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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$42.58 +0.28 (+0.66%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Global Energy ETF (NYSEARCA:IXC)

Number of
Institutional Buyers
(last 12 months)
266
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$692.98M
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IXC Institutional Buying and Selling by Quarter

iShares Global Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.2,604$105K0.0%+15.5%0.003%
11/15/2024 High Falls Advisors Inc5,338$216K0.0%-11.0%0.006%
11/15/2024 MML Investors Services LLC117,505$4.76M0.0%+18.2%0.143%
11/15/2024 Orion Portfolio Solutions LLC8,406$340K0.0%+10.8%0.010%
11/15/2024 National Bank of Canada FI7,922$321K0.0%-4.1%0.010%
11/15/2024 Jane Street Group LLC504,410$20.42M0.0%-30.7%0.614%
11/15/2024 Wellington Management Group LLP11,491$465K0.0%-95.7%0.014%
11/15/2024 Stifel Financial Corp170,682$6.91M0.0%+1.5%0.208%
11/15/2024 Quantinno Capital Management LP8,397$340K0.0%+21.4%0.010%
11/15/2024 IHT Wealth Management LLC16,135$660K0.0%+12.9%0.020%
11/15/2024 Integrated Wealth Concepts LLC75,533$3.06M0.0%-15.0%0.092%
11/15/2024 HighTower Advisors LLC74,090$3.00M0.0%+3.0%0.090%
11/15/2024 Ascent Group LLC5,196$210K0.0%N/A0.006%
11/15/2024 Benjamin Edwards Inc.7,702$312K0.0%N/A0.009%
11/15/2024 Kestra Investment Management LLC65,086$2.64M0.1%+28.6%0.079%
11/15/2024 Erste Asset Management GmbH800$32K0.0%N/A0.001%
11/14/2024 Captrust Financial Advisors24,566$994K0.0%-78.3%0.030%
11/14/2024 Icon Wealth Advisors LLC36,271$1.47M0.1%-1.2%0.044%
11/14/2024 CreativeOne Wealth LLC9,346$378K0.0%-18.4%0.011%
11/13/2024 Insight Wealth Partners LLC12,487$505K0.1%+13.0%0.015%
11/13/2024 FMR LLC4,315$175K0.0%-13.0%0.005%
11/13/2024 Bank of Montreal Can157,750$6.36M0.0%-42.1%0.192%
11/13/2024 Private Trust Co. NA1,000$40K0.0%-55.9%0.001%
11/13/2024 DRW Securities LLC62,275$2.52M0.1%-31.2%0.076%
11/13/2024Fisher Asset Management LLC9,832,438$398.02M0.2%+17.9%11.962%
11/12/2024 Cerity Partners LLC12,524$507K0.0%-5.2%0.015%
11/12/2024 Stonebrook Private Inc.5,354$217K0.1%-83.2%0.007%
11/12/2024 Icon Wealth Advisors LLC8,660$351K0.0%-76.4%0.011%
11/12/2024 CFS Investment Advisory Services LLC6,905$280K0.0%-37.0%0.008%
11/8/2024 Citizens Financial Group Inc. RI12,456$504K0.0%+2.3%0.015%
11/8/2024 Moors & Cabot Inc.10,230$414K0.0%-7.0%0.012%
11/8/2024 First Horizon Advisors Inc.3,691$149K0.0%+8.1%0.004%
11/7/2024 Thrivent Financial for Lutherans146,871$5.95M0.0%+2.9%0.179%
11/7/2024 Claro Advisors LLC6,451$261K0.0%+22.3%0.008%
11/6/2024 TSA Wealth Managment LLC6,585$267K0.1%-38.5%0.008%
11/6/2024 OneDigital Investment Advisors LLC58,003$2.35M0.0%-49.0%0.071%
11/6/2024 Black Swift Group LLC40,060$1.62M0.4%-6.4%0.049%
11/6/2024 Kovack Advisors Inc.13,445$544K0.1%-3.4%0.016%
11/5/2024 Aptus Capital Advisors LLC29,963$1.21M0.0%-26.4%0.036%
11/5/2024 First Heartland Consultants Inc.5,014$203K0.0%N/A0.006%
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11/5/2024 OVERSEA CHINESE BANKING Corp Ltd131,613$5.33M0.1%-59.4%0.160%
11/5/2024 Lynx Investment Advisory15,338$621K0.4%+75.4%0.019%
11/4/2024 Ashton Thomas Securities LLC21,982$890K0.2%-2.2%0.027%
11/4/2024 Sigma Planning Corp114,226$4.62M0.1%-2.7%0.139%
11/1/2024 Assetmark Inc.6,562$266K0.0%+12.0%0.008%
10/31/2024 Walkner Condon Financial Advisors LLC11,517$466K0.1%-3.6%0.014%
10/31/2024 Family Asset Management LLC3,709$150K0.1%-7.0%0.005%
10/29/2024 Cardinal Strategic Wealth Guidance45,206$1.83M0.6%+4.8%0.055%
10/29/2024 Farther Finance Advisors LLC18,265$739K0.0%-10.6%0.022%
10/28/2024 Gladstone Institutional Advisory LLC41,532$1.68M0.1%+16.3%0.051%
10/28/2024 Stephens Inc. AR9,000$364K0.0%-8.2%0.011%
10/28/2024 Ayalon Insurance Comp Ltd.107,474$4.35M1.4%-0.2%0.131%
10/25/2024 Pinnacle Associates Ltd.62,311$2.44M0.0%-7.6%0.076%
10/25/2024 Strategic Blueprint LLC28,016$1.13M0.1%-23.2%0.034%
10/25/2024 Integrated Advisors Network LLC6,468$262K0.0%-3.7%0.008%
10/24/2024 Strategic Wealth Investment Group LLC218,182$9.02M1.0%+52.6%0.265%
10/24/2024 ShoreHaven Wealth Partners LLC11,529$467K0.2%-3.0%0.014%
10/24/2024 Bristlecone Advisors LLC1,400$57K0.0%N/A0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC40,659$1.65M0.0%+6.0%0.049%
10/23/2024 West Wealth Group LLC27,736$1.12M0.4%+5.3%0.034%
10/23/2024 MA Private Wealth136,374$5.52M1.0%+11.6%0.166%
10/23/2024 Mount Yale Investment Advisors LLC9,851$399K0.0%+9.3%0.012%
10/23/2024 Dakota Wealth Management61,837$2.50M0.1%-6.2%0.075%
10/23/2024 Fiduciary Planning LLC85,537$3.46M1.2%+5.2%0.104%
10/22/2024 International Assets Investment Management LLC103,205$4.18M0.0%+2,945.3%0.126%
10/22/2024 MFA Wealth Advisors LLC235,338$9.53M2.1%-0.3%0.286%
10/22/2024 Detalus Advisors LLC23,085$934K0.3%-23.8%0.028%
10/22/2024 Private Advisor Group LLC18,588$752K0.0%-30.5%0.023%
10/21/2024 Financial Life Advisors51,197$2.07M0.8%+5.3%0.062%
10/21/2024 Foundations Investment Advisors LLC5,654$229K0.0%N/A0.007%
10/21/2024 Horst & Graben Wealth Management LLC11,446$463K0.1%-35.5%0.014%
10/18/2024Blue Trust Inc.2,496$104K0.0%-95.7%0.003%
10/17/2024 Claro Advisors LLC32,288$1.31M0.1%+512.3%0.039%
10/16/2024 One Wealth Advisors LLC15,489$627K0.1%-7.4%0.019%
10/15/2024 Watershed Private Wealth LLC12,792$518K0.2%-10.3%0.016%
10/11/2024 Creative Planning11,698$474K0.0%-30.1%0.014%
10/11/2024 ORG Partners LLC1,438$58K0.0%-15.2%0.002%
10/10/2024 Concourse Financial Group Securities Inc.13,264$537K0.0%-2.9%0.016%
10/9/2024 Quotient Wealth Partners LLC30,104$1.22M0.0%N/A0.037%
10/9/2024 Cypress Wealth Services LLC9,741$394K0.1%-19.4%0.012%
10/9/2024 Money Design Co. Ltd.303,466$12.28M0.6%+5.0%0.369%
10/8/2024 CWM LLC24,396$988K0.0%-61.8%0.030%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,265$780K0.1%+2.5%0.023%
10/8/2024 Chesley Taft & Associates LLC27,125$1.10M0.1%-2.8%0.033%
10/8/2024 Versant Capital Management Inc358,582$14.52M3.3%-0.5%0.436%
10/7/2024 Alpha Financial Partners LLC7,727$313K0.2%N/A0.009%
10/3/2024 Park Avenue Securities LLC79,590$3.22M0.0%+1.7%0.097%
9/11/2024 Newbridge Financial Services Group Inc.956$40K0.0%-50.8%0.001%
9/5/2024Sanctuary Advisors LLC520,406$22.94M0.2%N/A0.633%
8/28/2024 Kestra Investment Management LLC50,613$2.10M0.1%N/A0.062%
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8/22/2024 Cetera Investment Advisers228,288$9.48M0.0%-61.1%0.278%
8/21/2024 Truist Financial Corp9,833$408K0.0%-85.3%0.012%
8/19/2024B. Riley Wealth Advisors Inc.7,901$328K0.0%+54.4%0.010%
8/16/2024 High Falls Advisors Inc6,001$249K0.1%-92.2%0.007%
8/16/2024 Sunbelt Securities Inc.2,254$94K0.0%+629.4%0.003%
8/16/2024 Northwestern Mutual Wealth Management Co.113,416$4.71M0.0%-27.1%0.138%
8/16/2024 NewEdge Advisors LLC161,012$6.68M0.0%-37.6%0.196%
8/16/2024 Creative Planning16,729$694K0.0%-2.5%0.020%
8/15/2024 The Manufacturers Life Insurance Company778,499$32.32M0.0%+14,234.4%0.947%
8/15/2024 Mcmorgan & Co. LLC143,079$5.94M0.9%+19.0%0.174%
(Data available from 1/1/2016 forward)

IXC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IXC shares?

During the previous two years, 396 institutional investors and hedge funds held shares of iShares Global Energy ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($398.02M), Hsbc Holdings PLC ($78.06M), Bank of America Corp DE ($74.67M), Bank Julius Baer & Co. Ltd Zurich ($36.54M), UBS Group AG ($35.23M), Envestnet Asset Management Inc. ($33.96M), and The Manufacturers Life Insurance Company ($32.32M).Learn more on IXC's institutional investors.

Which institutional investors have been buying iShares Global Energy ETF stock?

Of the 342 institutional investors that purchased iShares Global Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($7.28M), Fisher Asset Management LLC ($2.42M), The Manufacturers Life Insurance Company ($2.04M), Hsbc Holdings PLC ($2.00M), CWM LLC ($1.73M), Envestnet Portfolio Solutions Inc. ($1.15M), and Bank Julius Baer & Co. Ltd Zurich ($980.60K).

How much institutional buying is happening at iShares Global Energy ETF?

Institutional investors have bought a total of 33,438,246 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

Which iShares Global Energy ETF major shareholders have been selling company stock?

Of the 187 institutional investors that sold iShares Global Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($7.12M), CWM LLC ($1.71M), LPL Financial LLC ($1.45M), The Manufacturers Life Insurance Company ($1.41M), Fisher Asset Management LLC ($1.34M), Envestnet Portfolio Solutions Inc. ($1.04M), and Park Avenue Securities LLC ($704.92K).

How much institutional selling is happening at iShares Global Energy ETF?

Institutional investors have sold a total of 22,666,488 shares in the last 24 months. This volume of shares sold represents approximately $921.57M in transactions.



This page (NYSEARCA:IXC) was last updated on 11/21/2024 by MarketBeat.com Staff
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