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iShares Global Energy ETF
IXC

170 hedge funds and large institutions have $460M invested in iShares Global Energy ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

19% more funds holding

Funds holding: 143 → 170 (+27)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

15.55% less ownership

Funds ownership: 61.75% → 46.2% (-16%)

27% less capital invested

Capital invested by funds: $631M → $460M (-$171M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $682K

Holders
170
Holders Change
+27
Holders Change %
+18.88%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
50
Reduced
45
Closed
16
Calls
–
Puts
$682K
Net Calls
-$682K
Net Calls Change
-$682K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$63.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$17.5M
3
FPCP
Fort Point Capital Partners
California
+$6.21M
4
MD
Money Design
Japan
+$5.08M
5
EE
EWG Elevate
California
+$3.37M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$384M
2
PPW
Parcion Private Wealth
Washington
-$10.8M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$7.28M
4
ACI
AMP Capital Investors
Australia
-$7.15M
5
SP
SWS Partners
Ohio
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
151
Meeder Asset Management
Ohio
$7K +$6.28K +336 New
WWMSC
152
Wagner Wealth Management (South Carolina)
South Carolina
$6K +$5.14K +275 New
HWA
153
HHM Wealth Advisors
Tennessee
$5K – – –
COCM
154
Charter Oak Capital Management
New Hampshire
$5K +$2.8K +150 New
SFP
155
Sterling Financial Planning
New Jersey
$5K +$4.8K +257 New
Fidelity Investments
156
Fidelity Investments
Massachusetts
$4K -$2.41K -129 -38%
BFC
157
Bedel Financial Consulting
Indiana
$4K – – –
WTC
158
WhitTier Trust Company
Nevada
$4K – – –
1IA
159
1834 Investment Advisors
Wisconsin
$3K – – –
PP
160
Pacifica Partners
Canada
$3K +$75 +4 +3%
AWA
161
Arkadios Wealth Advisors
Georgia
$3K +$3.03K +162 New
AIC
162
Archer Investment Corporation
Indiana
$2.21K – – –
NFG
163
Next Financial Group
Texas
$2K -$9.47K -507 -81%
IA
164
IFP Advisors
Florida
$2K -$19 -1 -1%
CWP
165
Concord Wealth Partners
Virginia
$2K +$1.72K +92 New
MRC
166
Millburn Ridgefield Corp
New York
$1K -$1.4K -75 -75%
FWM
167
Focused Wealth Management
New York
$1K +$766 +41 New
SC
168
SouthState Corp
Florida
$1K +$1.23K +66 New
ED
169
Exane Derivatives
France
$325 – – –
KFS
170
Kelly Financial Services
Massachusetts
$223 – – –
PPW
171
Parcion Private Wealth
Washington
– -$10.8M -673,890 Closed
FMLI
172
Fukoku Mutual Life Insurance
Japan
– -$7.28M -444,000 Closed
SP
173
SWS Partners
Ohio
– -$2.43M -148,413 Closed
Jane Street
174
Jane Street
New York
– -$2.4M -146,492 Closed
LJAC
175
L.J. Altfest & Co
New York
– -$1.79M -108,958 Closed
4 5 6
7
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IXC Hedge Fund Activity: Q4 2020 in Review

170 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2020, worth a combined $460M — down 27% from $631M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IXC positions and 16 closed out — a net gain of 29 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $63.9M. The largest seller was Fisher Asset Management, cutting an estimated $384M.

  • 170 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2020, up from 143 in Q3 2020.
  • Funds reported $460M of iShares Global Energy ETF stock for Q4 2020, down 27% quarter-over-quarter.
  • 45 funds opened new iShares Global Energy ETF positions in Q4 2020 and 16 closed out, a net change of +29 holders.
  • The largest iShares Global Energy ETF buyer in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $63.9M added.
  • The largest iShares Global Energy ETF seller in Q4 2020 was Fisher Asset Management, an estimated $384M sold.

Based on aggregated 13F filings for Q4 2020.