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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$40.75 -0.05 (-0.12%)
As of 12:16 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)
188
Total
Institutional Inflows
(last 12 months)
$377.65M
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$320.95M
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IXC Institutional Buying and Selling by Quarter

iShares Global Energy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/20/2025Pinnacle Wealth Management Advisory Group LLC43,811$1.83M0.1%+8.7%0.100%
10/20/2025MFA Wealth Advisors LLC289,005$12.07M2.6%+2.8%0.660%
10/17/2025Fortitude Family Office LLC954$40K0.0%N/A0.002%
10/17/2025Clune & Associates LTD.53,040$2.21M0.6%+3.6%0.121%
10/17/2025Client 1ST Advisory Group LLC74,398$3.11M1.0%+26.8%0.170%
10/17/2025Sowell Financial Services LLC5,676$237K0.0%-18.4%0.013%
10/16/2025 Blue Trust Inc.1,816$76K0.0%+33.9%0.004%
10/15/2025 CWM LLC12,117$506K0.0%-28.0%0.028%
10/15/2025 Fiduciary Planning LLC18,418$769K0.2%+3.4%0.042%
10/14/2025 Farther Finance Advisors LLC12,654$528K0.0%-7.0%0.029%
10/14/2025 Brighton Jones LLC9,655$403K0.0%+3.8%0.022%
10/9/2025 U.S. Capital Wealth Advisors LLC21,824$911K0.0%-5.2%0.050%
10/8/2025 Financial Advisory Corp296,709$12.39M1.8%+0.7%0.677%
10/8/2025 Chesley Taft & Associates LLC21,470$896K0.0%+5.1%0.049%
9/26/2025Corient Private Wealth LLC28,549$1.12M0.0%-49.2%0.065%
9/4/2025Osaic Holdings Inc.101,803$4.00M0.0%+11.3%0.231%
8/26/2025Thrivent Financial for Lutherans55,612$2.19M0.0%-50.4%0.126%
8/18/2025Geneos Wealth Management Inc.13,988$550K0.0%+10.9%0.032%
8/16/2025Evergreen Capital Management LLC596,807$23.45M0.7%-1.9%1.353%
8/15/2025Corient Private Wealth LLC28,549$1.12M0.0%-49.2%0.065%
8/15/2025Equitable Holdings Inc.109,623$4.31M0.0%+6.4%0.249%
8/15/2025Captrust Financial Advisors16,552$650K0.0%+52.2%0.038%
8/15/2025Two Sigma Securities LLC9,407$370K0.0%+37.3%0.021%
8/15/2025MML Investors Services LLC27,844$1.09M0.0%-22.0%0.063%
8/15/2025Modern Wealth Management LLC133,283$5.24M0.1%+17.9%0.302%
8/15/2025IHT Wealth Management LLC6,876$270K0.0%-11.6%0.016%
8/15/2025Bank of America Corp DE1,253,231$49.24M0.0%-2.2%2.842%
8/15/2025Ameriprise Financial Inc.143,153$5.62M0.0%+4.4%0.325%
8/14/2025Strategic Wealth Investment Group LLC12,066$474K0.7%+13.6%0.027%
8/14/2025Raymond James Financial Inc.251,930$9.90M0.0%-2.9%0.571%
8/14/2025Quantinno Capital Management LP10,635$418K0.0%+22.1%0.024%
8/14/2025NewEdge Advisors LLC11,656$458K0.0%-60.6%0.026%
8/14/2025Cerity Partners LLC17,299$680K0.0%-14.4%0.039%
8/13/2025PGIM Custom Harvest LLC96,384$3.79M0.1%-31.9%0.219%
8/13/2025SageView Advisory Group LLC5,607$228K0.0%-25.4%0.013%
8/13/2025Cresset Asset Management LLC7,469$293K0.0%-34.9%0.017%
8/13/2025SCS Capital Management LLC35,150$1.38M0.0%-1.2%0.080%
8/13/2025Baird Financial Group Inc.5,417$213K0.0%-21.3%0.012%
8/13/2025EverSource Wealth Advisors LLC896$35K0.0%-42.6%0.002%
8/13/2025Kilter Group LLC1,899$75K0.0%N/A0.004%
8/13/2025CW Advisors LLC38,000$1.49M0.0%+1.1%0.086%
8/13/2025Fort Sheridan Advisors LLC11,439$449K0.1%-6.4%0.026%
8/13/2025Fisher Asset Management LLC12,533,974$492.46M0.2%+14.9%28.422%
8/13/2025Quadrature Capital Ltd65,831$2.59M0.0%+184.4%0.149%
8/13/2025Northwestern Mutual Wealth Management Co.12,719$500K0.0%-27.2%0.029%
8/13/2025Elevation Point Wealth Partners LLC5,033$198K0.0%-30.4%0.011%
8/13/2025Choreo LLC10,006$393K0.0%-55.6%0.023%
8/12/2025J.W. Cole Advisors Inc.7,919$311K0.0%+4.9%0.018%
8/12/2025Steward Partners Investment Advisory LLC2,212$87K0.0%-46.8%0.005%
8/12/2025CreativeOne Wealth LLC22,091$868K0.0%+25.6%0.050%
8/12/2025Sierra Summit Advisors LLC64,762$2.54M0.5%+2.4%0.147%
8/12/2025MAI Capital Management20,164$792K0.0%-2.0%0.046%
8/12/2025JPMorgan Chase & Co.53,286$2.09M0.0%-60.7%0.121%
8/12/2025Prudential PLC78,800$3.10M0.0%+25.9%0.179%
8/11/2025TD Waterhouse Canada Inc.40,865$1.61M0.0%+5.2%0.093%
8/11/2025Western Wealth Management LLC19,454$764K0.0%+3.2%0.044%
8/8/2025Avantax Advisory Services Inc.110,300$4.33M0.0%+3.7%0.250%
8/8/2025Cetera Investment Advisers253,826$9.97M0.0%+20.6%0.576%
8/8/2025Creative Planning46,611$1.83M0.0%-5.6%0.106%
8/8/2025Empower Advisory Group LLC6,381$251K0.0%N/A0.014%
8/8/2025Family Firm Inc.117,971$4.64M1.1%+0.9%0.268%
8/8/2025Evolution Wealth Advisors LLC8,500$334K0.0%N/A0.019%
8/8/2025SBI Securities Co. Ltd.4,662$183K0.0%+7.8%0.011%
8/7/2025Pinnacle Wealth Management Advisory Group LLC40,311$1.58M0.1%+0.7%0.091%
8/7/2025Rathbones Group PLC17,929$704K0.0%+19.2%0.041%
8/6/2025Van Cleef Asset Management Inc288,461$11.33M1.2%-0.8%0.654%
8/6/2025AE Wealth Management LLC2,761$108K0.0%+32.9%0.006%
8/6/2025Capasso Planning Partners LLC5,576$219K0.1%-27.8%0.013%
8/6/2025Climber Capital SA21,498$838K0.5%+9.5%0.049%
8/6/2025Moors & Cabot Inc.5,885$231K0.0%-29.8%0.013%
8/5/2025Bank of Montreal Can108,873$4.28M0.0%-2.4%0.247%
8/5/2025Sigma Planning Corp126,006$4.95M0.1%+1.2%0.286%
8/4/2025IFG Advisory LLC8,381$329K0.0%-5.2%0.019%
8/4/2025Spire Wealth Management3,967$156K0.0%-15.4%0.009%
8/1/2025Bessemer Group Inc.8,172$321K0.0%+23.6%0.019%
8/1/2025Envestnet Asset Management Inc.32,369$1.27M0.0%-15.8%0.073%
7/31/2025Wealthfront Advisers LLC30,400$1.19M0.0%-17.9%0.069%
7/31/2025GenTrust LLC134,381$5.28M0.2%-16.6%0.305%
7/31/2025Money Design Co. Ltd.306,833$12.06M0.6%+18.9%0.696%
7/30/2025Strategic Blueprint LLC11,822$464K0.0%-32.3%0.027%
7/30/2025Cullen Frost Bankers Inc.112,344$4.41M0.1%-3.7%0.255%
7/30/2025Clune & Associates LTD.51,207$2.01M0.6%+30.8%0.116%
7/30/2025 Fiduciary Planning LLC17,808$700K0.2%-21.1%0.040%
7/30/2025Townsend & Associates Inc4,992$201K0.0%N/A0.011%
7/29/2025Ifrah Financial Services Inc.13,449$528K0.1%+92.7%0.030%
7/28/2025Mutual Advisors LLC6,089$245K0.0%-14.6%0.014%
7/28/2025J.Safra Asset Management Corp3,831$151K0.0%N/A0.009%
7/28/2025Axxcess Wealth Management LLC15,241$599K0.0%+17.2%0.035%
7/25/2025MGO One Seven LLC5,100$200K0.0%-13.4%0.012%
7/25/2025 CWM LLC16,822$661K0.0%-20.3%0.038%
7/24/2025Verger Capital Management LLC458,429$18.01M7.1%+8.2%1.040%
7/24/2025Certus Wealth Management LLC7,603$299K0.2%-24.7%0.017%
7/24/2025MA Private Wealth13,328$524K0.1%-90.2%0.030%
7/23/2025 Vontobel Holding Ltd.30,000$1.18M0.0%+50.0%0.068%
7/23/2025Detalus Advisors LLC9,865$388K0.1%-9.2%0.022%
7/23/2025Watershed Private Wealth LLC25,833$1.02M0.4%+140.8%0.059%
7/21/2025Cardinal Strategic Wealth Guidance8,045$316K0.1%-77.0%0.018%
7/21/2025Ameritas Advisory Services LLC2,440$96K0.0%-55.1%0.006%
7/18/2025Client 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%
(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, 441 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 381 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 9,657,055 shares in the last 24 months. This purchase volume represents approximately $377.65M in transactions.

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

Of the 167 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 7,841,793 shares in the last 24 months. This volume of shares sold represents approximately $320.95M in transactions.


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This page (NYSEARCA:IXC) was last updated on 10/21/2025 by MarketBeat.com Staff
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