iShares Global Energy ETF
128 hedge funds and large institutions have $636M invested in iShares Global Energy ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 26 closing their positions.
70% more capital invested
Capital invested by funds: $375M → $636M (+$262M)
13.86% more ownership
Funds ownership: 36.02% → 49.88% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less funds holding
Funds holding: 146 → 128 (-18)
15% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 41
58% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$357M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$7.21M |
| 3 |
Morgan Stanley
New York
|
+$1.49M |
| 4 |
Jane Street
New York
|
+$1.43M |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$821K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$52.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$17.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.73M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.92M |
IXC Hedge Fund Activity: Q2 2019 in Review
128 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2019, worth a combined $636M — up 70% from $375M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of IXC and 11 opened new positions — a net loss of 15 holders — while 41 trimmed existing stakes and 35 added.
The largest buyer was Fisher Asset Management, adding an estimated $357M. The largest seller was AMP Capital Investors, cutting an estimated $52.3M.
- 128 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2019, down from 146 in Q1 2019.
- Funds reported $636M of iShares Global Energy ETF stock for Q2 2019, up 70% quarter-over-quarter.
- 11 funds opened new iShares Global Energy ETF positions in Q2 2019 and 26 closed out, a net change of -15 holders.
- The largest iShares Global Energy ETF buyer in Q2 2019 was Fisher Asset Management, an estimated $357M added.
- The largest iShares Global Energy ETF seller in Q2 2019 was AMP Capital Investors, an estimated $52.3M sold.
Based on aggregated 13F filings for Q2 2019.