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iShares Global Energy ETF
IXC

400 hedge funds and large institutions have $1.44B invested in iShares Global Energy ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 193 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,463% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

10.92% less ownership

Funds ownership: 72.23% → 61.31% (-11%)

14% less funds holding

Funds holding: 467 → 400 (-67)

41% less capital invested

Capital invested by funds: $2.43B → $1.44B (-$985M)

53% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 193

55% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 110

Holders
400
Holders Change
-67
Holders Change %
-14.35%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
50
Increased
91
Reduced
193
Closed
110
Calls
$1.25M
Puts
$8K
Net Calls
+$1.24M
Net Calls Change
+$500K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$74.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$44M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$33.1M
4
Jane Street
Jane Street
New York
+$16.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.66M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$304M
2
BlackRock
BlackRock
New York
-$73.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$71.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$63M
5
LPL Financial
LPL Financial
California
-$62.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
126
Oppenheimer & Co
New York
$940K -$16.2K -377 -2%
USCWA
127
U.S. Capital Wealth Advisors
Texas
$929K -$182K -4,250 -16%
ATS
128
Ashton Thomas Securities
New York
$918K +$964K +22,484 New
CSS
129
Cubist Systematic Strategies
Connecticut
$860K +$888K +20,729 New
FFA
130
Farther Finance Advisors
California
$851K -$835K -19,479 -49%
KPWS
131
Kestra Private Wealth Services
Texas
$843K -$616K -14,385 -41%
MCM
132
MAI Capital Management
Ohio
$822K +$2.49K +58 +0.3%
PWMAG
133
Pinnacle Wealth Management Advisory Group
New Jersey
$782K +$47.1K +1,100 +6%
PCA
134
Prosperity Capital Advisors
Ohio
$780K -$3.03M -70,814 -79%
New York State Common Retirement Fund
135
New York State Common Retirement Fund
New York
$771K +$13.5K +314 +2%
AFM
136
Abbot Financial Management
Massachusetts
$771K +$196K +4,564 +33%
KV
137
Kickstand Ventures
New York
$769K -$46.1K -1,076 -5%
WWM
138
Western Wealth Management
Colorado
$764K -$31.7K -740 -4%
LWM
139
Liberty Wealth Management
California
$764K -$726K -16,949 -32%
Citigroup
140
Citigroup
New York
$746K -$692K -16,157 -47%
BDF
141
Black Diamond Financial
Maryland
$746K +$770K +17,961 New
HGWM
142
Horst & Graben Wealth Management
Oregon
$737K -$3.87M -90,219 -84%
Creative Planning
143
Creative Planning
Kansas
$694K -$18.3K -428 -2%
OWA
144
One Wealth Advisors
California
$685K -$1.99M -46,382 -73%
IA
145
IFP Advisors
Florida
$684K -$43.7K -1,020 -6%
AAM
146
Ameraudi Asset Management
New York
$665K – – –
IPAM
147
ICICI Prudential Asset Management
India
$654K – – –
PWM
148
Perigon Wealth Management
California
$649K -$1.74M -40,528 -72%
RG
149
Rathbones Group
United Kingdom
$628K -$538K -12,562 -45%
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$627K – – –
4 5
6
7 8

IXC Hedge Fund Activity: Q2 2024 in Review

400 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2024, worth a combined $1.44B — down 41% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of IXC and 50 opened new positions — a net loss of 60 holders — while 193 trimmed existing stakes and 91 added.

The largest buyer was Focus Partners Wealth, adding an estimated $74.8M. The largest seller was Envestnet Asset Management, cutting an estimated $304M.

  • 400 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2024, down from 467 in Q1 2024.
  • Funds reported $1.44B of iShares Global Energy ETF stock for Q2 2024, down 41% quarter-over-quarter.
  • 50 funds opened new iShares Global Energy ETF positions in Q2 2024 and 110 closed out, a net change of -60 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $74.8M added.
  • The largest iShares Global Energy ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2024.