iShares Global Energy ETF
431 hedge funds and large institutions have $2.19B invested in iShares Global Energy ETF in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 25 closing their positions.
13,408% more call options, than puts
Call options by funds: $1.62M | Put options by funds: $12K
688% more first-time investments, than exits
New positions opened: 197 | Existing positions closed: 25
146% more capital invested
Capital invested by funds: $891M → $2.19B (+$1.3B)
105% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 58
64% more funds holding
Funds holding: 263 → 431 (+168)
28.54% more ownership
Funds ownership: 45.54% → 74.09% (+29%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$289M |
| 2 |
Morgan Stanley
New York
|
+$135M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
+$85.9M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$79.3M |
| 5 |
JP Morgan Chase
New York
|
+$74.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$19.6M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$16.7M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$15.5M |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$12M |
| 5 |
B
Barings
Charlotte,
North Carolina
|
-$7.84M |
IXC Hedge Fund Activity: Q4 2023 in Review
431 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2023, worth a combined $2.19B — up 146% from $891M a quarter earlier.
Buyers outnumbered sellers: 197 funds opened new IXC positions and 25 closed out — a net gain of 172 holders — while 119 added to existing stakes and 58 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $289M. The largest seller was DZ Bank, cutting an estimated $19.6M.
- 431 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2023, up from 263 in Q3 2023.
- Funds reported $2.19B of iShares Global Energy ETF stock for Q4 2023, up 146% quarter-over-quarter.
- 197 funds opened new iShares Global Energy ETF positions in Q4 2023 and 25 closed out, a net change of +172 holders.
- The largest iShares Global Energy ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $289M added.
- The largest iShares Global Energy ETF seller in Q4 2023 was DZ Bank, an estimated $19.6M sold.
Based on aggregated 13F filings for Q4 2023.