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iShares Global Energy ETF
IXC

Overview Fund Activity

368 hedge funds and large institutions have $1.15B invested in iShares Global Energy ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 166 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-30
Holders Change %
-7.54%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
87
Reduced
166
Closed
52
Calls
$1.88M
Puts
$8K
Net Calls
+$1.87M
Net Calls Change
+$637K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$398M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$20.6M
3
CA
CoreCap Advisors
Michigan
$6.5M
4
SWIG
Strategic Wealth Investment Group
Kentucky
$9.02M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$11.8M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
$0
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
SA
Sanctuary Advisors
Indiana
$2.48M
5
Morgan Stanley
Morgan Stanley
New York
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Scotia Capital
Ontario, Canada
$626K +$20.2K +500 +3%
LIA
127
Lynx Investment Advisory
District of Columbia
$621K +$267K +6,595 +75%
GWANC
128
Guardian Wealth Advisors (North Carolina)
North Carolina
$611K – – –
RG
129
Rathbones Group
United Kingdom
$610K -$2.71K -67 -0.4%
Vontobel Holding
130
Vontobel Holding
Switzerland
$607K – – –
SFS
131
Security Financial Services
Indiana
$603K -$326K -8,053 -35%
FSA
132
Fort Sheridan Advisors
Illinois
$599K +$11.8K +292 +2%
PWM
133
Perigon Wealth Management
California
$581K -$51.3K -1,268 -8%
APW
134
Atlantic Private Wealth
North Carolina
$573K – – –
WMA
135
Wealth Management Associates
New Jersey
$564K -$3.64K -90 -0.6%
KA
136
Kovack Advisors
Florida
$544K -$18.9K -467 -3%
CFGS
137
Concourse Financial Group Securities
Alabama
$537K -$16.2K -399 -3%
IFS
138
Ifrah Financial Services
Arkansas
$533K +$11.6K +287 +2%
AA
139
Axiom Advisory
California
$525K +$8.21K +200 +2%
WPW
140
Watershed Private Wealth
Illinois
$518K -$59.3K -1,465 -10%
CAM
141
Cresset Asset Management
Illinois
$518K -$458K -11,316 -47%
GWM
142
Geneos Wealth Management
Colorado
$508K +$23.3K +575 +5%
Cerity Partners
143
Cerity Partners
New York
$507K -$27.9K -689 -5%
IWP
144
Insight Wealth Partners
Texas
$505K +$58.2K +1,437 +13%
CFG
145
Citizens Financial Group
Rhode Island
$504K +$11.2K +276 +2%
Prudential Financial
146
Prudential Financial
New Jersey
$500K +$35K +864 +8%
FFS
147
Founders Financial Securities
Maryland
$493K – – –
KWM
148
Keebeck Wealth Management
Illinois
$481K -$921K -22,762 -66%
Creative Planning
149
Creative Planning
Kansas
$474K -$204K -5,031 -30%
JWA
150
JFS Wealth Advisors
Pennsylvania
$469K +$1.5K +37 +0.3%
4 5
6
7 8