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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 %
HighTower Advisors
101
HighTower Advisors
Illinois
$2.41M +$645K +16,729 +37%
LJAC
102
L.J. Altfest & Co
New York
$2.32M +$640K +16,373 +38%
SB
103
Strategic Blueprint
Georgia
$2.31M +$2.31M +59,063 New
SHJ
104
Sharkey, Howes & Javer
Colorado
$2.26M +$2.26M +57,872 New
LWM
105
Ledge Wealth Management
Minnesota
$2.26M -$21.1K -539 -0.9%
BSG
106
Black Swift Group
Colorado
$2.16M +$2.16M +55,135 New
M&T Bank
107
M&T Bank
New York
$2.11M +$2.11M +53,976 New
SXL
108
Summit X LLC
Missouri
$2.06M +$2.06M +52,747 New
CI
109
Clal Insurance
Israel
$2.03M +$2.03M +52,000 New
SPC
110
Sigma Planning Corp
Michigan
$1.96M -$1.97M -50,382 -50%
MFG
111
Merit Financial Group
Georgia
$1.93M +$1.93M +49,291 New
FAIM
112
Financial Advocates Investment Management
Washington
$1.9M +$1.9M +12,973 New
TWC
113
TD Waterhouse Canada
Ontario, Canada
$1.9M +$463K +11,628 +32%
AG
114
Ascent Group
Virginia
$1.83M +$490K +12,597 +36%
OPS
115
Orion Portfolio Solutions
Nebraska
$1.8M +$1.8M +46,033 New
BCI
116
Brinker Capital Investments
Pennsylvania
$1.8M +$1.8M +46,033 New
SW
117
SteelPeak Wealth
California
$1.78M +$1.78M +45,627 New
PWM
118
Perigon Wealth Management
California
$1.75M +$1.46M +37,447 +505%
WWG
119
West Wealth Group
California
$1.74M +$1.74M +44,552 New
LWM
120
Liberty Wealth Management
California
$1.73M +$1.73M +44,210 New
SSA
121
Sierra Summit Advisors
Nevada
$1.72M +$1.72M +43,940 New
SWC
122
Spectrum Wealth Counsel
Indiana
$1.71M +$1.71M +43,741 New
CS
123
Credit Suisse
Switzerland
$1.67M +$391K +10,000 +31%
BEAM
124
Baker Ellis Asset Management
Washington
$1.66M -$50.8K -1,300 -3%
G
125
GenTrust
Florida
$1.63M +$154K +3,927 +10%
3 4
5
6 7