We are live on ! Find out more
IXC icon

iShares Global Energy ETF

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: 33 (0)

10.92% less ownership

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

14% less funds holding

Funds holding: 467400 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$1.34M +$110K +2,563 +9%
CPP
102
Capasso Planning Partners
South Carolina
$1.34M +$1.38M +32,261 New
SP
103
Stonebrook Private
Michigan
$1.32M -$343K -8,009 -20%
EL
104
EQ LLC
Washington
$1.32M -$17.1K -398 -1%
DA
105
Detalus Advisors
Missouri
$1.26M -$2.55M -59,609 -66%
VF
106
Virtu Financial
New York
$1.22M +$1.26M +29,423 New
JIR
107
James Investment Research
Ohio
$1.2M
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$1.18M -$582K -13,579 -32%
CTA
109
Chesley Taft & Associates
Illinois
$1.16M +$166K +3,875 +16%
CLOS
110
Compagnie Lombard Odier SCmA
Switzerland
$1.16M
CL
111
Choreo LLC
Illinois
$1.15M -$58.6K -1,368 -5%
JSSH
112
J. Safra Sarasin Holding
$1.14M +$1.18M +27,489 New
RJA
113
Raymond James & Associates
Florida
$1.11M -$459K -10,712 -29%
PAG
114
Private Advisor Group
New Jersey
$1.11M -$765K -17,856 -40%
UBS AM
115
UBS AM
Illinois
$1.1M +$954K +22,267 +526%
WWG
116
West Wealth Group
California
$1.09M -$2.63M -61,480 -70%
AF
117
Affiance Financial
Minnesota
$1.08M -$24K -559 -2%
Mariner
118
Mariner
Kansas
$1.07M -$1.99M -46,469 -64%
TI
119
Trexquant Investment
Connecticut
$1.06M +$1.09M +25,447 New
CI
120
Clal Insurance
Israel
$1.04M -$857K -20,000 -44%
CAM
121
Cresset Asset Management
Illinois
$1M +$1.03M +24,105 New
Corient Private Wealth
122
Corient Private Wealth
Florida
$998K +$19.5K +454 +2%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$988K +$10.9K +255 +1%
AWM
124
AE Wealth Management
Kansas
$964K -$6.7M -156,374 -87%
SFS
125
Security Financial Services
Indiana
$952K -$245K -5,728 -20%

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.