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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$37.81 +0.54 (+1.45%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
208
Total
Institutional Inflows
(last 12 months)
$428.41M
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$887.11M
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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
5/2/2025Dynasty Wealth Management LLC8,079$340K0.0%-99.1%0.016%
5/2/2025Wealthfront Advisers LLC37,032$1.56M0.0%+13.6%0.073%
5/2/2025Dakota Wealth Management60,323$2.54M0.1%+7.3%0.119%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd16,835$708K0.0%-86.4%0.033%
5/2/2025Sigma Planning Corp124,554$5.24M0.2%+0.8%0.245%
5/2/2025Signaturefd LLC607$26K0.0%+5,970.0%0.001%
5/1/2025CWM LLC21,114$888K0.0%-13.9%0.042%
5/1/2025Cardinal Strategic Wealth Guidance35,008$1.47M0.5%-21.0%0.069%
5/1/2025Fort Sheridan Advisors LLC12,224$514K0.1%-18.3%0.024%
5/1/2025MA Private Wealth136,594$5.75M1.1%-1.1%0.269%
4/30/2025 Arcus Capital Partners LLC8,203$345K0.1%+4.6%0.016%
4/30/2025 Van Cleef Asset Management Inc290,807$12.23M1.4%-0.5%0.572%
4/30/2025 Principal Securities Inc.4,736$199K0.0%+11.7%0.009%
4/30/2025 Synergy Investment Management LLC641$27K0.0%-89.9%0.001%
4/29/2025 U.S. Capital Wealth Advisors LLC27,415$1.15M0.0%-2.9%0.054%
4/29/2025 Envestnet Asset Management Inc.38,440$1.62M0.0%-96.0%0.076%
4/29/2025 Ifrah Financial Services Inc.6,978$294K0.1%-45.1%0.014%
4/29/2025 Strategic Blueprint LLC17,474$735K0.0%-23.9%0.034%
4/28/2025 Mutual Advisors LLC7,133$300K0.0%-15.1%0.014%
4/28/2025 Clune & Associates LTD.39,150$1.65M0.5%+10.6%0.077%
4/28/2025 Detalus Advisors LLC10,868$457K0.1%-41.0%0.021%
4/28/2025 Money Design Co. Ltd.257,999$10.85M0.5%-6.4%0.507%
4/28/2025 Vontobel Holding Ltd.20,000$841K0.0%+33.3%0.039%
4/25/2025 Nicholson Meyer Capital Management Inc.90,204$3.80M3.5%N/A0.177%
4/25/2025 Sovran Advisors LLC8,282$348K0.0%-29.9%0.016%
4/24/2025 Financial Life Advisors24,755$1.04M0.4%-54.8%0.049%
4/24/2025 Capasso Planning Partners LLC7,725$325K0.1%-31.0%0.015%
4/23/2025 GenTrust LLC161,047$6.78M0.3%-1.6%0.317%
4/23/2025 Perigon Wealth Management LLC6,214$261K0.0%-50.6%0.012%
4/23/2025 Golden State Wealth Management LLC1,079$46K0.0%+99.4%0.002%
4/23/2025 Bessemer Group Inc.6,612$278K0.0%-18.0%0.013%
4/23/2025 Balance Wealth LLC8,921$375K0.2%N/A0.018%
4/23/2025 Climber Capital SA19,628$826K4.9%+4.4%0.039%
4/23/2025 Legacy Advisors LLC5,716$240K0.0%-10.0%0.011%
4/23/2025 Vantage Point Financial LLC21,270$895K0.5%-2.8%0.042%
4/22/2025 JFS Wealth Advisors LLC990$42K0.0%-92.2%0.002%
4/22/2025 5T Wealth LLC9,412$396K0.2%-34.0%0.019%
4/22/2025 Cambridge Investment Research Advisors Inc.55,210$2.32M0.0%-29.3%0.109%
4/22/2025 Garde Capital Inc.2,047$86K0.0%N/A0.004%
4/21/2025 Provident Wealth Management LLC2,500$105K0.0%N/A0.005%
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4/21/2025 MFA Wealth Advisors LLC280,552$11.80M2.9%+6.0%0.552%
4/17/2025 Robertson Stephens Wealth Management LLC7,189$302K0.0%-4.1%0.014%
4/17/2025 Sagespring Wealth Partners LLC5,119$215K0.0%-99.4%0.010%
4/17/2025 Sowell Financial Services LLC6,994$294K0.0%N/A0.014%
4/16/2025 Wealth Enhancement Advisory Services LLC43,164$1.82M0.0%+5.7%0.085%
4/16/2025 Elevation Point Wealth Partners LLC7,230$304K0.0%-27.2%0.014%
4/16/2025 Union Bancaire Privee UBP SA13,497$554K0.0%-23.6%0.027%
4/15/2025 Fifth Third Bancorp1,704$72K0.0%-43.0%0.003%
4/15/2025 Baker Ellis Asset Management LLC18,325$771K0.1%-9.8%0.036%
4/15/2025 Collier Financial940$40K0.0%-97.8%0.002%
4/14/2025 Farther Finance Advisors LLC13,354$564K0.0%-33.8%0.026%
4/14/2025 Strategic Wealth Investment Group LLC10,619$447K0.8%-94.4%0.021%
4/14/2025 Park Avenue Securities LLC34,958$1.47M0.0%-70.2%0.069%
4/14/2025 Financial Advisory Corp289,667$12.19M2.0%+2.4%0.570%
4/11/2025 Fiduciary 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%
2/26/2025 Financial 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%
2/14/2025 OneDigital Investment Advisors LLC12,721$486K0.0%-78.1%0.015%
2/14/2025Mcmorgan & Co. LLC142,189$5.43M0.8%+5.1%0.173%
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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%
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%
2/13/2025 Sagespring Wealth Partners LLC878,310$33.53M0.4%N/A1.069%
(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, 440 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), Bank Julius Baer & Co. Ltd Zurich ($36.54M), UBS Group AG ($35.23M), and Focus Partners Wealth ($34.41M).Learn more on IXC's institutional investors.

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

Of the 384 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 36,132,982 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 221 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. ($8.01M), CWM LLC ($1.71M), LPL Financial LLC ($1.45M), Envestnet Portfolio Solutions Inc. ($1.04M), Dynasty Wealth Management LLC ($934.02K), Sagespring Wealth Partners LLC ($873.19K), and Park Avenue Securities LLC ($787.41K).

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

Institutional investors have sold a total of 23,933,000 shares in the last 24 months. This volume of shares sold represents approximately $983.60M in transactions.



This page (NYSEARCA:IXC) was last updated on 5/2/2025 by MarketBeat.com Staff
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