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iShares Global Energy ETF
IXC

Overview Fund Activity

201 hedge funds and large institutions have $680M invested in iShares Global Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
27
Increased
66
Reduced
51
Closed
21
Calls
$956K
Puts
$857K
Net Calls
+$99K
Net Calls Change
+$4.02M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$56M
2
MD
Money Design
Japan
$30M
3
DZ Bank
DZ Bank
Germany
$23.8M
4
COLIM
City of London Investment Management
United Kingdom
$18.2M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$41.6M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$786K
2
MIM
Morningstar Investment Management
Illinois
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$2.63M
4
MCM
Mainstay Capital Management
Michigan
$0
5
ACI
Alpha Cubed Investments
California
$956K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
176
Glen Eagle Advisors
New Jersey
$16.4K – – –
LCM
177
Logan Capital Management
Pennsylvania
$14K -$64.2K -2,430 -82%
PA
178
Parallel Advisors
California
$13K – – –
HIA
179
Harbor Investment Advisory
Maryland
$13K – – –
APA
180
American Portfolios Advisors
New York
$9.29K -$30.1K -1,121 -76%
SWA
181
SOA Wealth Advisors
New York
$9K – – –
EVM
182
Eaton Vance Management
Massachusetts
$7K – – –
COCM
183
Charter Oak Capital Management
New Hampshire
$5K – – –
Fidelity Investments
184
Fidelity Investments
Massachusetts
$5K +$769 +26 +18%
TC
185
Truvestments Capital
Florida
$4K – – –
PP
186
Pacifica Partners
Canada
$4K – – –
SFP
187
Sterling Financial Planning
New Jersey
$4K – – –
KFS
188
Kelly Financial Services
Massachusetts
$3.71K -$4.14K -154 -53%
SCA
189
Stonebridge Capital Advisors
Minnesota
$3K – – –
CCM
190
Cribstone Capital Management
Maine
$3K +$3K +104 New
KIG
191
Kowal Investment Group
Wisconsin
$3K +$3K +119 New
AIC
192
Archer Investment Corporation
Indiana
$2.93K +$2.93K +109 New
IA
193
IFP Advisors
Florida
$2K -$190 -4 -9%
CWP
194
Concord Wealth Partners
Virginia
$2K – – –
BW
195
Bison Wealth
Georgia
$2K – – –
GTAM
196
Global Trust Asset Management
Florida
$1K -$5.09K -270 -84%
FWM
197
Focused Wealth Management
New York
$1K – – –
ED
198
Exane Derivatives
France
$430 – – –
BBHC
199
Brown Brothers Harriman & Co
New York
$13 +$13 +470 New
MIM
200
Morningstar Investment Management
Illinois
– -$35.1M -1,320,775 Closed
5 6 7
8
9