IXC icon

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 %
SWP
151
ShoreHaven Wealth Partners
New Jersey
$467K -$14.3K -353 -3%
WCFA
152
Walkner Condon Financial Advisors
Wisconsin
$466K -$17.2K -424 -4%
Wellington Management Group
153
Wellington Management Group
Massachusetts
$465K -$10.3M -253,342 -96%
HGWM
154
Horst & Graben Wealth Management
Oregon
$463K -$255K -6,311 -36%
CA
155
Centerpoint Advisors
Massachusetts
$462K – – –
TSS
156
Two Sigma Securities
New York
$461K +$215K +5,305 +87%
MA
157
Mutual Advisors
Nebraska
$446K -$47.7K -1,160 -10%
MC
158
Moors & Cabot
Massachusetts
$414K -$31.3K -773 -7%
Truist Financial
159
Truist Financial
North Carolina
$407K +$8.99K +222 +2%
EHC
160
Everett Harris & Co
California
$405K – – –
MYIA
161
Mount Yale Investment Advisors
Colorado
$399K +$33.8K +835 +9%
CWS
162
Cypress Wealth Services
California
$394K -$94.8K -2,341 -19%
1IA
163
1834 Investment Advisors
Wisconsin
$393K – – –
PGFC
164
Peapack-Gladstone Financial Corp
New Jersey
$386K – – –
TCM
165
Triumph Capital Management
Colorado
$384K +$384K +9,481 New
KV
166
Kickstand Ventures
New York
$383K -$367K -9,069 -49%
KWS
167
Keystone Wealth Services
California
$381K +$4.13K +102 +1%
CW
168
CreativeOne Wealth
Kansas
$378K -$85.3K -2,108 -18%
BJL
169
Brighton Jones LLC
Washington
$378K -$1.34K -33 -0.4%
S
170
Sunpointe
Missouri
$375K – – –
BBWP
171
Beacon Bridge Wealth Partners
Pennsylvania
$372K -$960K -23,711 -72%
SI
172
Stephens Inc
Arkansas
$364K -$32.4K -800 -8%
C1AG
173
Client 1st Advisory Group
Florida
$350K +$93.4K +2,308 +36%
SAM
174
Secure Asset Management
Michigan
$348K -$40 -1 -0%
CWM
175
Certus Wealth Management
California
$345K +$30.7K +758 +10%
5 6
7
8 9