iShares Global Energy ETF
248 hedge funds and large institutions have $771M invested in iShares Global Energy ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 32 closing their positions.
410% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $396K
5% less funds holding
Funds holding: 260 → 248 (-12)
6.17% less ownership
Funds ownership: 49.2% → 43.03% (-6.2%)
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
21% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 82
25% less capital invested
Capital invested by funds: $1.03B → $771M (-$259M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$15.7M |
| 2 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$9.53M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
+$4.06M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.17M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.72M |
Top Sellers
IXC Hedge Fund Activity: Q1 2023 in Review
248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q1 2023, worth a combined $771M — down 25% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IXC and 26 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 65 added.
The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $15.7M. The largest seller was Fisher Asset Management, cutting an estimated $52M.
- 248 institutional investors held iShares Global Energy ETF (IXC) as of Q1 2023, down from 260 in Q4 2022.
- Funds reported $771M of iShares Global Energy ETF stock for Q1 2023, down 25% quarter-over-quarter.
- 26 funds opened new iShares Global Energy ETF positions in Q1 2023 and 32 closed out, a net change of -6 holders.
- The largest iShares Global Energy ETF buyer in Q1 2023 was Parcion Private Wealth, an estimated $15.7M added.
- The largest iShares Global Energy ETF seller in Q1 2023 was Fisher Asset Management, an estimated $52M sold.
Based on aggregated 13F filings for Q1 2023.