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iShares Global Energy ETF
IXC

Overview Fund Activity

263 hedge funds and large institutions have $891M invested in iShares Global Energy ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
48
Increased
65
Reduced
76
Closed
21
Calls
$3.72M
Puts
$227K
Net Calls
+$3.5M
Net Calls Change
+$2.07M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$187M
2
DZ Bank
2
DZ Bank
Germany
$20.5M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$15.5M
4
CIM
4
Cambria Investment Management
California
$12M
5
B
5
Barings
North Carolina
$7.84M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.59M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BSG
3
Black Swift Group
Colorado
$0
4
BBVA
4
Banco Bilbao Vizcaya Argentaria
Spain
$5.81M
5
VCM
5
Verger Capital Management
North Carolina
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$187M 4,541,199 +1,005,493 +28%
Bank of America
2
Bank of America
North Carolina
$66.5M 1,611,351 +12,963 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$62M 1,501,664 +20,818 +1%
GW
4
GW & Wade
Massachusetts
$27.6M 669,045 -15,868 -2%
CW
5
Connectus Wealth
Ohio
$25M 605,529 -71,214 -11%
ECM
6
Evergreen Capital Management
Washington
$24.8M 600,265 +54,807 +10%
UBS Group
7
UBS Group
Switzerland
$24.7M 598,841 +92,421 +18%
DZ Bank
8
DZ Bank
Germany
$20.5M 497,454 +442,596 +807%
Goldman Sachs
9
Goldman Sachs
New York
$17.8M 430,710 -256 -0.1%
PPW
10
Parcion Private Wealth
Washington
$16.7M 405,399 -33,776 -8%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$15.5M 376,800 +376,800 New
VCM
12
Versant Capital Management
Arizona
$15.5M 375,069 +15,790 +4%
VCM
13
Verger Capital Management
North Carolina
$14.3M 346,646 -148,295 -30%
OCBCO
14
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M 323,582 -25,746 -7%
VCAM
15
Van Cleef Asset Management
Ohio
$12.6M 306,179 -817 -0.3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$12.3M 297,180 -15,673 -5%
MD
17
Money Design
Japan
$12.1M 292,335 -73,790 -20%
CIM
18
Cambria Investment Management
California
$12M 290,399 +290,399 New
Ameriprise
19
Ameriprise
Minnesota
$10.5M 253,263 +8,433 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.1M 245,798 +30,729 +14%
MWA
21
MFA Wealth Advisors
Pennsylvania
$9.79M 237,163 +2,587 +1%
LPL Financial
22
LPL Financial
California
$9.44M 228,764 +5,354 +2%
ST
23
Sentinel Trust
Texas
$8.78M 212,900 -13,000 -6%
Wells Fargo
24
Wells Fargo
California
$8.71M 211,212 +3,378 +2%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$8.3M 198,182 -107,946 -35%
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