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iShares Global Energy ETF
IXC

Overview Fund Activity

247 hedge funds and large institutions have $771M invested in iShares Global Energy ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-12
Holders Change %
-4.63%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
26
Increased
64
Reduced
82
Closed
32
Calls
$2.02M
Puts
$396K
Net Calls
+$1.63M
Net Calls Change
+$1.14M

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$15.3M
2
MAM
2
Madison Asset Management
Wisconsin
$9.31M
3
EE
3
EWG Elevate
California
$3.97M
4
UBS Group
4
UBS Group
Switzerland
$19.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.51M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$129M
2
PF
2
Phoenix Financial
Israel
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$14.9M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Axxcess Wealth Management
California
$1.11M – – –
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$1.08M -$62.5K -1,655 -5%
OC
78
Oppenheimer & Co
New York
$1.07M -$1.47K -39 -0.1%
PA
79
Parallel Advisors
California
$1.06M +$1.06M +28,078 New
CFO
80
Collective Family Office
Pennsylvania
$1.04M -$176K -4,650 -14%
KWM
81
Kingsview Wealth Management
Oregon
$994K +$994K +26,318 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$985K +$9.14K +242 +0.9%
MML Investors Services
83
MML Investors Services
Massachusetts
$971K +$23.9K +634 +3%
GIA
84
Gladstone Institutional Advisory
Florida
$947K +$90.2K +2,388 +11%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$924K +$28.4K +752 +3%
MA
86
Mutual Advisors
Nebraska
$892K +$134K +3,549 +18%
I2I
87
Insight 2811 Inc
Illinois
$814K – – –
NWA
88
Navis Wealth Advisors
New York
$801K – – –
MCM
89
MAI Capital Management
Ohio
$788K +$61.9K +1,639 +9%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$755K – – –
SQA
91
Simon Quick Advisors
New Jersey
$731K – – –
PAG
92
Private Advisor Group
New Jersey
$728K -$65.4K -1,732 -8%
V
93
Veritable
Delaware
$727K -$311K -8,248 -30%
T
94
TCWP
Ohio
$720K +$146K +3,878 +26%
GWM
95
Geneos Wealth Management
Colorado
$702K -$38.6K -1,023 -5%
IFS
96
Ifrah Financial Services
Arkansas
$682K +$147K +3,903 +28%
APW
97
Atlantic Private Wealth
North Carolina
$676K – – –
Vontobel Holding
98
Vontobel Holding
Switzerland
$661K +$94.5K +2,502 +17%
MIS
99
Morningstar Investment Services
Illinois
$623K -$102K -2,709 -14%
Corient Private Wealth
100
Corient Private Wealth
Florida
$589K +$10.8K +286 +2%
2 3
4
5 6