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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 %
CC
176
Copperleaf Capital
North Carolina
$345K -$8.95K -221 -3%
BCI
177
Brinker Capital Investments
Pennsylvania
$340K +$33.2K +820 +11%
OPS
178
Orion Portfolio Solutions
Nebraska
$340K +$33.2K +820 +11%
QCM
179
Quantinno Capital Management
New York
$340K +$59.9K +1,479 +21%
APA
180
Astoria Portfolio Advisors
New York
$340K +$3.15K +74 +0.9%
JFG
181
Jefferies Financial Group
New York
$339K – – –
QPWM
182
Quadrant Private Wealth Management
Pennsylvania
$330K -$83.1K -2,054 -20%
ACP
183
Arcus Capital Partners
Georgia
$325K – – –
TC
184
TownSquare Capital
Utah
$322K -$4.94K -122 -2%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$321K -$13.6K -335 -4%
Bank of New York Mellon
186
Bank of New York Mellon
New York
$320K +$32.4K +801 +11%
EFG
187
Ehrlich Financial Group
California
$313K +$14.7K +364 +5%
AFP
188
Alpha Financial Partners
Kentucky
$313K +$313K +7,727 New
BEI
189
Benjamin Edwards Inc
Missouri
$312K +$312K +7,702 New
RW
190
Regimen Wealth
Georgia
$306K +$1.21K +30 +0.4%
LJAC
191
L.J. Altfest & Co
New York
$304K -$1.97M -48,658 -87%
RSWM
192
Robertson Stephens Wealth Management
California
$298K -$7.85K -194 -3%
AWM
193
Axxcess Wealth Management
California
$289K – – –
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$289K +$289K +7,128 New
IC
195
IEQ Capital
California
$284K +$6.03K +149 +2%
MFIM
196
Mesirow Financial Investment Management
Illinois
$282K – – –
Baird Financial Group
197
Baird Financial Group
Wisconsin
$282K -$2.56M -63,294 -90%
CIAS
198
CFS Investment Advisory Services
New Jersey
$280K -$164K -4,056 -37%
Bessemer Group
199
Bessemer Group
New Jersey
$268K -$27.2K -670 -9%
TWM
200
TSA Wealth Management
Texas
$267K -$167K -4,126 -39%
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