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iShares Global Energy ETF
IXC

Overview Fund Activity

150 hedge funds and large institutions have $275M invested in iShares Global Energy ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
46
Reduced
35
Closed
32
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$21.1M
2
MIM
2
Morningstar Investment Management
Illinois
$22.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.04M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$23.4M
5
MAM
5
Madison Asset Management
Wisconsin
$7.27M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$1.63M
2
HTC
2
Haverford Trust Company
Pennsylvania
$519K
3
Morgan Stanley
3
Morgan Stanley
New York
$9.79M
4
ACI
4
AMP Capital Investors
Australia
$4.64M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCG
151
MACRO Consulting Group
New Jersey
– -$3.38M -109,843 Closed
CTA
152
Chesley Taft & Associates
Illinois
– -$2.77M -89,681 Closed
BAAM
153
Baker Avenue Asset Management
California
– -$2.44M -79,043 Closed
NR
154
Newfound Research
Massachusetts
– -$2.31M -74,819 Closed
MWM
155
Merriman Wealth Management
Washington
– -$1.42M -45,950 Closed
GCA
156
Greenwood Capital Associates
South Carolina
– -$1.34M -43,585 Closed
SIA
157
Starfire Investment Advisers
Michigan
– -$1.26M -40,727 Closed
LBD
158
Landsberg Bennett & Dubbaneh
Florida
– -$1.24M -40,204 Closed
PAM
159
PVG Asset Management
Colorado
– -$920K -29,825 Closed
FFG
160
Ford Financial Group
California
– -$693K -22,500 Closed
PPW
161
Parcion Private Wealth
Washington
– -$307K -9,962 Closed
KPW
162
Kore Private Wealth
New York
– -$280K -9,083 Closed
UCFA
163
United Capital Financial Advisors
Texas
– -$279K -9,054 Closed
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
– -$279K -9,045 Closed
GPA
165
Guidance Point Advisors
Massachusetts
– -$278K -9,022 Closed
PFA
166
Pathway Financial Advisors
Vermont
– -$262K -8,700 Closed
CFA
167
Cahill Financial Advisors
Minnesota
– -$261K -8,447 Closed
SCA
168
Snowden Capital Advisors
New York
– -$248K -8,028 Closed
NFC
169
Northeast Financial Consultants
Connecticut
– -$244K -7,900 Closed
CBFP
170
Cedar Brook Financial Partners
Ohio
– -$241K -7,828 Closed
BBVA
171
Banco Bilbao Vizcaya Argentaria
Spain
– -$231K -7,500 Closed
JIR
172
James Investment Research
Ohio
– -$223K -7,230 Closed
SFA
173
Semmax Financial Advisors
North Carolina
– -$47K -1,514 Closed
SFFS
174
Stonehage Fleming Financial Services
Jersey
– -$42K -1,353 Closed
RFWA
175
RPg Family Wealth Advisory
Massachusetts
– -$32.5K -1,054 Closed
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