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

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$168K
2
PPW
2
Parcion Private Wealth
Washington
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
CIM
4
Cambria Investment Management
California
$0
5
B
5
Barings
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
151
Choreo LLC
Illinois
$1.17M +$1.17M +29,850 New
SPIA
152
Steward Partners Investment Advisory
New York
$1.1M +$1.1M +28,101 New
RG
153
Rathbones Group
United Kingdom
$1.09M -$28.7K -734 -3%
Mariner
154
Mariner
Kansas
$1.08M +$332K +8,482 +44%
GIA
155
Gladstone Institutional Advisory
Florida
$1.05M +$374K +9,550 +55%
BWM
156
Baystate Wealth Management
Massachusetts
$1.04M +$1.04M +26,705 New
WA
157
Wealth Alliance
New York
$1.04M +$1.04M +26,645 New
AF
158
Affiance Financial
Minnesota
$1.04M -$102K -2,605 -9%
BFG
159
Beacon Financial Group
Texas
$1.03M +$1.03M +26,220 New
Mirae Asset Global Investments
160
Mirae Asset Global Investments
South Korea
$1.02M – – –
PFG
161
PAX Financial Group
Texas
$1.01M +$1.01M +25,993 New
FFA
162
Farther Finance Advisors
California
$992K +$992K +25,370 New
USCWA
163
U.S. Capital Wealth Advisors
Texas
$971K +$189K +4,837 +24%
KFS
164
Kelly Financial Services
Massachusetts
$949K +$949K +24,258 New
MA
165
Mutual Advisors
Nebraska
$947K +$165K +4,229 +21%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$926K -$42.9K -1,096 -4%
Corient Private Wealth
167
Corient Private Wealth
Florida
$921K +$5.98K +153 +0.7%
CAM
168
Cobblestone Asset Management
Virginia
$915K +$915K +23,383 New
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$914K +$914K +23,359 New
Squarepoint
170
Squarepoint
New York
$911K +$911K +23,282 New
OC
171
Oppenheimer & Co
New York
$900K -$516K -13,203 -36%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$850K -$184K -4,717 -18%
DE
173
Day & Ennis
Georgia
$844K +$844K +21,590 New
WP
174
WealthShield Partners
North Carolina
$836K +$836K +21,374 New
KWM
175
Keebeck Wealth Management
Illinois
$834K +$834K +21,325 New
5 6
7
8 9