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iShares Global Energy ETF
IXC

Overview Fund Activity

150 hedge funds and large institutions have $899M invested in iShares Global Energy ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
44
Reduced
51
Closed
19
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$820K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$83.7M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$29.6M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$29.1M
4
VF
4
Virtu Financial
New York
$5.67M
5
B
5
Barings
North Carolina
$5.56M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.9M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$28.1M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
ACI
4
AMP Capital Investors
Australia
$337M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
76
KCS Wealth Advisory
California
$382K -$3.43K -91 -0.9%
BUB
77
BBVA USA Bancshares
Texas
$365K +$24.3K +645 +7%
BOTW
78
Bank of the West
California
$360K +$15.4K +409 +4%
GWM
79
Geneos Wealth Management
Colorado
$351K +$31.5K +835 +10%
LCM
80
Logan Capital Management
Pennsylvania
$350K – – –
NA
81
NewEdge Advisors
Louisiana
$350K +$350K +9,234 New
AAP
82
Arax Advisory Partners
Colorado
$343K +$343K +9,087 New
HH
83
HWG Holdings
Texas
$331K -$1.79M -47,387 -84%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$320K -$716 -19 -0.2%
GTAM
85
Global Trust Asset Management
Florida
$312K -$7.12K -189 -2%
IWM
86
IHT Wealth Management
Illinois
$281K -$15.2K -402 -5%
PFA
87
Pathway Financial Advisors
Vermont
$272K – – –
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$266K +$266K +7,056 New
WTC
89
WhitTier Trust Company
Nevada
$249K – – –
EAM
90
Evanson Asset Management
California
$246K -$9.41K -249 -4%
Stifel Financial
91
Stifel Financial
Missouri
$239K -$434K -11,431 -64%
GEA
92
Glen Eagle Advisors
New Jersey
$235K – – –
RWP
93
RWA Wealth Partners
Massachusetts
$226K – – –
QCMC
94
Quantum Capital Management (California)
California
$224K -$1.85K -49 -0.8%
HIC
95
Holderness Investments Company
North Carolina
$218K +$904 +24 +0.4%
ADBIC
96
A.D. Beadell Investment Counsel
Wisconsin
$205K +$205K +5,450 New
BEAM
97
Baker Ellis Asset Management
Washington
$200K +$30.2K +800 +18%
FHA
98
Flagship Harbor Advisors
Massachusetts
$186K +$16.3K +426 +10%
IA
99
IFP Advisors
Florida
$173K +$112K +2,975 +183%
US Bancorp
100
US Bancorp
Minnesota
$167K +$24K +641 +17%
2 3
4
5 6