iShares Global Energy ETF
145 hedge funds and large institutions have $503M invested in iShares Global Energy ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 35 closing their positions.
3% less funds holding
Funds holding: 150 → 145 (-5)
11% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 35
12.74% less ownership
Funds ownership: 54.16% → 41.42% (-13%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 51
44% less capital invested
Capital invested by funds: $899M → $503M (-$396M)
Top Buyers
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$50.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.75M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.16M |
| 4 |
Jane Street
New York
|
+$4.73M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.49M |
Top Sellers
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$95.5M |
| 2 |
AssetMark Inc
Concord,
California
|
-$83.7M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$33.5M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$19.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$10.7M |
IXC Hedge Fund Activity: Q4 2018 in Review
145 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2018, worth a combined $503M — down 44% from $899M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of IXC and 31 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 33 added.
The largest buyer was Fisher Asset Management, adding an estimated $50.4M. The largest seller was AMP Capital Investors, cutting an estimated $95.5M.
- 145 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2018, down from 150 in Q3 2018.
- Funds reported $503M of iShares Global Energy ETF stock for Q4 2018, down 44% quarter-over-quarter.
- 31 funds opened new iShares Global Energy ETF positions in Q4 2018 and 35 closed out, a net change of -4 holders.
- The largest iShares Global Energy ETF buyer in Q4 2018 was Fisher Asset Management, an estimated $50.4M added.
- The largest iShares Global Energy ETF seller in Q4 2018 was AMP Capital Investors, an estimated $95.5M sold.
Based on aggregated 13F filings for Q4 2018.