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iShares Global Energy ETF
IXC

Overview Fund Activity

247 hedge funds and large institutions have $771M invested in iShares Global Energy ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-12
Holders Change %
-4.63%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
26
Increased
64
Reduced
82
Closed
32
Calls
$2.02M
Puts
$396K
Net Calls
+$1.63M
Net Calls Change
+$1.14M

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$15.3M
2
MAM
2
Madison Asset Management
Wisconsin
$9.31M
3
EE
3
EWG Elevate
California
$3.97M
4
UBS Group
4
UBS Group
Switzerland
$19.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.51M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$129M
2
PF
2
Phoenix Financial
Israel
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$14.9M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Laidlaw Wealth Management
New York
$377K – – –
Bessemer Group
127
Bessemer Group
New Jersey
$371K -$3.63M -96,140 -91%
APWA
128
Atlas Private Wealth Advisors
New Jersey
$360K – – –
FSA
129
Fort Sheridan Advisors
Illinois
$355K +$142K +3,759 +66%
TI
130
Trexquant Investment
Connecticut
$348K +$348K +9,228 New
BJL
131
Brighton Jones LLC
Washington
$347K – – –
CFG
132
Citizens Financial Group
Rhode Island
$346K – – –
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$339K -$73.3K -1,940 -18%
AAP
134
Arax Advisory Partners
Colorado
$336K -$37.7K -998 -10%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$336K +$336K +8,847 New
IA
136
IFG Advisory
Georgia
$316K -$87.6K -2,320 -22%
JFG
137
Jefferies Financial Group
New York
$316K – – –
CWM
138
CCG Wealth Management
California
$293K – – –
ACP
139
Arcus Capital Partners
Georgia
$286K – – –
RPGK
140
Retirement Planning Group (Kansas)
Kansas
$275K – – –
PWM
141
Perigon Wealth Management
California
$270K – – –
WMP
142
Wealth Management Partners
Arizona
$269K +$4.72K +125 +2%
WS
143
Wedbush Securities
California
$267K +$267K +7,069 New
Chevy Chase Trust
144
Chevy Chase Trust
Maryland
$267K -$158K -4,174 -37%
CA
145
Cetera Advisors
Colorado
$267K +$3.81K +101 +1%
WAM
146
WNY Asset Management
New York
$253K -$13.6K -360 -5%
IAN
147
Integrated Advisors Network
Texas
$253K -$4.27K -113 -2%
HNB
148
Huntington National Bank
Ohio
$250K -$258K – –
DAS
149
Dynamic Advisor Solutions
Arizona
$244K +$244K +6,470 New
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$243K +$9.39K +249 +4%
4 5
6
7 8