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iShares Global Energy ETF
IXC

Overview Fund Activity

466 hedge funds and large institutions have $2.43B invested in iShares Global Energy ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+35
Holders Change %
+8.12%
% of All Funds
6.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
80
Increased
237
Reduced
84
Closed
34
Calls
$1.48M
Puts
$747K
Net Calls
+$737K
Net Calls Change
-$872K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$314M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$114M
3
BlackRock
3
BlackRock
New York
$80.2M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$28.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$339M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$253K
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.5M
5
UBS Group
5
UBS Group
Switzerland
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
201
SWMG LLC
Texas
$892K +$76.4K +1,778 +9%
MYIA
202
Mount Yale Investment Advisors
Colorado
$879K +$85.7K +1,995 +11%
FFN
203
Focus Financial Network
Minnesota
$877K +$201K +4,670 +30%
RIA
204
Regal Investment Advisors
Michigan
$875K +$18.1K +422 +2%
TVM
205
True Vision MN
Minnesota
$865K +$167K +3,792 +24%
MCM
206
MAI Capital Management
Ohio
$848K +$2.88K +67 +0.3%
KV
207
Kickstand Ventures
New York
$842K +$842K +19,607 New
AssetMark Inc
208
AssetMark Inc
California
$833K +$87.3K +2,033 +12%
CS
209
Credit Suisse
Switzerland
$832K -$999K -23,265 -55%
WWM
210
Western Wealth Management
Colorado
$823K -$86.2K -2,008 -9%
MLA
211
My Legacy Advisors
Oregon
$821K +$239K +5,570 +41%
SVWG
212
Shared Vision Wealth Group
United States
$800K +$383K +8,921 +92%
CWM
213
Centurion Wealth Management
Virginia
$795K +$178K +4,136 +29%
CWM
214
Certus Wealth Management
California
$790K +$185K +4,322 +31%
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$787K +$787K +18,330 New
MFA
216
Mayflower Financial Advisors
Massachusetts
$785K +$324K +7,535 +70%
New York State Common Retirement Fund
217
New York State Common Retirement Fund
New York
$784K -$16.8K -392 -2%
IWM
218
IHT Wealth Management
Illinois
$774K +$774K +18,029 New
DWM
219
Dynasty Wealth Management
Florida
$763K +$763K +17,756 New
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$762K +$146K +3,400 +24%
IA
221
IFP Advisors
Florida
$751K +$123K +2,853 +19%
Creative Planning
222
Creative Planning
Kansas
$737K +$86.8K +2,022 +13%
SWA
223
Stratos Wealth Advisors
Ohio
$724K +$194K +4,515 +37%
AAM
224
Ameraudi Asset Management
New York
$688K -$8.42K -196 -1%
SC
225
Scotia Capital
Ontario, Canada
$685K -$5.32M -123,945 -89%
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