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iShares Global Energy ETF
IXC

Overview Fund Activity

263 hedge funds and large institutions have $891M invested in iShares Global Energy ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
48
Increased
65
Reduced
76
Closed
21
Calls
$3.72M
Puts
$227K
Net Calls
+$3.5M
Net Calls Change
+$2.07M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$187M
2
DZ Bank
DZ Bank
Germany
$20.5M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15.5M
4
CIM
Cambria Investment Management
California
$12M
5
B
Barings
North Carolina
$7.84M

Top Sellers

1
Jane Street
Jane Street
New York
$3.59M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
BSG
Black Swift Group
Colorado
$0
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$5.81M
5
VCM
Verger Capital Management
North Carolina
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
CCG Wealth Management
California
$310K – – –
SQA
152
Simon Quick Advisors
New Jersey
$310K -$504K -12,216 -62%
PWM
153
Perigon Wealth Management
California
$306K +$5.57K +135 +2%
IA
154
IFG Advisory
Georgia
$299K +$299K +7,257 New
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$297K +$297K +7,203 New
LWM
156
Laidlaw Wealth Management
New York
$297K -$117K -2,831 -28%
WMP
157
Wealth Management Partners
Arizona
$294K – – –
RPGK
158
Retirement Planning Group (Kansas)
Kansas
$293K – – –
Chevy Chase Trust
159
Chevy Chase Trust
Maryland
$292K – – –
IWP
160
Insight Wealth Partners
Texas
$289K +$57.1K +1,384 +25%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$286K +$32.6K +789 +13%
AWM
162
Axxcess Wealth Management
California
$285K – – –
IC
163
IEQ Capital
California
$283K – – –
CC
164
Courier Capital
New York
$277K +$39.2K +951 +16%
IAN
165
Integrated Advisors Network
Texas
$275K -$1.07K -26 -0.4%
CA
166
Cetera Advisors
Colorado
$274K +$15.2K +369 +6%
PWA
167
Provenance Wealth Advisors
Florida
$254K +$254K +6,160 New
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$254K +$196K +4,754 +340%
APA
169
Astoria Portfolio Advisors
New York
$246K +$246K +6,144 New
Renaissance Technologies
170
Renaissance Technologies
New York
$243K -$581K -14,100 -71%
IF
171
Integrity Financial
Wyoming
$240K – – –
MA
172
MBA Advisors
Pennsylvania
$238K -$8.67K -210 -4%
GCP
173
GSA Capital Partners
United Kingdom
$236K +$236K +5,723 New
SB
174
Simmons Bank
Arkansas
$236K – – –
FPCP
175
Fort Point Capital Partners
California
$233K -$289K -7,014 -55%
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7
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