iShares Global Energy ETF
376 hedge funds and large institutions have $1.18B invested in iShares Global Energy ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 49 closing their positions.
1,135% more call options, than puts
Call options by funds: $1.74M | Put options by funds: $141K
29% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 49
6.79% more ownership
Funds ownership: 55.66% → 62.45% (+6.8%)
2% more funds holding
Funds holding: 370 → 376 (+6)
3% more capital invested
Capital invested by funds: $1.15B → $1.18B (+$38.1M)
6% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 123
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$38.6M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$25M |
| 3 |
JP Morgan Chase
New York
|
+$17.9M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$12.2M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$7.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$17.8M |
| 2 |
Morgan Stanley
New York
|
-$7.92M |
| 3 |
AWA
Adapt Wealth Advisors
Atlanta,
Georgia
|
-$5.78M |
| 4 |
Jane Street
New York
|
-$5.23M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$5.08M |
IXC Hedge Fund Activity: Q4 2024 in Review
376 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2024, worth a combined $1.18B — up 3.3% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IXC positions and 49 closed out — a net gain of 14 holders — while 116 added to existing stakes and 123 trimmed.
The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $38.6M. The largest seller was Susquehanna International Group, cutting an estimated $17.8M.
- 376 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2024, up from 370 in Q3 2024.
- Funds reported $1.18B of iShares Global Energy ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
- 63 funds opened new iShares Global Energy ETF positions in Q4 2024 and 49 closed out, a net change of +14 holders.
- The largest iShares Global Energy ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $38.6M added.
- The largest iShares Global Energy ETF seller in Q4 2024 was Susquehanna International Group, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2024.