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iShares Global Energy ETF
IXC

Overview Fund Activity

368 hedge funds and large institutions have $1.15B invested in iShares Global Energy ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 166 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-30
Holders Change %
-7.54%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
87
Reduced
166
Closed
52
Calls
$1.88M
Puts
$8K
Net Calls
+$1.87M
Net Calls Change
+$637K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$398M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$20.6M
3
CA
3
CoreCap Advisors
Michigan
$6.5M
4
SWIG
4
Strategic Wealth Investment Group
Kentucky
$9.02M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$11.8M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
SA
4
Sanctuary Advisors
Indiana
$2.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$988K -$1.6M -39,542 -62%
CPP
102
Capasso Planning Partners
South Carolina
$975K -$331K -8,175 -25%
DA
103
Detalus Advisors
Missouri
$934K -$292K -7,204 -24%
OC
104
Oppenheimer & Co
New York
$921K +$4.29K +106 +0.5%
ATS
105
Ashton Thomas Securities
New York
$890K -$20.3K -502 -2%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$890K -$73.4K -1,812 -8%
AWM
107
AE Wealth Management
Kansas
$882K -$57.9K -1,431 -6%
USCWA
108
U.S. Capital Wealth Advisors
Texas
$850K -$56.3K -1,390 -6%
AFM
109
Abbot Financial Management
Massachusetts
$809K +$57.7K +1,425 +8%
MCM
110
MAI Capital Management
Ohio
$795K -$6.48K -160 -0.8%
PCA
111
Prosperity Capital Advisors
Ohio
$780K +$19.3K +476 +3%
WWM
112
Western Wealth Management
Colorado
$767K +$21.5K +532 +3%
PAG
113
Private Advisor Group
New Jersey
$752K -$330K -8,156 -30%
FFA
114
Farther Finance Advisors
California
$739K -$87.6K -2,164 -11%
PWMAG
115
Pinnacle Wealth Management Advisory Group
New Jersey
$722K -$40.5K -1,000 -5%
Citigroup
116
Citigroup
New York
$699K -$27.9K -689 -4%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$678K -$487K -11,874 -42%
LWM
118
Liberty Wealth Management
California
$668K -$804K -19,857 -55%
Mariner
119
Mariner
Kansas
$667K -$376K -9,279 -36%
IWM
120
IHT Wealth Management
Illinois
$660K +$75.6K +1,849 +13%
AAM
121
Ameraudi Asset Management
New York
$648K – – –
IPAM
122
ICICI Prudential Asset Management
India
$638K – – –
Renaissance Technologies
123
Renaissance Technologies
New York
$636K +$636K +15,700 New
KPWS
124
Kestra Private Wealth Services
Texas
$634K -$188K -4,643 -23%
OWA
125
One Wealth Advisors
California
$627K -$50.2K -1,240 -7%
3 4
5
6 7