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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$40.26 -0.16 (-0.40%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$40.00 -0.26 (-0.65%)
As of 07/25/2025 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
192
Total
Institutional Inflows
(last 12 months)
$380.26M
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$722.13M
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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
7/25/2025MGO One Seven LLC5,100$200K0.0%-13.4%0.012%
7/25/2025CWM 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%
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%
7/8/2025 Baker Ellis Asset Management LLC11,275$443K0.1%-38.5%0.026%
7/7/2025 Versant Capital Management Inc356,343$14.00M2.1%+1.8%0.808%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.3,004$118K0.0%+92.6%0.007%
6/16/2025 Lynx Investment Advisory7,408$312K0.2%-33.6%0.015%
6/2/2025Modern Wealth Management LLC113,046$4.76M0.2%+0.9%0.222%
5/28/2025Wealth Management Associates Inc.14,460$608K0.3%+3.8%0.028%
5/20/2025Focus Partners Wealth887,377$37.33M0.1%-1.5%1.745%
5/19/2025Jane Street Group LLC437,908$18.42M0.0%+16.3%0.861%
5/19/2025 Client 1ST Advisory Group LLC47,712$2.01M0.8%+57.0%0.094%
5/19/2025SCS Capital Management LLC35,559$1.50M0.0%N/A0.070%
5/16/2025Ashton Thomas Private Wealth LLC5,930$249K0.0%-70.1%0.012%
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5/16/2025Goldman Sachs Group Inc.282,510$11.89M0.0%-33.6%0.641%
5/16/2025Jones Financial Companies Lllp61,411$2.58M0.0%+76.1%0.121%
5/16/2025NewEdge Advisors LLC29,607$1.25M0.0%-65.8%0.058%
5/16/2025Integrated Wealth Concepts LLC31,743$1.34M0.0%-39.3%0.062%
5/15/2025Federation des caisses Desjardins du Quebec24,651$1.04M0.0%+6.7%0.048%
5/15/2025Royal Bank of Canada292,673$12.31M0.0%+15.5%0.576%
5/15/2025MAI Capital Management20,579$866K0.0%-1.5%0.040%
5/15/2025OLD Mission Capital LLC13,705$577K0.0%+87.6%0.027%
5/15/2025Evergreen Capital Management LLC608,099$25.58M0.9%-0.5%1.196%
5/14/2025CreativeOne Wealth LLC17,583$740K0.0%+110.7%0.035%
5/14/2025Jane Street Group LLC437,908$18.42M0.0%+16.3%0.861%
5/14/2025Comerica Bank3,236$136K0.0%-29.6%0.006%
5/14/2025Northwestern Mutual Wealth Management Co.17,478$735K0.0%+2.5%0.034%
5/14/2025 Verger Capital Management LLC423,572$17.82M7.8%+11.5%0.833%
5/14/2025Kestra Advisory Services LLC46,403$1.95M0.0%-38.7%0.091%
5/14/2025CW Advisors LLC37,581$1.57M0.0%N/A0.074%
5/14/2025PGIM Custom Harvest LLC141,452$5.95M0.1%+1.6%0.278%
5/14/2025Wellington Management Group LLP24,038$1.01M0.0%N/A0.047%
5/13/2025Aptus Capital Advisors LLC26,869$1.13M0.0%-13.3%0.053%
5/13/2025Raymond James Financial Inc.259,494$10.92M0.0%+17.7%0.510%
5/13/2025Cresset Asset Management LLC11,468$482K0.0%-14.4%0.023%
5/13/2025Centerpoint Advisors LLC10,389$437K0.2%-9.2%0.020%
5/13/2025 Bright Financial Advisors Inc.5,000$210K0.1%N/A0.010%
5/13/2025Prudential PLC62,600$2.63M0.0%-6.6%0.123%
5/13/2025Clal Insurance Enterprises Holdings Ltd6,500$273K0.0%N/A0.013%
5/13/2025Rathbones Group PLC15,046$633K0.0%+2.9%0.030%
5/13/2025HighTower Advisors LLC42,639$1.79M0.0%-35.9%0.084%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,015$804K0.1%+7.2%0.037%
5/12/2025SouthState Corp1,168$49K0.0%N/A0.002%
5/12/2025Sierra Summit Advisors LLC63,272$2.66M0.6%-0.5%0.124%
5/9/2025 1834 Investment Advisors Co.7,918$333K0.0%-18.5%0.016%
5/9/2025WealthShield Partners LLC772$32K0.0%-78.4%0.002%
5/9/2025Avalon Trust Co2,575$108K0.0%N/A0.005%
5/9/2025Delta Financial Group Inc.15,285$636K0.1%+12.1%0.030%
5/9/2025Liberty Wealth Management LLC12,152$511K0.0%+17.9%0.024%
5/9/2025Banco Santander S.A.34,119$1.44M0.0%+24.2%0.067%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd16,835$708K0.0%-86.4%0.033%
5/9/2025PNC Financial Services Group Inc.1,916$81K0.0%+48.8%0.004%
5/8/2025Moors & Cabot Inc.8,386$353K0.0%-22.5%0.016%
5/8/2025Jefferies Financial Group Inc.8,372$352K0.0%-59.9%0.016%
5/7/2025Pinnacle Wealth Management Advisory Group LLC40,036$1.68M0.2%+38.4%0.079%
5/7/2025Mackenzie Financial Corp4,994$210K0.0%N/A0.010%
5/7/2025Abbot Financial Management Inc.19,658$827K0.4%-1.8%0.039%
5/7/2025 Beacon Bridge Wealth Partners LLC6,281$264K0.1%-34.6%0.012%
5/7/2025Ameraudi Asset Management Inc.14,958$629K0.4%-4.7%0.029%
5/7/2025LPL Financial LLC329,071$13.84M0.0%-57.3%0.647%
5/7/2025First Heartland Consultants Inc.6,931$292K0.0%+11.7%0.014%
5/6/2025Cetera Investment Advisers210,516$8.86M0.0%-13.5%0.414%
5/6/2025Avantax Advisory Services Inc.106,353$4.47M0.0%-7.8%0.209%
5/6/2025Pinnacle Associates Ltd.91,191$3.84M0.1%+16.7%0.179%
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5/6/2025Black Swift Group LLC28,090$1.18M0.3%-10.2%0.055%
5/6/2025AE Wealth Management LLC2,077$87K0.0%-90.9%0.004%
5/6/2025Y Intercept Hong Kong Ltd13,434$565K0.0%N/A0.026%
5/6/2025Choreo LLC22,551$949K0.0%-6.5%0.044%
5/5/2025Private Advisor Group LLC12,501$526K0.0%-12.5%0.025%
5/5/2025EQ LLC5,077$214K0.1%N/A0.010%
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%
5/2/2025 Dakota Wealth Management60,323$2.54M0.1%+7.3%0.119%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd16,835$708K0.0%-86.4%0.033%
(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, 446 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), Focus Partners Wealth ($37.33M), UBS Group AG ($35.23M), and The Manufacturers Life Insurance Company ($32.32M).Learn more on iShares Global Energy ETF's institutional investors.

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

Of the 382 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 ($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 Dynasty Wealth Management LLC ($959.86K).

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

Institutional investors have bought a total of 9,620,777 shares in the last 24 months. This purchase volume represents approximately $380.26M in transactions.

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

Of the 168 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: Envestnet Asset Management Inc. ($8.01M), LPL Financial LLC ($1.89M), Dynasty Wealth Management LLC ($934.02K), Sagespring Wealth Partners LLC ($873.19K), Sanctuary Advisors LLC ($500.09K), OVERSEA CHINESE BANKING Corp Ltd ($413.79K), and Cetera Investment Advisers ($394.20K).

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

Institutional investors have sold a total of 17,487,097 shares in the last 24 months. This volume of shares sold represents approximately $722.13M in transactions.



This page (NYSEARCA:IXC) was last updated on 7/26/2025 by MarketBeat.com Staff
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