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iShares Global Energy ETF
IXC

Overview Fund Activity

148 hedge funds and large institutions have $885M invested in iShares Global Energy ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
25
Increased
59
Reduced
28
Closed
17
Calls
$949K
Puts
–
Net Calls
+$949K
Net Calls Change
+$949K

Top Buyers

1
ACI
1
AMP Capital Investors
Australia
$344M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$56.9M
3
Wells Fargo
3
Wells Fargo
California
$23.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$52.1M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$8.56M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$22.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.06M
4
UBS Group
4
UBS Group
Switzerland
$51.6M
5
GT
5
Greenleaf Trust
Michigan
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
76
Axa
France
$425K – – –
KTC
77
Kistler-Tiffany Companies
Pennsylvania
$404K -$39.5K -1,056 -9%
KWA
78
KCS Wealth Advisory
California
$382K +$97.9K +2,619 +34%
PWM
79
Perigon Wealth Management
California
$373K +$316K +8,459 +558%
IIA
80
IPG Investment Advisors
California
$359K -$7.48K -200 -2%
LCM
81
Logan Capital Management
Pennsylvania
$347K +$635 +17 +0.2%
BOTW
82
Bank of the West
California
$341K -$598 -16 -0.2%
BUB
83
BBVA USA Bancshares
Texas
$338K – – –
PFA
84
Pathway Financial Advisors
Vermont
$325K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$318K -$3.18K -85 -1%
GTAM
86
Global Trust Asset Management
Florida
$317K – – –
GWM
87
Geneos Wealth Management
Colorado
$316K +$97.2K +2,608 +44%
IWM
88
IHT Wealth Management
Illinois
$293K +$286K +7,668 +4,407%
HighTower Advisors
89
HighTower Advisors
Illinois
$280K +$280K +7,444 New
EAM
90
Evanson Asset Management
California
$253K +$112 +3 +0%
WTC
91
WhitTier Trust Company
Nevada
$247K -$9.36K -250 -4%
BFA
92
Beaumont Financial Advisors
Massachusetts
$241K +$20.7K +553 +9%
GEA
93
Glen Eagle Advisors
New Jersey
$233K – – –
RWP
94
RWA Wealth Partners
Massachusetts
$224K – – –
QCMC
95
Quantum Capital Management (California)
California
$224K +$224K +5,981 New
HIC
96
Holderness Investments Company
North Carolina
$216K +$216K +5,766 New
VDFA
97
Vickerman & Driscoll Financial Advisors
Washington
$179K -$515K -13,777 -74%
BEAM
98
Baker Ellis Asset Management
Washington
$168K +$18.7K +500 +13%
FHA
99
Flagship Harbor Advisors
Massachusetts
$166K +$166K +4,447 New
Barclays
100
Barclays
United Kingdom
$163K +$23.5K +630 +17%
2 3
4
5 6