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iShares Global Energy ETF
IXC

133 hedge funds and large institutions have $395M invested in iShares Global Energy ETF in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

56% more capital invested

Capital invested by funds: $253M → $395M (+$143M)

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

24% more funds holding

Funds holding: 107 → 133 (+26)

8.99% more ownership

Funds ownership: 28.29% → 37.28% (+9%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
133
Holders Change
+26
Holders Change %
+24.3%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
37
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$30.6M
2
Bessemer Group
Bessemer Group
New Jersey
+$24.6M
3
ACI
AMP Capital Investors
Australia
+$20.7M
4
MMA
Miracle Mile Advisors
California
+$16M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$7.64M

Top Sellers

1
B
Bridgeworth
Alabama
-$5.47M
2
Bank of America
Bank of America
North Carolina
-$4.19M
3
UBS Group
UBS Group
Switzerland
-$1.7M
4
Jane Street
Jane Street
New York
-$1.41M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFNAS
101
American Financial Network Advisory Services
California
$83K -$33.5K -976 -29%
BDWM
102
Brewin Dolphin Wealth Management
Ireland
$81.1K – – –
PWM
103
Perigon Wealth Management
California
$62K -$224K -6,509 -79%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$53K – – –
IA
105
IFP Advisors
Florida
$48K -$307K -8,932 -87%
SWP
106
Stratos Wealth Partners
Ohio
$40K +$38.5K +1,120 New
SMG
107
Spectrum Management Group
Indiana
$33K – – –
EDRH
108
Edmond de Rothschild Holding
Switzerland
$30K – – –
SBL
109
Sargent Bickham Lagudis
Colorado
$24K – – –
VFA
110
Valeo Financial Advisors
Indiana
$23K +$378 +11 +2%
CCM
111
Cribstone Capital Management
Maine
$21K – – –
YWP
112
YorkBridge Wealth Partners
New York
$21K – – –
IFA
113
Interactive Financial Advisors
Illinois
$19K +$309 +9 +2%
OIA
114
OneDigital Investment Advisors
Kansas
$18K +$17.5K +510 New
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K +$2.71K +79 +24%
ASN
116
Advisory Services Network
Georgia
$15K +$3.09K +90 +27%
VCM
117
Virtue Capital Management
Tennessee
$14K +$13.5K +394 New
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
WTB
119
Washington Trust Bank
Washington
$12K – – –
HL
120
Harding Loevner
New Jersey
$12K +$12K +350 New
JCM
121
Jacobi Capital Management
Pennsylvania
$11K – – –
SFSIG
122
San Francisco Sentry Investment Group
California
$11K – – –
MSA
123
Marino Stram & Associates
Massachusetts
$11K +$10.3K +301 New
CFA
124
Carroll Financial Associates
North Carolina
$8K – – –
CAC
125
Certified Advisory Corp
Florida
$7K +$7.32K +213 New
2 3 4
5
6

IXC Hedge Fund Activity: Q4 2017 in Review

133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2017, worth a combined $395M — up 56% from $253M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IXC positions and 13 closed out — a net gain of 26 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $30.6M. The largest seller was Bridgeworth, exiting entirely with an estimated $5.47M sold.

  • 133 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2017, up from 107 in Q3 2017.
  • Funds reported $395M of iShares Global Energy ETF stock for Q4 2017, up 56% quarter-over-quarter.
  • 39 funds opened new iShares Global Energy ETF positions in Q4 2017 and 13 closed out, a net change of +26 holders.
  • The largest iShares Global Energy ETF buyer in Q4 2017 was Schroder Investment Management Group, an estimated $30.6M added.
  • The largest iShares Global Energy ETF seller in Q4 2017 was Bridgeworth, an estimated $5.47M sold.

Based on aggregated 13F filings for Q4 2017.