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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$150K – – –
SFFS
102
Stonehage Fleming Financial Services
Jersey
$143K – – –
US Bancorp
103
US Bancorp
Minnesota
$142K -$10.5K -283 -7%
AIM
104
Anchor Investment Management
South Carolina
$132K +$18.9K +506 +17%
Deutsche Bank
105
Deutsche Bank
Germany
$118K +$71.9K +1,917 +156%
Daiwa Securities Group
106
Daiwa Securities Group
Japan
$116K – – –
MLIC
107
Mandatum Life Insurance Company
Finland
$89K +$89K +2,390 New
SWM
108
SeaCrest Wealth Management
New York
$83K +$783 +21 +1%
DSI
109
Daiwa SB Investments
Japan
$75K +$75K +2,000 New
DWM
110
Destination Wealth Management
California
$74K – – –
FHA
111
First Horizon Advisors
Tennessee
$73K +$73K +1,967 New
IA
112
IFP Advisors
Florida
$61K +$10.5K +280 +21%
FFW
113
Fusion Family Wealth
New York
$57K – – –
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$56K – – –
IWP
115
Icon Wealth Partners
Texas
$45K +$45K +1,200 New
CF
116
Centaurus Financial
California
$44K +$44K +1,168 New
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38K +$17.9K +478 +90%
JCM
118
Jacobi Capital Management
Pennsylvania
$36K – – –
SMG
119
Spectrum Management Group
Indiana
$35K – – –
EDRH
120
Edmond de Rothschild Holding
Switzerland
$31K – – –
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$30K +$4.11K +111 +16%
BCP
122
Blackhawk Capital Partners
Wisconsin
$29K +$29K +490 New
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$29K +$29K +768 New
BDWM
124
Brewin Dolphin Wealth Management
Ireland
$28K – – –
VFA
125
Valeo Financial Advisors
Indiana
$24K +$291 +8 +1%
3 4
5
6 7