We are live on ! Find out more
IXC icon

iShares Global Energy ETF
IXC

400 hedge funds and large institutions have $1.44B invested in iShares Global Energy ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 193 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,463% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

10.92% less ownership

Funds ownership: 72.23% → 61.31% (-11%)

14% less funds holding

Funds holding: 467 → 400 (-67)

41% less capital invested

Capital invested by funds: $2.43B → $1.44B (-$985M)

53% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 193

55% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 110

Holders
400
Holders Change
-67
Holders Change %
-14.35%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
50
Increased
91
Reduced
193
Closed
110
Calls
$1.25M
Puts
$8K
Net Calls
+$1.24M
Net Calls Change
+$500K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$74.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$44M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$33.1M
4
Jane Street
Jane Street
New York
+$16.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.66M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$304M
2
BlackRock
BlackRock
New York
-$73.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$71.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$63M
5
LPL Financial
LPL Financial
California
-$62.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
76
M&T Bank
New York
$2.24M -$3.3K -77 -0.1%
KIM
77
Kestra Investment Management
Texas
$2.1M +$2.17M +50,613 New
SSA
78
Sierra Summit Advisors
Nevada
$2.07M +$244K +5,700 +13%
Citadel Advisors
79
Citadel Advisors
Florida
$2.07M +$1.02M +23,801 +92%
FLA
80
Financial Life Advisors
Texas
$2.02M +$273K +6,360 +15%
ECG
81
Edge Capital Group
Georgia
$2M -$59.9K -1,398 -3%
CSWG
82
Cardinal Strategic Wealth Guidance
Kentucky
$1.79M -$1.3M -30,346 -41%
BSG
83
Black Swift Group
Colorado
$1.78M -$101K -2,356 -5%
TWC
84
TD Waterhouse Canada
Ontario, Canada
$1.75M +$17.7K +412 +1%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$1.74M +$824K +19,234 +85%
GF
86
Gries Financial
Ohio
$1.7M -$1.73M -40,338 -50%
ACA
87
Aptus Capital Advisors
Alabama
$1.69M -$1.16M -27,147 -40%
BEAM
88
Baker Ellis Asset Management
Washington
$1.67M -$83.6K -1,950 -5%
Marshall Wace
89
Marshall Wace
United Kingdom
$1.63M +$1.69M +39,361 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$1.59M +$141K +3,292 +9%
BFG
91
Buttonwood Financial Group
Missouri
$1.55M -$3.23M -75,403 -67%
IWA
92
Icon Wealth Advisors
Texas
$1.55M -$2.97M -69,215 -65%
G
93
GenTrust
Florida
$1.54M -$175K -4,093 -10%
SB
94
Strategic Blueprint
Georgia
$1.51M -$2.17M -50,629 -58%
GIA
95
Gladstone Institutional Advisory
Florida
$1.48M -$125K -2,927 -8%
PFS
96
Prospera Financial Services
Texas
$1.45M +$1.49M +34,854 New
KWM
97
Keebeck Wealth Management
Illinois
$1.44M -$659K -15,374 -31%
KW
98
KWB Wealth
California
$1.43M -$21.7K -506 -2%
BBWP
99
Beacon Bridge Wealth Partners
Pennsylvania
$1.37M +$150K +3,509 +12%
Wealthfront Advisers
100
Wealthfront Advisers
California
$1.36M +$30.3K +708 +2%
2 3
4
5 6

IXC Hedge Fund Activity: Q2 2024 in Review

400 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2024, worth a combined $1.44B — down 41% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of IXC and 50 opened new positions — a net loss of 60 holders — while 193 trimmed existing stakes and 91 added.

The largest buyer was Focus Partners Wealth, adding an estimated $74.8M. The largest seller was Envestnet Asset Management, cutting an estimated $304M.

  • 400 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2024, down from 467 in Q1 2024.
  • Funds reported $1.44B of iShares Global Energy ETF stock for Q2 2024, down 41% quarter-over-quarter.
  • 50 funds opened new iShares Global Energy ETF positions in Q2 2024 and 110 closed out, a net change of -60 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $74.8M added.
  • The largest iShares Global Energy ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2024.