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iShares Global Energy ETF

260 hedge funds and large institutions have $1.03B invested in iShares Global Energy ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

29% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $1.69M

13% more capital invested

Capital invested by funds: $913M → $1.03B (+$117M)

7% more funds holding

Funds holding: 244260 (+16)

0.15% more ownership

Funds ownership: 49.05%49.2% (+0.15%)

Holders
260
Holders Change
+16
Holders Change %
+6.56%
% of All Funds
4.18%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
40
Increased
93
Reduced
68
Closed
17
Calls
$2.17M
Puts
$1.69M
Net Calls
+$485K
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
126
Walkner Condon Financial Advisors
Wisconsin
$445K +$26.6K +679 +6%
CPC
127
Cookson Peirce & Co
Pennsylvania
$444K -$76K -1,942 -15%
CTA
128
Chesley Taft & Associates
Illinois
$441K -$9.43K -241 -2%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$438K
DFG
130
Delta Financial Group
New Jersey
$437K +$435K +11,126 New
Creative Planning
131
Creative Planning
Kansas
$436K +$156K +3,978 +55%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$426K -$494K -12,610 -54%
PWMAG
133
Pinnacle Wealth Management Advisory Group
New Jersey
$421K +$10.8K +275 +3%
IA
134
IFG Advisory
Georgia
$417K -$16.9K -432 -4%
Millennium Management
135
Millennium Management
New York
$403K +$43.9K +1,121 +12%
TWC
136
TD Waterhouse Canada
Ontario, Canada
$398K
CFGS
137
Concourse Financial Group Securities
Alabama
$391K +$6.85K +175 +2%
EHC
138
Everett Harris & Co
California
$390K
LWM
139
Laidlaw Wealth Management
New York
$389K +$783 +20 +0.2%
AAP
140
Arax Advisory Partners
Colorado
$386K -$126K -3,228 -25%
APWA
141
Atlas Private Wealth Advisors
New Jersey
$372K +$39 +1 +0%
BJL
142
Brighton Jones LLC
Washington
$358K -$15.7K -400 -4%
CFG
143
Citizens Financial Group
Rhode Island
$357K +$9.9K +253 +3%
IF
144
Integrity Financial
Wyoming
$332K -$87.1K -2,225 -21%
JFG
145
Jefferies Financial Group
New York
$326K +$328K +8,372 New
PAG
146
Private Advisor Group
New Jersey
$316K -$279K -7,124 -25%
CWM
147
CCG Wealth Management
California
$303K -$52.8K -1,350 -15%
ACP
148
Arcus Capital Partners
Georgia
$295K +$8.3K +212 +3%
WMP
149
Wealth Management Partners
Arizona
$290K -$39.1K -1,000 -13%
RPGK
150
Retirement Planning Group (Kansas)
Kansas
$284K

IXC Hedge Fund Activity: Q4 2022 in Review

260 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2022, worth a combined $1.03B — up 13% from $913M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IXC positions and 17 closed out — a net gain of 23 holders — while 93 added to existing stakes and 68 trimmed.

The largest buyer was Jane Street, adding an estimated $24.2M. The largest seller was JP Morgan Chase, cutting an estimated $61M.

  • 260 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.03B of iShares Global Energy ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 40 funds opened new iShares Global Energy ETF positions in Q4 2022 and 17 closed out, a net change of +23 holders.
  • The largest iShares Global Energy ETF buyer in Q4 2022 was Jane Street, an estimated $24.2M added.
  • The largest iShares Global Energy ETF seller in Q4 2022 was JP Morgan Chase, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2022.