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iShares Global Energy ETF
IXC

Overview Fund Activity

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$287M
2
Morgan Stanley
Morgan Stanley
New York
$192M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$84.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$78.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74.7M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$168K
2
PPW
Parcion Private Wealth
Washington
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
CIM
Cambria Investment Management
California
$0
5
B
Barings
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$1.63M +$1.23M +31,504 +310%
PAG
127
Private Advisor Group
New Jersey
$1.63M +$949K +24,276 +140%
PP
128
Prudential plc
United Kingdom
$1.62M +$117K +3,000 +8%
KFSC
129
Keystone Financial Services (Colorado)
Colorado
$1.58M +$1.58M +40,413 New
OWA
130
One Wealth Advisors
California
$1.58M +$1.58M +40,276 New
BIG
131
Bush Investment Group
Georgia
$1.5M +$1.5M +38,646 New
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$1.5M +$68.3K +1,747 +5%
BRWA
133
B. Riley Wealth Advisors
Florida
$1.47M +$1.27M +32,561 +636%
CWS
134
Cypress Wealth Services
California
$1.46M +$1.46M +37,392 New
TWM
135
TSA Wealth Management
Texas
$1.43M +$1.43M +36,616 New
GCP
136
GSA Capital Partners
United Kingdom
$1.43M +$1.2M +30,747 +537%
SP
137
Stonebrook Private
Michigan
$1.42M +$1.42M +36,236 New
SWP
138
ShoreHaven Wealth Partners
New Jersey
$1.41M +$1.41M +36,144 New
RJA
139
Raymond James & Associates
Florida
$1.41M +$276K +7,061 +24%
SHIM
140
Stone House Investment Management
Pennsylvania
$1.4M +$1.4M +35,904 New
PWA
141
Physician Wealth Advisors
Utah
$1.4M +$1.4M +37,310 New
FLA
142
Financial Life Advisors
Texas
$1.37M +$1.37M +35,014 New
JIR
143
James Investment Research
Ohio
$1.35M -$120K -3,056 -8%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$1.26M +$1.26M +32,330 New
IIA
145
IPG Investment Advisors
California
$1.25M – – –
Wealthfront Advisers
146
Wealthfront Advisers
California
$1.25M -$82.6K -2,111 -6%
Citigroup
147
Citigroup
New York
$1.24M +$723K +18,492 +140%
TF
148
Trek Financial
Arizona
$1.23M +$1.23M +31,493 New
RA
149
RFG Advisory
Alabama
$1.22M +$1.22M +31,175 New
T
150
TNF
Montana
$1.17M +$1.17M +29,903 New
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