ISHARES GLOBAL ENERGY ETF (IXC) Institutional Ownership Changes & 13F Activity

ISHARES GLOBAL ENERGY ETF (IXC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fil Ltd, Morgan Stanley, Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main, Alliancebernstein L.P., and Cambria Investment Management, L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementSell-12,113-22.7%41,212$2.37MQ1 2026Aug 26, 2026
Mirae Asset Global Investments Co., Ltd.Buy+3,000—3,000$172.83KQ1 2026Aug 12, 2026
Brighton Jones LlcBuy+9,497—9,497$547.11KQ1 2026Aug 07, 2026
Wells Fargo & Company/MnBuy+27,228+10.8%279,571$16.11MQ1 2026Jul 08, 2026
Western Wealth Management, LlcSell-7,761-52.9%6,902$397.63KQ1 2026May 19, 2026
Bank Of America CorpSell-35,745-3.0%1,159,227$66.78MQ1 2026May 18, 2026
Ashton Thomas Securities, LlcBuy+9,182—9,182$528.98KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+40—40$2.30KQ1 2026May 18, 2026
Fil LtdBuy+1,853,632—1,853,632$108.73MQ1 2026May 15, 2026
Morgan StanleyBuy+1,116,860+137.2%1,930,904$111.24MQ1 2026May 15, 2026
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am MainBuy+235,824—235,824$13.59MQ1 2026May 15, 2026
Alliancebernstein L.P.Buy+230,860—230,860$9.68MQ1 2026May 15, 2026
Cambria Investment Management, L.P.Buy+202,515—202,515$11.67MQ1 2026May 15, 2026
Old Mission Capital LlcBuy+136,205—136,205$7.85MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-90,947-71.7%35,868$2.07MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+40,364+28.9%179,975$10.37MQ1 2026May 15, 2026
Goldman Sachs Group IncSell-37,970-18.5%167,048$9.62MQ1 2026May 15, 2026
Psi Advisors, LlcBuy+33,435—33,435$1.93MQ1 2026May 15, 2026
Citadel Advisors LlcSell-31,283-12.0%229,506$13.22MQ1 2026May 15, 2026
Marshall Wace, LlpBuy+26,089—26,089$1.50MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+23,562+20.3%139,878$8.06MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+23,255+39.9%81,608$4.75MQ1 2026May 15, 2026
Equitable Holdings, Inc.Sell-20,419-30.7%46,099$1.97MQ1 2026May 15, 2026
Corient Private Wealth LlcBuy+19,108+42.6%64,001$2.79MQ1 2026May 15, 2026
Focus Partners WealthBuy+18,594+2.3%816,015$47.08MQ1 2026May 15, 2026
Manufacturers Life Insurance Company, TheBuy+11,795—11,795$679.51KQ1 2026May 15, 2026
Gotham Asset Management, LlcBuy+11,095+207.3%16,446$947.45KQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcSell-10,266-10.5%87,105$5.02MQ1 2026May 15, 2026
Mercer Global Advisors IncSell-7,523-40.9%10,874$626.43KQ1 2026May 15, 2026
Wellington Management Group LlpSell-7,068-64.9%3,819$220.01KQ1 2026May 15, 2026
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Frequently asked questions about IXC activity

  • Which institutional owners are buying IXC?

    Institutional owners buying IXC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IXC activity?

    "Buy" means an investor increased their reported position in IXC compared to the prior reporting period. This reflects growing exposure to ISHARES GLOBAL ENERGY ETF (IXC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IXC increasing?

    Institutional interest in IXC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

IXC Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet