeworth
Alabama
$5.47M
5
CCM
Canal Capital Management
Virginia
$2.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$29M
2
X
Xponance
Pennsylvania
$325K
3
FMLI
Fukoku Mutual Life Insurance
Japan
$15.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
76
Compagnie Lombard Odier SCmA
Switzerland
$85K – – –
Daiwa Securities Group
77
Daiwa Securities Group
Japan
$78K +$10.2K +300 +15%
BDWM
78
Brewin Dolphin Wealth Management
Ireland
$77.5K +$77.5K +2,280 New
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$51K +$51K +1,500 New
US Bancorp
80
US Bancorp
Minnesota
$38K -$5K -150 -12%
SMG
81
Spectrum Management Group
Indiana
$32K +$32K +934 New
EDRH
82
Edmond de Rothschild Holding
Switzerland
$28K -$33.5K -1,000 -54%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$24K +$24K +700 New
NFG
84
Next Financial Group
Texas
$23K – – –
SBL
85
Sargent Bickham Lagudis
Colorado
$23K +$23K +679 New
VFA
86
Valeo Financial Advisors
Indiana
$22K +$22K +640 New
YWP
87
YorkBridge Wealth Partners
New York
$20K -$20K -600 -50%
Schroder Investment Management Group
88
Schroder Investment Management Group
United Kingdom
$20K – – –
CCM
89
Cribstone Capital Management
Maine
$20K – – –
IFA
90
Interactive Financial Advisors
Illinois
$18K -$5.37K -154 -23%
SEI Investments
91
SEI Investments
Pennsylvania
$15K +$15K +450 New
WTB
92
Washington Trust Bank
Washington
$12K – – –
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
ASN
94
Advisory Services Network
Georgia
$11K – – –
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K +$11K +331 New
SFSIG
96
San Francisco Sentry Investment Group
California
$10K -$7.38K -225 -42%
SQA
97
Simon Quick Advisors
New Jersey
$10K – – –
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$10K – – –
JCM
99
Jacobi Capital Management
Pennsylvania
$10K – – –
CFA
100
Carroll Financial Associates
North Carolina
$8K -$22.4K -700 -74%
1 2 3
4
5