IXC icon

iShares Global Energy ETF
IXC

Overview Fund Activity

154 hedge funds and large institutions have $410M invested in iShares Global Energy ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+4
Holders Change %
+2.67%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
63
Reduced
42
Closed
21
Calls
$1K
Puts
$206K
Net Calls
-$205K
Net Calls Change
-$203K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$48M
2
Fisher Asset Management
Fisher Asset Management
Washington
$58.8M
3
ACI
AMP Capital Investors
Australia
$17.6M
4
Morgan Stanley
Morgan Stanley
New York
$19.9M
5
MIM
Morningstar Investment Management
Illinois
$34.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$19.2M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
CCM
Cadence Capital Management
Massachusetts
$0
4
MD
Money Design
Japan
$7.37M
5
CA
Cetera Advisors
Colorado
$830K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
126
American Portfolios Advisors
New York
$16.2K +$879 +45 +6%
PA
127
Parallel Advisors
California
$15K +$5.68K +305 +61%
RG
128
Retirement Group
California
$15K +$15K +775 New
BDWM
129
Brewin Dolphin Wealth Management
Ireland
$14.7K – – –
LWM
130
Lenox Wealth Management
Ohio
$14K +$14K +756 New
GFPC
131
Global Financial Private Client
Florida
$12K -$47K -2,437 -80%
HWA
132
HHM Wealth Advisors
Tennessee
$11K +$198 +10 +2%
AWM
133
Apollon Wealth Management
South Carolina
$11K +$11K +570 New
HIA
134
Harbor Investment Advisory
Maryland
$10K – – –
TC
135
Truvestments Capital
Florida
$10K – – –
JPLA
136
Joseph P. Lucia & Associates
New York
$10K – – –
OPS
137
Orion Portfolio Solutions
Nebraska
$10K – – –
William Blair & Company
138
William Blair & Company
Illinois
$9K – – –
WTC
139
WhitTier Trust Company
Nevada
$9K +$5K +250 +125%
CAAS
140
Capital Asset Advisory Services
Michigan
$8K +$145 +7 +2%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$5K -$3.26K -168 -39%
CG
142
Cutler Group
California
$5K +$5K +300 New
WCG
143
Weaver Consulting Group
California
$4K -$1.83K -87 -31%
CFA
144
Carroll Financial Associates
North Carolina
$4K – – –
BFC
145
Bedel Financial Consulting
Indiana
$4K – – –
1IA
146
1834 Investment Advisors
Wisconsin
$3K – – –
PP
147
Pacifica Partners
Canada
$3K +$61 +3 +2%
AIC
148
Archer Investment Corporation
Indiana
$2.13K – – –
IA
149
IFP Advisors
Florida
$2K -$10.7K -349 -84%
MRC
150
Millburn Ridgefield Corp
New York
$2K +$2K +87 New
3 4 5
6
7