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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
AAM
101
Ameraudi Asset Management
New York
$303K – – –
WMA
102
Wealth Management Associates
New Jersey
$297K +$6.61K +280 +2%
AP
103
Advisors Preferred
Maryland
$296K +$278K +11,788 New
VFA
104
Voya Financial Advisors
Connecticut
$288K -$63.2K -2,679 -19%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$271K – – –
CFGS
106
Concourse Financial Group Securities
Alabama
$265K +$1.72K +73 +0.7%
VWA
107
V Wealth Advisors
Kansas
$265K +$253K +10,733 New
Creative Planning
108
Creative Planning
Kansas
$263K +$251K +10,654 New
OPS
109
Orion Portfolio Solutions
Nebraska
$261K +$250K +10,591 New
FTUS
110
Flow Traders U.S.
New York
$256K -$724K -30,691 -75%
CA
111
Centerpoint Advisors
Massachusetts
$255K +$50.1K +2,125 +26%
CP
112
Cumberland Partners
Ontario, Canada
$247K +$236K +10,008 New
EHC
113
Everett Harris & Co
California
$246K – – –
CAN
114
Cetera Advisor Networks
California
$244K +$234K +9,902 New
MMA
115
Miracle Mile Advisors
California
$237K +$227K +9,607 New
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$225K – – –
CFA
117
Cahill Financial Advisors
Minnesota
$221K +$211K +8,961 New
TSS
118
Two Sigma Securities
New York
$220K +$210K +8,906 New
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$46.6K +1,974 +29%
BJL
120
Brighton Jones LLC
Washington
$217K +$207K +8,792 New
Jane Street
121
Jane Street
New York
$207K +$198K +8,381 New
JG
122
Jefferies Group
New York
$206K +$198K +8,372 New
BCV
123
Banque Cantonale Vaudoise
Switzerland
$186K +$178K +7,555 New
APWA
124
Atlas Private Wealth Advisors
New Jersey
$160K – – –
CFB
125
Cullen/Frost Bankers
Texas
$152K – – –
3 4
5
6 7

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.