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iShares Global Energy ETF
IXC

Overview Fund Activity

150 hedge funds and large institutions have $899M invested in iShares Global Energy ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
44
Reduced
51
Closed
19
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$820K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$83.7M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$29.6M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$29.1M
4
VF
4
Virtu Financial
New York
$5.67M
5
B
5
Barings
North Carolina
$5.56M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.9M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$28.1M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
ACI
4
AMP Capital Investors
Australia
$337M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
126
1834 Investment Advisors
Wisconsin
$23K – – –
IFA
127
Interactive Financial Advisors
Illinois
$21K +$38 +1 +0.2%
William Blair & Company
128
William Blair & Company
Illinois
$18K – – –
GP
129
Girard Partners
Pennsylvania
$15K +$15K +403 New
SFSG
130
Stearns Financial Services Group
North Carolina
$14K +$14K +375 New
ASN
131
Advisory Services Network
Georgia
$13K -$2.55K -70 -16%
WTB
132
Washington Trust Bank
Washington
$13K – – –
FHB
133
First Hawaiian Bank
Hawaii
$13K +$13K +332 New
CFA
134
Carroll Financial Associates
North Carolina
$9K – – –
YWP
135
YorkBridge Wealth Partners
New York
$8K -$4K -100 -33%
CAC
136
Certified Advisory Corp
Florida
$8K – – –
BFC
137
Bedel Financial Consulting
Indiana
$8K +$8K +225 New
SPIA
138
Steward Partners Investment Advisory
New York
$6K – – –
HNB
139
Huntington National Bank
Ohio
$6K -$6K – –
WSTAM
140
Wilbanks Smith & Thomas Asset Management
Virginia
$5K -$9.15M -228,859 -100%
AF
141
Advisornet Financial
Minnesota
$5K +$5K +121 New
MSA
142
Marino Stram & Associates
Massachusetts
$4K -$8.8K -209 -69%
BlackRock
143
BlackRock
New York
$4K – – –
APP
144
Avantax Planning Partners
Iowa
$4K +$4K +111 New
APA
145
American Portfolios Advisors
New York
$2.83K – – –
MWM
146
MinichMacGregor Wealth Management
New York
$2K – – –
CAG
147
Csenge Advisory Group
Florida
$2K +$2K +80 New
SIS
148
Sound Income Strategies
Florida
$1K +$1K +31 New
FRA
149
Front Row Advisors
California
$85 – – –
William Blair Investment Management
150
William Blair Investment Management
Illinois
– -$22.8M -609,400 Closed
3 4 5
6
7