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iShares Global Energy ETF
IXC

Overview Fund Activity

374 hedge funds and large institutions have $1.18B invested in iShares Global Energy ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
4.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
116
Reduced
123
Closed
48
Calls
$1.74M
Puts
$141K
Net Calls
+$1.6M
Net Calls Change
-$274K

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
$36M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$34.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.4M
4
Fisher Asset Management
Fisher Asset Management
Washington
$387M
5
FTUS
Flow Traders U.S.
New York
$7.08M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.85M
2
Morgan Stanley
Morgan Stanley
New York
$37.1M
3
AWA
Adapt Wealth Advisors
Georgia
$0
4
ASN
Advisory Services Network
Georgia
$0
5
Jane Street
Jane Street
New York
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
201
Old Mission Capital
Illinois
$279K -$1.22M -32,056 -81%
FIA
202
Foundations Investment Advisors
Arizona
$279K +$62.8K +1,646 +29%
APA
203
Astoria Portfolio Advisors
New York
$276K -$45.3K -1,128 -14%
AssetMark Inc
204
AssetMark Inc
California
$269K +$18.5K +485 +7%
IC
205
IEQ Capital
California
$268K – – –
Baird Financial Group
206
Baird Financial Group
Wisconsin
$267K +$1.57K +41 +0.6%
MFIM
207
Mesirow Financial Investment Management
Illinois
$266K – – –
AWS
208
Atria Wealth Solutions
New York
$253K +$19.4K +507 +8%
CWS
209
Cypress Wealth Services
California
$249K -$123K -3,213 -33%
JWCA
210
J.W. Cole Advisors
Florida
$245K +$4.7K +123 +2%
IAN
211
Integrated Advisors Network
Texas
$244K -$2.75K -72 -1%
LA
212
Legacy Advisors
Pennsylvania
$242K – – –
SIM
213
Synergy Investment Management
Florida
$242K +$242K +6,326 New
AAP
214
Arax Advisory Partners
Colorado
$239K -$11.3K -297 -5%
FHC
215
First Heartland Consultants
Missouri
$237K +$45.4K +1,189 +24%
OWCM
216
One Wealth Capital Management
Arizona
$236K +$236K +6,194 New
PWA
217
Provenance Wealth Advisors
Florida
$235K – – –
WMP
218
Wealth Management Partners
Arizona
$235K – – –
AFG
219
Atomi Financial Group
New York
$234K +$234K +6,125 New
DT
220
Diversified Trust
Tennessee
$227K – – –
HSBC Holdings
221
HSBC Holdings
United Kingdom
$225K – – –
MOS
222
MGO One Seven
Ohio
$225K +$3.09K +81 +1%
PGFC
223
Peapack-Gladstone Financial Corp
New Jersey
$221K -$143K -3,750 -39%
MA
224
MBA Advisors
Pennsylvania
$219K – – –
TI
225
Trexquant Investment
Connecticut
$215K +$10.8K +284 +5%
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