IXC icon

iShares Global Energy ETF
IXC

Overview Fund Activity

431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
431
Holders Change
+168
Holders Change %
+63.88%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
197
Increased
119
Reduced
58
Closed
25
Calls
$1.62M
Puts
$12K
Net Calls
+$1.61M
Net Calls Change
-$1.89M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$84.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$78.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.7M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$168K
2
PPW
2
Parcion Private Wealth
Washington
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
CIM
4
Cambria Investment Management
California
$0
5
B
5
Barings
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M 7,339,573 +7,279,539 +12,126%
Morgan Stanley
2
Morgan Stanley
New York
$192M 4,910,312 +3,408,648 +227%
Fisher Asset Management
3
Fisher Asset Management
Washington
$187M 4,770,690 +229,491 +5%
Bank of America
4
Bank of America
North Carolina
$89.6M 2,291,408 +680,057 +42%
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$84.5M 2,159,784 +2,159,784 New
HSBC Holdings
6
HSBC Holdings
United Kingdom
$78.1M 1,995,776 +1,995,776 New
LPL Financial
7
LPL Financial
California
$76.7M 1,962,108 +1,733,344 +758%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$74.7M 1,910,178 +1,866,027 +4,226%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$61.8M 1,579,770 +1,578,461 +120,585%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.1M 1,281,780 +1,269,322 +10,189%
BlackRock
11
BlackRock
New York
$47M 1,201,651 +1,201,651 New
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$41.5M 1,061,622 +1,054,419 +14,639%
UBS Group
13
UBS Group
Switzerland
$35.2M 900,824 +301,983 +50%
Osaic Holdings
14
Osaic Holdings
Arizona
$32.8M 838,654 +661,901 +374%
PAS
15
Park Avenue Securities
New York
$29.3M 748,078 +748,078 New
GW
16
GW & Wade
Massachusetts
$25.6M 655,167 -13,878 -2%
Ameriprise
17
Ameriprise
Minnesota
$24.9M 638,025 +384,762 +152%
CW
18
Connectus Wealth
Ohio
$23.7M 604,901 -628 -0.1%
ECM
19
Evergreen Capital Management
Washington
$22.7M 581,402 -18,863 -3%
Wells Fargo
20
Wells Fargo
California
$20.7M 528,217 +317,005 +150%
Goldman Sachs
21
Goldman Sachs
New York
$20.5M 525,087 +94,377 +22%
VCM
22
Verger Capital Management
North Carolina
$20M 510,685 +164,039 +47%
MML Investors Services
23
MML Investors Services
Massachusetts
$19.1M 488,651 +470,265 +2,558%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$16.2M 413,715 +406,794 +5,878%
VCM
25
Versant Capital Management
Arizona
$14.7M 375,997 +928 +0.2%
1
2 3 4 5