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iShares Global Energy ETF

400 hedge funds and large institutions have $1.44B invested in iShares Global Energy ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 193 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,463% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10.92% less ownership

Funds ownership: 72.23%61.31% (-11%)

14% less funds holding

Funds holding: 467400 (-67)

41% less capital invested

Capital invested by funds: $2.43B → $1.44B (-$985M)

53% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 193

55% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 110

Holders
400
Holders Change
-67
Holders Change %
-14.35%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
91
Reduced
193
Closed
110
Calls
$1.25M
Puts
$8K
Net Calls
+$1.24M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
176
Prudential Financial
New Jersey
$477K -$2.33M -54,457 -83%
CW
177
CreativeOne Wealth
Kansas
$475K -$7.65M -178,604 -94%
CA
178
Centerpoint Advisors
Massachusetts
$473K -$59.8K -1,395 -11%
IWP
179
Insight Wealth Partners
Texas
$459K +$43.3K +1,010 +10%
RA
180
RFG Advisory
Alabama
$458K -$1.52M -35,460 -76%
MC
181
Moors & Cabot
Massachusetts
$457K -$9.64K -225 -2%
CIAS
182
CFS Investment Advisory Services
New Jersey
$455K +$470K +10,961 New
TWM
183
TSA Wealth Management
Texas
$445K -$1.84M -43,029 -80%
QPWM
184
Quadrant Private Wealth Management
Pennsylvania
$423K -$566K -13,211 -56%
EHC
185
Everett Harris & Co
California
$415K
AR
186
Apeiron RIA
Texas
$408K -$823K -19,213 -66%
Truist Financial
187
Truist Financial
North Carolina
$408K -$2.45M -57,173 -85%
SI
188
Stephens Inc
Arkansas
$407K -$257 -6 -0.1%
SCA
189
Snowden Capital Advisors
New York
$404K -$1.06M -24,817 -72%
1IA
190
1834 Investment Advisors
Wisconsin
$403K
FRA
191
FFG Retirement Advisors
Colorado
$401K -$686 -16 -0.2%
PGFC
192
Peapack-Gladstone Financial Corp
New Jersey
$395K +$21.4K +500 +6%
IA
193
IFG Advisory
Georgia
$393K -$264K -6,149 -39%
GCP
194
GSA Capital Partners
United Kingdom
$390K -$3.56K -83 -0.9%
BJL
195
Brighton Jones LLC
Washington
$389K -$8.57K -200 -2%
KWS
196
Keystone Wealth Services
California
$386K -$53.6K -1,250 -12%
S
197
Sunpointe
Missouri
$385K
MFG
198
Merit Financial Group
Georgia
$375K -$2.97M -69,287 -88%
MYIA
199
Mount Yale Investment Advisors
Colorado
$374K -$491K -11,456 -56%
CWP
200
Cyndeo Wealth Partners
Florida
$365K -$182K -4,238 -33%

IXC Hedge Fund Activity: Q2 2024 in Review

400 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2024, worth a combined $1.44B — down 41% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of IXC and 50 opened new positions — a net loss of 60 holders — while 193 trimmed existing stakes and 91 added.

The largest buyer was Focus Partners Wealth, adding an estimated $74.8M. The largest seller was Envestnet Asset Management, cutting an estimated $304M.

  • 400 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2024, down from 467 in Q1 2024.
  • Funds reported $1.44B of iShares Global Energy ETF stock for Q2 2024, down 41% quarter-over-quarter.
  • 50 funds opened new iShares Global Energy ETF positions in Q2 2024 and 110 closed out, a net change of -60 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $74.8M added.
  • The largest iShares Global Energy ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2024.