We are live on ! Find out more
IXC icon

iShares Global Energy ETF

266 hedge funds and large institutions have $991M invested in iShares Global Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 260266 (+6)

0.64% more ownership

Funds ownership: 49.29%49.93% (+0.64%)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

9% less call options, than puts

Call options by funds: $598K | Put options by funds: $657K

12% less capital invested

Capital invested by funds: $1.12B → $991M (-$132M)

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
4.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
37
Increased
87
Reduced
92
Closed
30
Calls
$598K
Puts
$657K
Net Calls
-$59K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Affiance Financial
Minnesota
$1.38M -$323K -8,619 -17%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.38M +$487K +13,000 +47%
PAM
78
Premier Asset Management
Illinois
$1.35M -$865K -23,112 -38%
IIA
79
IPG Investment Advisors
California
$1.27M -$393K -10,493 -22%
Renaissance Technologies
80
Renaissance Technologies
New York
$1.23M -$232K -6,200 -15%
PAG
81
Private Advisor Group
New Jersey
$1.03M +$6.1K +163 +0.5%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$1.01M -$17K -454 -1%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$950K +$90.8K +2,425 +9%
V
84
Veritable
Delaware
$931K
AWM
85
Axxcess Wealth Management
California
$921K +$159K +4,240 +18%
I2I
86
Insight 2811 Inc
Illinois
$906K +$154K +4,100 +18%
RG
87
Rathbones Group
United Kingdom
$829K +$588K +15,703 +179%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$798K -$5.02K -134 -0.6%
MWM
89
Merriman Wealth Management
Washington
$744K -$374K -10,000 -31%
NWA
90
Navis Wealth Advisors
New York
$718K
SAM
91
Secure Asset Management
Michigan
$714K +$6.37K +170 +0.8%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$710K +$41.3K +1,102 +6%
UCFA
93
United Capital Financial Advisors
Texas
$680K -$711 -19 -0.1%
Vontobel Holding
94
Vontobel Holding
Switzerland
$678K -$225K -6,000 -23%
CP
95
Camelot Portfolios
Ohio
$672K -$139K -3,717 -16%
OMC
96
Old Mission Capital
Illinois
$649K +$717K +19,150 New
SQA
97
Simon Quick Advisors
New Jersey
$642K +$704K +18,808 New
APW
98
Atlantic Private Wealth
North Carolina
$607K
5L
99
55I LLC
Massachusetts
$593K -$359K -9,589 -35%
FFM
100
Fullerton Fund Management
Singapore
$590K +$195K +5,200 +43%

IXC Hedge Fund Activity: Q2 2022 in Review

266 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2022, worth a combined $991M — down 12% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IXC positions and 30 closed out — a net gain of 7 holders — while 87 added to existing stakes and 92 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $100M. The largest seller was HSBC Holdings, exiting entirely with an estimated $110M sold.

  • 266 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2022, up from 260 in Q1 2022.
  • Funds reported $991M of iShares Global Energy ETF stock for Q2 2022, down 12% quarter-over-quarter.
  • 37 funds opened new iShares Global Energy ETF positions in Q2 2022 and 30 closed out, a net change of +7 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2022 was Manulife (Manufacturers Life Insurance), an estimated $100M added.
  • The largest iShares Global Energy ETF seller in Q2 2022 was HSBC Holdings, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2022.