IXC icon

iShares Global Energy ETF
IXC

Overview Fund Activity

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$84.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$78.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.7M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$168K
2
PPW
2
Parcion Private Wealth
Washington
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
CIM
4
Cambria Investment Management
California
$0
5
B
5
Barings
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
76
Horst & Graben Wealth Management
Oregon
$3.84M +$3.84M +98,307 New
Jane Street
77
Jane Street
New York
$3.76M +$364K +9,297 +11%
SMF
78
Sterling Manor Financial
New York
$3.72M -$21.1K -540 -0.6%
Citadel Advisors
79
Citadel Advisors
Florida
$3.69M +$3.69M +94,275 New
AI
80
Atria Investments
North Carolina
$3.65M +$3.65M +93,437 New
Baird Financial Group
81
Baird Financial Group
Wisconsin
$3.62M +$793K +20,266 +28%
PCH
82
PGIM Custom Harvest
New Jersey
$3.57M +$449K +11,481 +14%
DAM
83
Derbend Asset Management
Georgia
$3.56M +$1.41M +36,175 +66%
IWA
84
Icon Wealth Advisors
Texas
$3.37M +$3.37M +86,273 New
APW
85
Austin Private Wealth
Texas
$3.22M +$3.22M +82,271 New
US Bancorp
86
US Bancorp
Minnesota
$3.14M +$3.13M +79,918 +31,096%
ECG
87
Edge Capital Group
Georgia
$3.08M -$438K -11,190 -12%
BFG
88
Buttonwood Financial Group
Missouri
$3.01M -$398K -10,178 -12%
CA
89
Cetera Advisors
Colorado
$3.01M +$2.75M +70,210 +1,057%
GCA
90
Greenwood Capital Associates
South Carolina
$2.99M -$53.5K -1,367 -2%
GF
91
Gries Financial
Ohio
$2.86M +$2.86M +73,036 New
OAP
92
One Advisory Partners
Kansas
$2.61M +$2.61M +66,816 New
CSWG
93
Cardinal Strategic Wealth Guidance
Kentucky
$2.61M +$2.61M +66,810 New
KCM
94
KM Capital Management
Texas
$2.58M +$2.58M +66,069 New
HFA
95
High Falls Advisors
New York
$2.56M +$2.56M +65,511 New
DA
96
Detalus Advisors
Missouri
$2.52M +$2.52M +64,448 New
Truist Financial
97
Truist Financial
North Carolina
$2.49M +$700K +17,901 +39%
Prudential Financial
98
Prudential Financial
New Jersey
$2.47M +$2.47M +63,091 New
I
99
INVST
Indiana
$2.46M +$2.46M +63,539 New
PA
100
Pinnacle Associates
New York
$2.44M -$1.96K -50 -0.1%
2 3
4
5 6