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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 %
AssetMark Inc
201
AssetMark Inc
California
$266K +$28.5K +703 +12%
AAP
202
Arax Advisory Partners
Colorado
$266K -$18.1K -446 -6%
T
203
TNF
Montana
$264K -$4.11K -100 -2%
LWM
204
Laidlaw Wealth Management
New York
$262K – – –
IAN
205
Integrated Advisors Network
Texas
$262K -$10.1K -250 -4%
CA
206
Claro Advisors
Massachusetts
$261K +$47.7K +1,178 +22%
MPW
207
MGO Private Wealth
California
$260K – – –
Northern Trust
208
Northern Trust
Illinois
$260K +$260K +6,422 New
LA
209
Legacy Advisors
Pennsylvania
$257K – – –
JWCA
210
J.W. Cole Advisors
Florida
$254K -$3.64K -90 -1%
BRWA
211
B. Riley Wealth Advisors
Florida
$252K -$75.1K -1,817 -23%
PWA
212
Provenance Wealth Advisors
Florida
$249K – – –
WMP
213
Wealth Management Partners
Arizona
$249K – – –
AWS
214
Atria Wealth Solutions
New York
$248K +$20.7K +512 +9%
DT
215
Diversified Trust
Tennessee
$241K – – –
MIS
216
Morningstar Investment Services
Illinois
$239K +$40K +991 +20%
HSBC Holdings
217
HSBC Holdings
United Kingdom
$239K – – –
OAP
218
One Advisory Partners
Kansas
$238K -$44.3K -1,094 -16%
MOS
219
MGO One Seven
Ohio
$235K -$20.7K -511 -8%
FPCP
220
Fort Point Capital Partners
California
$233K +$14.8K +365 +7%
MA
221
MBA Advisors
Pennsylvania
$232K +$972 +24 +0.4%
IA
222
IFP Advisors
Florida
$232K -$435K -10,743 -65%
FIA
223
Foundations Investment Advisors
Arizona
$229K +$229K +5,654 New
Daiwa Securities Group
224
Daiwa Securities Group
Japan
$227K – – –
FFN
225
Focus Financial Network
Minnesota
$223K -$5.38K -133 -2%
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9
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