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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$36.02 +0.03 (+0.08%)
As of 12:05 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
240
Total
Institutional Inflows
(last 12 months)
$450.96M
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$754.09M
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IXC Institutional Buying and Selling by Quarter

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iShares Global Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Park Avenue Securities LLC34,958$1.47M0.0%-70.2%0.069%
4/14/2025Financial Advisory Corp289,667$12.19M2.0%+2.4%0.570%
4/11/2025Fiduciary Planning LLC22,560$949K0.3%-57.4%0.044%
4/10/2025 Chesley Taft & Associates LLC19,145$805K0.0%-22.3%0.038%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,560$66K0.0%+75.3%0.003%
4/10/2025 Watershed Private Wealth LLC10,726$451K0.2%-5.8%0.021%
4/9/2025 Affiance Financial LLC24,720$1.04M0.2%-1.9%0.049%
4/8/2025 Parallel Advisors LLC891$37K0.0%+93.3%0.002%
4/7/2025 GAMMA Investing LLC10,139$427K0.0%+4,107.1%0.020%
4/3/2025 Versant Capital Management Inc350,164$14.73M2.5%+0.2%0.689%
2/27/2025Jefferies Financial Group Inc.20,872$797K0.0%+149.3%0.041%
2/26/2025Capital A Wealth Management LLC1,042$40K0.1%N/A0.002%
2/26/2025Financial Advisory Corp282,814$10.80M1.9%N/A0.556%
2/25/2025B. Riley Wealth Advisors Inc.5,486$209K0.0%-9.8%0.011%
2/18/2025GTS Securities LLC26,044$994K0.0%-14.9%0.032%
2/18/2025First Heartland Consultants Inc.6,203$237K0.0%+23.7%0.008%
2/17/2025Waverly Advisors LLC55,779$2.13M0.0%-17.8%0.068%
2/17/2025Jefferies Financial Group Inc.20,872$797K0.0%+149.3%0.025%
2/17/2025Guardian Wealth Advisors LLC NC16,537$631K0.0%+9.5%0.020%
2/17/2025Focus Partners Wealth901,237$34.41M0.1%+210.3%1.096%
2/17/2025CoreCap Advisors LLC115,882$4.42M0.2%-27.8%0.141%
2/17/2025Cresset Asset Management LLC13,397$512K0.0%+4.8%0.016%
2/17/2025Cetera Investment Advisers243,423$9.29M0.0%-1.1%0.296%
2/17/2025Captrust Financial Advisors20,967$801K0.0%-14.7%0.026%
2/17/2025Bank of America Corp DE1,508,917$57.61M0.0%-5.9%1.836%
2/17/2025Ameriprise Financial Inc.168,525$6.43M0.0%-22.3%0.205%
2/17/2025Aptus Capital Advisors LLC30,996$1.18M0.0%+3.4%0.038%
2/14/2025Mercer Global Advisors Inc. ADV15,086$576K0.0%-8.7%0.018%
2/14/2025FAS Wealth Partners Inc.1,330$51K0.0%-42.9%0.002%
2/14/2025Jane Street Group LLC376,614$14.38M0.0%-25.3%0.458%
2/14/2025Triumph Capital Management9,977$381K0.1%+5.2%0.012%
2/14/2025Comerica Bank4,594$175K0.0%+40.1%0.006%
2/14/2025Two Sigma Securities LLC18,737$715K0.1%+64.6%0.023%
2/14/2025Integrated Wealth Concepts LLC52,285$2.00M0.0%-30.8%0.064%
2/14/2025IHT Wealth Management LLC8,064$308K0.0%-50.0%0.010%
2/14/2025Stifel Financial Corp140,338$5.36M0.0%-17.8%0.171%
2/14/2025OneDigital Investment Advisors LLC12,721$486K0.0%-78.1%0.015%
2/14/2025Mcmorgan & Co. LLC142,189$5.43M0.8%+5.1%0.173%
2/14/2025MML Investors Services LLC128,016$4.89M0.0%+8.9%0.156%
2/14/2025GeoWealth Management LLC916$35K0.0%+72.2%0.001%
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2/14/2025Concourse Financial Group Securities Inc.13,935$564K0.0%+5.1%0.017%
2/13/2025NewEdge Advisors LLC86,577$3.31M0.0%+13.6%0.105%
2/13/2025Evergreen Capital Management LLC611,124$23.33M0.8%-0.5%0.743%
2/13/2025Anchor Investment Management LLC4,901$187K0.0%+18.3%0.006%
2/13/2025CreativeOne Wealth LLC8,346$319K0.0%-10.7%0.010%
2/13/2025SageView Advisory Group LLC7,521$287K0.0%N/A0.009%
2/13/2025BTG Pactual Asset Management US LLC606$25K0.0%N/A0.001%
2/13/2025Sagespring Wealth Partners LLC878,310$33.53M0.4%N/A1.069%
2/13/2025Integrity Financial Corp WA1,510$58K0.0%-24.5%0.002%
2/13/2025Scotia Capital Inc.14,459$552K0.0%-6.5%0.018%
2/13/2025Bessemer Group Inc.8,068$308K0.0%+22.0%0.010%
2/13/2025Raymond James Financial Inc.220,533$8.42M0.0%N/A0.268%
2/13/2025Renaissance Technologies LLC47,600$1.82M0.0%+203.2%0.058%
2/13/2025Rathbones Group PLC14,627$558K0.0%-2.9%0.018%
2/13/2025Bank of Montreal Can124,280$4.75M0.0%-21.2%0.151%
2/13/2025Cerity Partners LLC20,087$767K0.0%+60.4%0.024%
2/13/2025Sierra Summit Advisors LLC63,564$2.43M0.5%+4.2%0.077%
2/13/2025Peapack Gladstone Financial Corp5,781$221K0.0%-39.3%0.007%
2/13/2025Envestnet Asset Management Inc.958,038$36.58M0.0%+7.9%1.165%
2/13/2025Wells Fargo & Company MN349,417$13.34M0.0%-19.0%0.425%
2/13/2025Prudential PLC67,000$2.56M0.0%+6.9%0.082%
2/12/2025Climber Capital SA18,798$718K0.5%N/A0.023%
2/12/2025Huntington National Bank4,089$156K0.0%+12.1%0.005%
2/12/2025Trexquant Investment LP5,642$215K0.0%+5.3%0.007%
2/12/2025OLD Mission Capital LLC7,306$279K0.0%-81.4%0.009%
2/12/2025National Bank of Canada FI4,793$183K0.0%-39.5%0.006%
2/12/2025Ameraudi Asset Management Inc.15,695$599K0.3%-2.0%0.019%
2/12/2025Schroder Investment Management Group45,557$1.72M0.0%-42.3%0.055%
2/12/2025Orion Portfolio Solutions LLC8,988$343K0.0%+6.9%0.011%
2/12/2025BCO Wealth Management LLC13,799$527K0.4%N/A0.017%
2/12/2025JPMorgan Chase & Co.1,425,674$54.43M0.0%+44.3%1.734%
2/11/2025Modern Wealth Management LLC113,637$4.58M0.2%N/A0.138%
2/11/2025Lynx Investment Advisory11,151$426K0.3%-27.3%0.014%
2/11/2025Clune & Associates LTD.35,403$1.35M0.4%N/A0.043%
2/11/2025LPL Financial LLC770,803$29.43M0.0%+9.7%0.938%
2/11/2025Millstone Evans Group LLC4,535$173K0.1%N/A0.006%
2/11/2025Certus Wealth Management LLC10,342$416K0.3%+21.2%0.013%
2/11/2025OVERSEA CHINESE BANKING Corp Ltd123,636$4.72M0.1%-6.1%0.150%
2/10/2025Thrivent Financial for Lutherans112,985$4.54M0.0%-23.1%0.137%
2/10/2025Axxcess Wealth Management LLC13,001$496K0.0%+82.1%0.016%
2/10/2025IMG Wealth Management Inc.1,036$40K0.0%N/A0.001%
2/10/2025Corient Private Wealth LLC26,018$993K0.0%+5.6%0.032%
2/10/2025Envestnet Portfolio Solutions Inc.117,546$4.49M0.0%+0.9%0.143%
2/10/2025Madison Investment Advisors LLC28,196$1.08M0.0%N/A0.034%
2/10/2025MGO Private Wealth LLC8,838$337K0.2%+37.5%0.011%
2/10/2025Commonwealth Equity Services LLC263,848$10.07M0.0%+2.2%0.321%
2/10/2025Avantax Advisory Services Inc.115,304$4.40M0.0%+5.5%0.140%
2/10/2025Liberty Wealth Management LLC10,305$393K0.1%-37.6%0.013%
2/10/2025Capasso Planning Partners LLC11,199$428K0.2%-53.5%0.014%
2/10/2025Farther Finance Advisors LLC20,177$770K0.0%+10.5%0.025%
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2/10/2025EverSource Wealth Advisors LLC1,792$68K0.0%-16.2%0.002%
2/7/2025HighTower Advisors LLC66,496$2.54M0.0%-10.2%0.081%
2/7/2025Moors & Cabot Inc.10,827$413K0.0%+5.8%0.013%
2/7/2025Wealthfront Advisers LLC85,858$3.28M0.0%+163.4%0.104%
2/7/2025Citizens Financial Group Inc. RI12,168$465K0.0%-2.3%0.015%
2/7/2025PNC Financial Services Group Inc.1,288$49K0.0%-39.1%0.002%
2/7/2025Banco Santander S.A.27,463$1.05M0.0%N/A0.033%
2/7/2025Ashton Thomas Private Wealth LLC19,824$757K0.0%N/A0.024%
2/6/2025Black Swift Group LLC31,295$1.20M0.3%-21.9%0.038%
2/6/2025Raymond James Financial Inc.220,533$8.42M0.0%N/A0.268%
(Data available from 1/1/2016 forward)

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IXC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IXC shares?

During the previous two years, 436 institutional investors and hedge funds held shares of iShares Global Energy ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($386.81M), Hsbc Holdings PLC ($78.06M), Bank of America Corp DE ($57.61M), JPMorgan Chase & Co. ($54.43M), Envestnet Asset Management Inc. ($36.58M), Bank Julius Baer & Co. Ltd Zurich ($36.54M), and Dynasty Wealth Management LLC ($35.97M).Learn more on IXC's institutional investors.

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

Of the 381 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. ($7.35M), Fisher Asset Management LLC ($2.39M), 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 36,296,416 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

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

Of the 210 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. ($7.09M), CWM LLC ($1.71M), LPL Financial LLC ($1.45M), Fisher Asset Management LLC ($1.34M), Envestnet Portfolio Solutions Inc. ($1.04M), Park Avenue Securities LLC ($787.41K), and Osaic Holdings Inc. ($570.21K).

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

Institutional investors have sold a total of 22,346,352 shares in the last 24 months. This volume of shares sold represents approximately $909.80M in transactions.



This page (NYSEARCA:IXC) was last updated on 4/14/2025 by MarketBeat.com Staff
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