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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$41.22 +0.79 (+1.96%)
As of 03:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Energy ETF (NYSEARCA:IXC)

Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$403.13M
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$321.99M
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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
8/18/2025 Geneos Wealth Management Inc.13,988$550K0.0%+10.9%0.032%
8/16/2025 Evergreen Capital Management LLC596,807$23.45M0.7%-1.9%1.353%
8/15/2025 Corient Private Wealth LLC28,549$1.12M0.0%-49.2%0.065%
8/15/2025 Equitable Holdings Inc.109,623$4.31M0.0%+6.4%0.249%
8/15/2025 Captrust Financial Advisors16,552$650K0.0%+52.2%0.038%
8/15/2025 Two Sigma Securities LLC9,407$370K0.0%+37.3%0.021%
8/15/2025 MML Investors Services LLC27,844$1.09M0.0%-22.0%0.063%
8/15/2025 Modern Wealth Management LLC133,283$5.24M0.1%+17.9%0.302%
8/15/2025 IHT Wealth Management LLC6,876$270K0.0%-11.6%0.016%
8/15/2025 Bank of America Corp DE1,253,231$49.24M0.0%-2.2%2.842%
8/15/2025 Ameriprise Financial Inc.143,153$5.62M0.0%+4.4%0.325%
8/14/2025 Strategic Wealth Investment Group LLC12,066$474K0.7%+13.6%0.027%
8/14/2025 Raymond James Financial Inc.251,930$9.90M0.0%-2.9%0.571%
8/14/2025 Quantinno Capital Management LP10,635$418K0.0%+22.1%0.024%
8/14/2025 NewEdge Advisors LLC11,656$458K0.0%-60.6%0.026%
8/14/2025 Cerity Partners LLC17,299$680K0.0%-14.4%0.039%
8/13/2025 PGIM Custom Harvest LLC96,384$3.79M0.1%-31.9%0.219%
8/13/2025 SageView Advisory Group LLC5,607$228K0.0%-25.4%0.013%
8/13/2025 Cresset Asset Management LLC7,469$293K0.0%-34.9%0.017%
8/13/2025 SCS Capital Management LLC35,150$1.38M0.0%-1.2%0.080%
8/13/2025 Baird Financial Group Inc.5,417$213K0.0%-21.3%0.012%
8/13/2025 EverSource Wealth Advisors LLC896$35K0.0%-42.6%0.002%
8/13/2025 Kilter Group LLC1,899$75K0.0%N/A0.004%
8/13/2025 CW Advisors LLC38,000$1.49M0.0%+1.1%0.086%
8/13/2025 Fort Sheridan Advisors LLC11,439$449K0.1%-6.4%0.026%
8/13/2025 Fisher Asset Management LLC12,533,974$492.46M0.2%+14.9%28.422%
8/13/2025 Quadrature Capital Ltd65,831$2.59M0.0%+184.4%0.149%
8/13/2025 Northwestern Mutual Wealth Management Co.12,719$500K0.0%-27.2%0.029%
8/13/2025 Elevation Point Wealth Partners LLC5,033$198K0.0%-30.4%0.011%
8/13/2025 Choreo LLC10,006$393K0.0%-55.6%0.023%
8/12/2025 J.W. Cole Advisors Inc.7,919$311K0.0%+4.9%0.018%
8/12/2025 Steward Partners Investment Advisory LLC2,212$87K0.0%-46.8%0.005%
8/12/2025 CreativeOne Wealth LLC22,091$868K0.0%+25.6%0.050%
8/12/2025 Sierra Summit Advisors LLC64,762$2.54M0.5%+2.4%0.147%
8/12/2025 MAI Capital Management20,164$792K0.0%-2.0%0.046%
8/12/2025 JPMorgan Chase & Co.53,286$2.09M0.0%-60.7%0.121%
8/12/2025 Prudential PLC78,800$3.10M0.0%+25.9%0.179%
8/11/2025 TD Waterhouse Canada Inc.40,865$1.61M0.0%+5.2%0.093%
8/11/2025 Western Wealth Management LLC19,454$764K0.0%+3.2%0.044%
8/8/2025 Avantax Advisory Services Inc.110,300$4.33M0.0%+3.7%0.250%
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8/8/2025 Cetera Investment Advisers253,826$9.97M0.0%+20.6%0.576%
8/8/2025 Creative Planning46,611$1.83M0.0%-5.6%0.106%
8/8/2025 Empower Advisory Group LLC6,381$251K0.0%N/A0.014%
8/8/2025 Family Firm Inc.117,971$4.64M1.1%+0.9%0.268%
8/8/2025 Evolution Wealth Advisors LLC8,500$334K0.0%N/A0.019%
8/8/2025 SBI Securities Co. Ltd.4,662$183K0.0%+7.8%0.011%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC40,311$1.58M0.1%+0.7%0.091%
8/7/2025 Rathbones Group PLC17,929$704K0.0%+19.2%0.041%
8/6/2025 Van Cleef Asset Management Inc288,461$11.33M1.2%-0.8%0.654%
8/6/2025 AE Wealth Management LLC2,761$108K0.0%+32.9%0.006%
8/6/2025 Capasso Planning Partners LLC5,576$219K0.1%-27.8%0.013%
8/6/2025 Climber Capital SA21,498$838K0.5%+9.5%0.049%
8/6/2025 Moors & Cabot Inc.5,885$231K0.0%-29.8%0.013%
8/5/2025 Bank of Montreal Can108,873$4.28M0.0%-2.4%0.247%
8/5/2025 Sigma Planning Corp126,006$4.95M0.1%+1.2%0.286%
8/4/2025 IFG Advisory LLC8,381$329K0.0%-5.2%0.019%
8/4/2025 Spire Wealth Management3,967$156K0.0%-15.4%0.009%
8/1/2025 Bessemer Group Inc.8,172$321K0.0%+23.6%0.019%
8/1/2025 Envestnet Asset Management Inc.32,369$1.27M0.0%-15.8%0.073%
7/31/2025 Wealthfront Advisers LLC30,400$1.19M0.0%-17.9%0.069%
7/31/2025 GenTrust LLC134,381$5.28M0.2%-16.6%0.305%
7/31/2025 Money Design Co. Ltd.306,833$12.06M0.6%+18.9%0.696%
7/30/2025 Strategic Blueprint LLC11,822$464K0.0%-32.3%0.027%
7/30/2025 Cullen Frost Bankers Inc.112,344$4.41M0.1%-3.7%0.255%
7/30/2025 Clune & Associates LTD.51,207$2.01M0.6%+30.8%0.116%
7/30/2025 Fiduciary Planning LLC17,808$700K0.2%-21.1%0.040%
7/30/2025 Townsend & Associates Inc4,992$201K0.0%N/A0.011%
7/29/2025 Ifrah Financial Services Inc.13,449$528K0.1%+92.7%0.030%
7/28/2025 Mutual Advisors LLC6,089$245K0.0%-14.6%0.014%
7/28/2025 J.Safra Asset Management Corp3,831$151K0.0%N/A0.009%
7/28/2025 Axxcess Wealth Management LLC15,241$599K0.0%+17.2%0.035%
7/25/2025 MGO One Seven LLC5,100$200K0.0%-13.4%0.012%
7/25/2025 CWM LLC16,822$661K0.0%-20.3%0.038%
7/24/2025 Verger Capital Management LLC458,429$18.01M7.1%+8.2%1.040%
7/24/2025 Certus Wealth Management LLC7,603$299K0.2%-24.7%0.017%
7/24/2025 MA Private Wealth13,328$524K0.1%-90.2%0.030%
7/23/2025 Vontobel Holding Ltd.30,000$1.18M0.0%+50.0%0.068%
7/23/2025 Detalus Advisors LLC9,865$388K0.1%-9.2%0.022%
7/23/2025 Watershed Private Wealth LLC25,833$1.02M0.4%+140.8%0.059%
7/21/2025 Cardinal Strategic Wealth Guidance8,045$316K0.1%-77.0%0.018%
7/21/2025 Ameritas Advisory Services LLC2,440$96K0.0%-55.1%0.006%
7/18/2025 Client 1ST Advisory Group LLC58,683$2.31M0.8%+23.0%0.133%
7/18/2025 Bartlett & CO. Wealth Management LLC3,455$136K0.0%N/A0.008%
7/18/2025 Lynx Investment Advisory6,568$258K0.2%-11.3%0.015%
7/18/2025 Truist Financial Corp58,788$2.31M0.0%-46.2%0.133%
7/17/2025 Janney Montgomery Scott LLC8,122$319K0.0%-12.1%0.018%
7/17/2025 Nicholson Meyer Capital Management Inc.92,899$3.65M3.1%+3.0%0.211%
7/17/2025 Sound Income Strategies LLC1,758$69K0.0%+2,153.8%0.004%
7/16/2025 1834 Investment Advisors Co.7,109$279K0.0%-10.2%0.016%
7/16/2025 Dakota Wealth Management54,222$2.13M0.0%-10.1%0.123%
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7/14/2025 MFA Wealth Advisors LLC281,064$11.04M2.6%+0.2%0.637%
7/14/2025 U.S. Capital Wealth Advisors LLC23,024$905K0.0%-16.0%0.052%
7/14/2025 Park Avenue Securities LLC33,864$1.33M0.0%-3.1%0.077%
7/11/2025 Farther Finance Advisors LLC13,602$534K0.0%+1.9%0.031%
7/11/2025 Financial Advisory Corp294,640$11.58M1.8%+1.7%0.668%
7/10/2025 Wealth Enhancement Advisory Services LLC44,268$1.78M0.0%+2.6%0.100%
7/10/2025 Wedmont Private Capital5,658$229K0.0%N/A0.013%
7/10/2025 Sovran Advisors LLC7,093$288K0.0%-14.4%0.016%
7/9/2025 Chesley Taft & Associates LLC20,420$802K0.0%+6.7%0.046%
7/9/2025 Triumph Capital Management6,763$266K0.1%-31.7%0.015%
(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, 444 institutional investors and hedge funds held shares of iShares Global Energy ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($492.46M), Hsbc Holdings PLC ($78.06M), Bank of America Corp DE ($49.24M), Focus Partners Wealth ($37.33M), UBS Group AG ($35.23M), The Manufacturers Life Insurance Company ($32.32M), and Wade G W & Inc. ($25.62M).Learn more on iShares Global Energy ETF's institutional investors.

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

Of the 384 institutional investors that purchased iShares Global Energy ETF's 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 ($3.89M), The Manufacturers Life Insurance Company ($2.04M), Hsbc Holdings PLC ($2.00M), CWM LLC ($1.73M), Envestnet Portfolio Solutions Inc. ($1.15M), and Dynasty Wealth Management LLC ($959.86K).

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

Institutional investors have bought a total of 10,272,724 shares in the last 24 months. This purchase volume represents approximately $403.13M in transactions.

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

Of the 169 institutional investors that sold iShares Global Energy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dynasty Wealth Management LLC ($934.02K), Envestnet Asset Management Inc. ($925.67K), Sagespring Wealth Partners LLC ($873.19K), Sanctuary Advisors LLC ($500.09K), LPL Financial LLC ($441.73K), OVERSEA CHINESE BANKING Corp Ltd ($413.79K), and Jane Street Group LLC ($351.70K).

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

Institutional investors have sold a total of 7,865,193 shares in the last 24 months. This volume of shares sold represents approximately $321.99M in transactions.



This page (NYSEARCA:IXC) was last updated on 8/22/2025 by MarketBeat.com Staff
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