iShares Global Energy ETF
370 hedge funds and large institutions have $1.15B invested in iShares Global Energy ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 168 reducing their positions, and 54 closing their positions.
23,425% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $8K
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5.67% less ownership
Funds ownership: 61.33% → 55.66% (-5.7%)
8% less funds holding
Funds holding: 401 → 370 (-31)
21% less capital invested
Capital invested by funds: $1.44B → $1.15B (-$298M)
49% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 168
54% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$61.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$15M |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$6.58M |
| 4 |
SWIG
Strategic Wealth Investment Group
Louisville,
Kentucky
|
+$3.09M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$86.7M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
-$67.5M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$32.3M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$19M |
| 5 |
Morgan Stanley
New York
|
-$16.1M |
IXC Hedge Fund Activity: Q3 2024 in Review
370 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q3 2024, worth a combined $1.15B — down 21% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of IXC and 25 opened new positions — a net loss of 29 holders — while 168 trimmed existing stakes and 86 added.
The largest buyer was Fisher Asset Management, adding an estimated $61.2M. The largest seller was Focus Partners Wealth, cutting an estimated $86.7M.
- 370 institutional investors held iShares Global Energy ETF (IXC) as of Q3 2024, down from 401 in Q2 2024.
- Funds reported $1.15B of iShares Global Energy ETF stock for Q3 2024, down 21% quarter-over-quarter.
- 25 funds opened new iShares Global Energy ETF positions in Q3 2024 and 54 closed out, a net change of -29 holders.
- The largest iShares Global Energy ETF buyer in Q3 2024 was Fisher Asset Management, an estimated $61.2M added.
- The largest iShares Global Energy ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $86.7M sold.
Based on aggregated 13F filings for Q3 2024.