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iShares Global Energy ETF
IXC

203 hedge funds and large institutions have $596M invested in iShares Global Energy ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

30% more capital invested

Capital invested by funds: $460M → $596M (+$136M)

27% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 45

19% more funds holding

Funds holding: 170 → 203 (+33)

0.71% less ownership

Funds ownership: 46.2% → 45.49% (-0.71%)

81% less call options, than puts

Call options by funds: $781K | Put options by funds: $4.14M

Holders
203
Holders Change
+33
Holders Change %
+19.41%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
44
Increased
57
Reduced
45
Closed
10
Calls
$781K
Puts
$4.14M
Net Calls
-$3.36M
Net Calls Change
-$2.68M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9M
2
ACI
Alpha Cubed Investments
California
+$11.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$6.14M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$6.06M
5
DWP
Destiny Wealth Partners
Florida
+$5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14.9M
2
MD
Money Design
Japan
-$13.2M
3
MIM
Morningstar Investment Management
Illinois
-$7.11M
4
EE
EWG Elevate
California
-$3.66M
5
ACI
AMP Capital Investors
Australia
-$3.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.42M +$1.36M +57,442 New
AAS
52
Avantax Advisory Services
Texas
$1.41M +$341K +14,447 +34%
CA
53
Cetera Advisors
Colorado
$1.29M +$238K +10,104 +24%
V
54
Veritable
Delaware
$1.2M -$118K -5,000 -9%
PA
55
Pinnacle Associates
New York
$1.13M +$63.7K +2,700 +6%
Bank Julius Baer & Co
56
Bank Julius Baer & Co
Switzerland
$1.06M +$902K +38,234 +801%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.01M +$133K +5,632 +16%
ECG
58
Edge Capital Group
Georgia
$989K +$1.75K +74 +0.2%
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$978K +$936K +39,662 New
EAM
60
Erste Asset Management
Austria
$906K +$807K +34,200 +1,341%
PAM
61
Premier Asset Management
Illinois
$900K +$165K +7,012 +24%
VFA
62
Valeo Financial Advisors
Indiana
$896K -$59K -2,500 -6%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$816K +$332K +14,057 +74%
MAFM
64
Mid Atlantic Financial Management
Pennsylvania
$777K +$135K +5,718 +22%
GC
65
Gilbert & Cook
Iowa
$771K -$45.2K -1,916 -6%
SL
66
SWMG LLC
Texas
$757K -$17.6K -748 -2%
GW
67
GW & Wade
Massachusetts
$677K +$361K +15,297 +126%
PAG
68
Private Advisor Group
New Jersey
$661K +$74.8K +3,172 +13%
SB
69
Simmons Bank
Arkansas
$657K -$336K -14,245 -35%
PFO
70
Pathstone Family Office
New Jersey
$657K -$56.1K -2,379 -8%
Vontobel Holding
71
Vontobel Holding
Switzerland
$641K – – –
EDRH
72
Edmond de Rothschild Holding
Switzerland
$639K – – –
BUB
73
BBVA USA Bancshares
Texas
$628K -$117K -4,952 -16%
BCP
74
Blue Chip Partners
Michigan
$626K +$599K +25,407 New
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$618K -$180K -7,611 -23%
1 2
3
4 5

IXC Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q1 2021, worth a combined $596M — up 30% from $460M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IXC positions and 10 closed out — a net gain of 34 holders — while 57 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $14.9M.

  • 203 institutional investors held iShares Global Energy ETF (IXC) as of Q1 2021, up from 170 in Q4 2020.
  • Funds reported $596M of iShares Global Energy ETF stock for Q1 2021, up 30% quarter-over-quarter.
  • 44 funds opened new iShares Global Energy ETF positions in Q1 2021 and 10 closed out, a net change of +34 holders.
  • The largest iShares Global Energy ETF buyer in Q1 2021 was Morgan Stanley, an estimated $13.9M added.
  • The largest iShares Global Energy ETF seller in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2021.