iShares Global Energy ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.9M |
| 2 |
ACI
Alpha Cubed Investments
Irvine,
California
|
+$11.6M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$6.14M |
| 4 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
+$6.06M |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$14.9M |
| 2 |
MD
Money Design
Tokyo,
Japan
|
-$13.2M |
| 3 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
-$7.11M |
| 4 |
EE
EWG Elevate
Roseville,
California
|
-$3.66M |
| 5 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$3.11M |
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.