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iShares Global Energy ETF
IXC

Overview Fund Activity

398 hedge funds and large institutions have $1.44B invested in iShares Global Energy ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 192 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
-68
Holders Change %
-14.59%
% of All Funds
5.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
49
Increased
91
Reduced
192
Closed
110
Calls
$1.25M
Puts
$8K
Net Calls
+$1.24M
Net Calls Change
+$500K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$100M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$346M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.3M
4
Jane Street
4
Jane Street
New York
$30.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.94M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34M
2
BlackRock
2
BlackRock
New York
$6.66M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.65M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$49.2M
5
LPL Financial
5
LPL Financial
California
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Copperleaf Capital
North Carolina
$363K +$1.49K +36 +0.4%
LIA
202
Lynx Investment Advisory
District of Columbia
$363K +$363K +8,743 New
SAM
203
Secure Asset Management
Michigan
$357K +$3.2K +77 +0.9%
JFG
204
Jefferies Financial Group
New York
$348K – – –
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$343K -$2.54K -61 -0.7%
TC
206
TownSquare Capital
Utah
$335K -$605K -14,572 -64%
ACP
207
Arcus Capital Partners
Georgia
$333K +$7.35K +177 +2%
APA
208
Astoria Portfolio Advisors
New York
$329K +$1.45K +35 +0.4%
BRWA
209
B. Riley Wealth Advisors
Florida
$328K +$116K +2,785 +54%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$327K – – –
CWM
211
Certus Wealth Management
California
$323K -$442K -10,645 -58%
BCI
212
Brinker Capital Investments
Pennsylvania
$315K -$1.93M -46,599 -86%
OPS
213
Orion Portfolio Solutions
Nebraska
$315K -$1.93M -46,599 -86%
RSWM
214
Robertson Stephens Wealth Management
California
$314K -$283K -6,822 -47%
RW
215
Regimen Wealth
Georgia
$312K +$28.2K +680 +10%
EFG
216
Ehrlich Financial Group
California
$306K -$745K -17,937 -71%
AI
217
Atria Investments
North Carolina
$303K -$4.21M -101,313 -93%
Bessemer Group
218
Bessemer Group
New Jersey
$302K +$32.7K +789 +12%
AWM
219
Axxcess Wealth Management
California
$296K +$5.6K +135 +2%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$295K -$13.8M -332,679 -98%
RPGK
221
Retirement Planning Group (Kansas)
Kansas
$295K -$13.6K -327 -4%
SHIM
222
Stone House Investment Management
Pennsylvania
$292K -$2.25M -54,200 -89%
AAP
223
Arax Advisory Partners
Colorado
$291K +$4.57K +110 +2%
OAP
224
One Advisory Partners
Kansas
$290K -$2.87M -69,188 -91%
MFIM
225
Mesirow Financial Investment Management
Illinois
$290K – – –
7 8
9
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