IXC icon

iShares Global Energy ETF
IXC

Overview Fund Activity

243 hedge funds and large institutions have $913M invested in iShares Global Energy ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 83 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-22
Holders Change %
-8.3%
% of All Funds
4.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
56
Reduced
83
Closed
41
Calls
$1.46M
Puts
$1.37M
Net Calls
+$90K
Net Calls Change
+$149K

Top Buyers

1
PF
Phoenix Financial
Israel
$43M
2
Fisher Asset Management
Fisher Asset Management
Washington
$148M
3
CIM
Cambria Investment Management
California
$18.1M
4
MD
Money Design
Japan
$28.6M
5
VCM
Verger Capital Management
North Carolina
$16.2M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$866K
2
GW
GW & Wade
Massachusetts
$19.5M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$11.7M
4
BSG
Black Swift Group
Colorado
$0
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Laidlaw Wealth Management
New York
$332K +$3.3K +99 +1%
CFGS
127
Concourse Financial Group Securities
Alabama
$329K -$7.77K -233 -2%
BJL
128
Brighton Jones LLC
Washington
$320K – – –
APWA
129
Atlas Private Wealth Advisors
New Jersey
$318K – – –
Millennium Management
130
Millennium Management
New York
$307K +$307K +9,204 New
CWM
131
CCG Wealth Management
California
$304K – – –
CFG
132
Citizens Financial Group
Rhode Island
$297K – – –
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$292K -$703K -21,076 -71%
WMP
134
Wealth Management Partners
Arizona
$283K +$35.4K +1,000 +14%
JG
135
Jefferies Group
New York
$279K – – –
MA
136
MBA Advisors
Pennsylvania
$269K +$47.3K +1,418 +21%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$267K +$41.3K +1,238 +18%
WAM
138
WNY Asset Management
New York
$262K -$1.83K -55 -0.7%
SB
139
Simmons Bank
Arkansas
$257K -$33.1K -994 -11%
PWM
140
Perigon Wealth Management
California
$253K +$10K +300 +4%
VWA
141
V Wealth Advisors
Kansas
$248K – – –
ACP
142
Arcus Capital Partners
Georgia
$245K – – –
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$243K +$5.5K +165 +2%
Creative Planning
144
Creative Planning
Kansas
$240K -$108K -3,229 -31%
5L
145
55I LLC
Massachusetts
$233K -$351K -10,521 -60%
IAN
146
Integrated Advisors Network
Texas
$223K – – –
HNB
147
Huntington National Bank
Ohio
$221K -$234K – –
Bank of New York Mellon
148
Bank of New York Mellon
New York
$217K +$9.15K +274 +4%
WFA
149
Wipfli Financial Advisors
Wisconsin
$213K +$213K +6,381 New
MHR
150
Matthew Hamilton Rosenberg
$211K – – –
4 5
6
7 8