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iShares Global Energy ETF
IXC

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

13,408% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $12K

688% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 25

146% more capital invested

Capital invested by funds: $891M → $2.19B (+$1.3B)

105% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 58

64% more funds holding

Funds holding: 263 → 431 (+168)

28.54% more ownership

Funds ownership: 45.54% → 74.09% (+29%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.28%
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

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$289M
2
Morgan Stanley
Morgan Stanley
New York
+$135M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$85.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$79.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$74.2M

Top Sellers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
-$19.6M
2
PPW
Parcion Private Wealth
Washington
-$16.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$15.5M
4
CIM
Cambria Investment Management
California
-$12M
5
B
Barings
North Carolina
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$2.4M +$665K +16,729 +37%
LJAC
102
L.J. Altfest & Co
New York
$2.32M +$651K +16,373 +38%
SB
103
Strategic Blueprint
Georgia
$2.31M +$2.35M +59,063 New
SHJ
104
Sharkey, Howes & Javer
Colorado
$2.26M +$2.3M +57,872 New
LWM
105
Ledge Wealth Management
Minnesota
$2.26M -$21.4K -539 -0.9%
BSG
106
Black Swift Group
Colorado
$2.16M +$2.19M +55,135 New
M&T Bank
107
M&T Bank
New York
$2.11M +$2.15M +53,976 New
SXL
108
Summit X LLC
Missouri
$2.06M +$2.1M +52,747 New
CI
109
Clal Insurance
Israel
$2.03M +$2.07M +52,000 New
SPC
110
Sigma Planning Corp
Michigan
$1.96M -$2M -50,382 -50%
MFG
111
Merit Financial Group
Georgia
$1.93M +$1.96M +49,291 New
FAIM
112
Financial Advocates Investment Management
Washington
$1.9M +$516K +12,973 New
TWC
113
TD Waterhouse Canada
Ontario, Canada
$1.9M +$462K +11,628 +32%
AG
114
Ascent Group
Virginia
$1.83M +$501K +12,597 +36%
BCI
115
Brinker Capital Investments
Pennsylvania
$1.8M +$1.83M +46,033 New
OPS
116
Orion Portfolio Solutions
Nebraska
$1.8M +$1.83M +46,033 New
SW
117
SteelPeak Wealth
California
$1.78M +$1.81M +45,627 New
PWM
118
Perigon Wealth Management
California
$1.75M +$1.49M +37,447 +505%
WWG
119
West Wealth Group
California
$1.74M +$1.77M +44,552 New
LWM
120
Liberty Wealth Management
California
$1.73M +$1.76M +44,210 New
SSA
121
Sierra Summit Advisors
Nevada
$1.72M +$1.75M +43,940 New
SWC
122
Spectrum Wealth Counsel
Indiana
$1.71M +$1.74M +43,741 New
CS
123
Credit Suisse
Switzerland
$1.67M +$398K +10,000 +31%
BEAM
124
Baker Ellis Asset Management
Washington
$1.66M -$51.7K -1,300 -3%
G
125
GenTrust
Florida
$1.63M +$156K +3,927 +10%
3 4
5
6 7

IXC Hedge Fund Activity: Q4 2023 in Review

431 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2023, worth a combined $2.19B — up 146% from $891M a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new IXC positions and 25 closed out — a net gain of 172 holders — while 119 added to existing stakes and 58 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $289M. The largest seller was DZ Bank, cutting an estimated $19.6M.

  • 431 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2023, up from 263 in Q3 2023.
  • Funds reported $2.19B of iShares Global Energy ETF stock for Q4 2023, up 146% quarter-over-quarter.
  • 197 funds opened new iShares Global Energy ETF positions in Q4 2023 and 25 closed out, a net change of +172 holders.
  • The largest iShares Global Energy ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $289M added.
  • The largest iShares Global Energy ETF seller in Q4 2023 was DZ Bank, an estimated $19.6M sold.

Based on aggregated 13F filings for Q4 2023.