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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Sell | -12,113 | -22.7% | 41,212 | $2.37M | Q1 2026 | Aug 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Buy | +3,000 | — | 3,000 | $172.83K | Q1 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Buy | +9,497 | — | 9,497 | $547.11K | Q1 2026 | Aug 07, 2026 |
| Wells Fargo & Company/Mn | Buy | +27,228 | +10.8% | 279,571 | $16.11M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Sell | -7,761 | -52.9% | 6,902 | $397.63K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -35,745 | -3.0% | 1,159,227 | $66.78M | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +9,182 | — | 9,182 | $528.98K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +40 | — | 40 | $2.30K | Q1 2026 | May 18, 2026 |
| Fil Ltd | Buy | +1,853,632 | — | 1,853,632 | $108.73M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +1,116,860 | +137.2% | 1,930,904 | $111.24M | Q1 2026 | May 15, 2026 |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | Buy | +235,824 | — | 235,824 | $13.59M | Q1 2026 | May 15, 2026 |
| Alliancebernstein L.P. | Buy | +230,860 | — | 230,860 | $9.68M | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | Buy | +202,515 | — | 202,515 | $11.67M | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +136,205 | — | 136,205 | $7.85M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -90,947 | -71.7% | 35,868 | $2.07M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +40,364 | +28.9% | 179,975 | $10.37M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -37,970 | -18.5% | 167,048 | $9.62M | Q1 2026 | May 15, 2026 |
| Psi Advisors, Llc | Buy | +33,435 | — | 33,435 | $1.93M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -31,283 | -12.0% | 229,506 | $13.22M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +26,089 | — | 26,089 | $1.50M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +23,562 | +20.3% | 139,878 | $8.06M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +23,255 | +39.9% | 81,608 | $4.75M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Sell | -20,419 | -30.7% | 46,099 | $1.97M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +19,108 | +42.6% | 64,001 | $2.79M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +18,594 | +2.3% | 816,015 | $47.08M | Q1 2026 | May 15, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +11,795 | — | 11,795 | $679.51K | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Buy | +11,095 | +207.3% | 16,446 | $947.45K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -10,266 | -10.5% | 87,105 | $5.02M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -7,523 | -40.9% | 10,874 | $626.43K | Q1 2026 | May 15, 2026 |
| Wellington Management Group Llp | Sell | -7,068 | -64.9% | 3,819 | $220.01K | Q1 2026 | May 15, 2026 |
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.