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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 %
KPWS
201
Kestra Private Wealth Services
Texas
$587K +$58.5K +1,496 +11%
MGWM
202
Marks Group Wealth Management
Minnesota
$585K +$585K +14,964 New
IA
203
IFP Advisors
Florida
$572K +$572K +14,634 New
CWM
204
Centurion Wealth Management
Virginia
$562K +$562K +14,371 New
PWMAG
205
Pinnacle Wealth Management Advisory Group
New Jersey
$561K +$13.7K +350 +3%
APW
206
Atlantic Private Wealth
North Carolina
$554K – – –
CWM
207
Certus Wealth Management
California
$551K +$551K +14,100 New
FSA
208
Fort Sheridan Advisors
Illinois
$549K +$189K +4,835 +52%
AF
209
Advisornet Financial
Minnesota
$549K +$549K +14,031 New
MW
210
Maia Wealth
Colorado
$545K +$545K +13,923 New
AFM
211
Abbot Financial Management
Massachusetts
$537K +$537K +13,740 New
TWM
212
Tradition Wealth Management
Minnesota
$535K +$535K +13,681 New
WMA
213
Wealth Management Associates
New Jersey
$533K +$15.6K +400 +3%
MLA
214
My Legacy Advisors
Oregon
$519K +$53.5K +1,397 +11%
BWM
215
BlackDiamond Wealth Management
New York
$513K +$52.5K +1,366 +11%
Lido Advisors
216
Lido Advisors
California
$506K -$59.6K -899 -11%
CA
217
Centerpoint Advisors
Massachusetts
$500K -$938 -24 -0.2%
DFG
218
Delta Financial Group
New Jersey
$494K +$34.9K +893 +8%
FFS
219
Founders Financial Securities
Maryland
$492K +$8.29K +212 +2%
SWA
220
Stratos Wealth Advisors
Ohio
$483K +$483K +12,340 New
TC
221
TownSquare Capital
Utah
$477K +$477K +12,207 New
IA
222
IFG Advisory
Georgia
$477K +$193K +4,942 +68%
SFS
223
Sowell Financial Services
Arkansas
$473K +$473K +12,091 New
DI
224
DFPG Investments
Utah
$472K +$119K +2,977 +34%
CPC
225
Cookson Peirce & Co
Pennsylvania
$472K +$23.5K +601 +5%
7 8
9
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