iShares Global Energy ETF
107 hedge funds and large institutions have $253M invested in iShares Global Energy ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
17% more capital invested
Capital invested by funds: $216M → $253M (+$36.1M)
4% more funds holding
Funds holding: 103 → 107 (+4)
2.06% more ownership
Funds ownership: 26.22% → 28.29% (+2.1%)
51% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$35.2M |
| 2 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
+$6.17M |
| 3 |
Morgan Stanley
New York
|
+$5.95M |
| 4 |
B
Bridgeworth
Birmingham,
Alabama
|
+$5.16M |
| 5 |
CCM
Canal Capital Management
Richmond,
Virginia
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.27M |
| 2 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$7.3M |
| 3 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$7.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.04M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.76M |
IXC Hedge Fund Activity: Q3 2017 in Review
107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q3 2017, worth a combined $253M — up 17% from $216M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IXC positions and 21 closed out — a net gain of 7 holders — while 18 added to existing stakes and 37 trimmed.
The largest buyer was UBS Group, adding an estimated $35.2M. The largest seller was Bank of America, cutting an estimated $8.27M.
- 107 institutional investors held iShares Global Energy ETF (IXC) as of Q3 2017, up from 103 in Q2 2017.
- Funds reported $253M of iShares Global Energy ETF stock for Q3 2017, up 17% quarter-over-quarter.
- 28 funds opened new iShares Global Energy ETF positions in Q3 2017 and 21 closed out, a net change of +7 holders.
- The largest iShares Global Energy ETF buyer in Q3 2017 was UBS Group, an estimated $35.2M added.
- The largest iShares Global Energy ETF seller in Q3 2017 was Bank of America, an estimated $8.27M sold.
Based on aggregated 13F filings for Q3 2017.