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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 %
1IA
126
1834 Investment Advisors
Wisconsin
$23K +$23K +608 New
CCM
127
Cribstone Capital Management
Maine
$22K – – –
IFA
128
Interactive Financial Advisors
Illinois
$20K -$73 -2 -0.4%
OIA
129
OneDigital Investment Advisors
Kansas
$19K – – –
William Blair & Company
130
William Blair & Company
Illinois
$18K – – –
NC
131
NewSquare Capital
Pennsylvania
$17K +$17K +471 New
ASN
132
Advisory Services Network
Georgia
$16K – – –
WTB
133
Washington Trust Bank
Washington
$13K – – –
YWP
134
YorkBridge Wealth Partners
New York
$11K – – –
MSA
135
Marino Stram & Associates
Massachusetts
$11K +$109 +3 +1%
CFA
136
Carroll Financial Associates
North Carolina
$9K – – –
CAC
137
Certified Advisory Corp
Florida
$8K – – –
HNB
138
Huntington National Bank
Ohio
$6K -$5K – –
SPIA
139
Steward Partners Investment Advisory
New York
$6K +$74 +2 +1%
BCA
140
Bay Colony Advisors
Massachusetts
$5K +$5K +124 New
BlackRock
141
BlackRock
New York
$4K +$1.31K +38 +49%
APA
142
American Portfolios Advisors
New York
$2.8K – – –
PCIA
143
Prime Capital Investment Advisors
Kansas
$2K – – –
MWM
144
MinichMacGregor Wealth Management
New York
$2K – – –
SEI Investments
145
SEI Investments
Pennsylvania
$2K +$2K +51 New
FRA
146
Front Row Advisors
California
$96 -$12 -310 -11%
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
– -$63.7M -1,873,333 Closed
Jane Street
148
Jane Street
New York
– -$1.61M -47,254 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
– -$949K -27,930 Closed
JIM
150
Jupiter Investment Management
United Kingdom
– -$812K -23,904 Closed
3 4 5
6
7