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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
FFA
151
Founders Financial Alliance
North Carolina
$32K – – –
HI
152
Hudock Inc
Pennsylvania
$32K +$30.9K +1,309 New
Barclays
153
Barclays
United Kingdom
$30K – – –
PIA
154
Powell Investment Advisors
Florida
$29K – – –
CIR
155
Clear Investment Research
Georgia
$28K – – –
SFFS
156
Stonehage Fleming Financial Services
Jersey
$28K – – –
CLOS
157
Compagnie Lombard Odier SCmA
Switzerland
$28K +$26.5K +1,125 New
RE
158
RBC Europe
United Kingdom
$26.2K – – –
WP
159
WealthShield Partners
North Carolina
$25K +$23.6K +1,000 New
TCWM
160
Total Clarity Wealth Management
Illinois
$24K +$23.3K +986 New
PB
161
Pinnacle Bancorp
Nebraska
$23K – – –
NFG
162
Next Financial Group
Texas
$23K +$19.4K +822 +697%
FCM
163
Firestone Capital Management
Florida
$22K -$9.44K -400 -31%
HI
164
Harbour Investments
Wisconsin
$22K +$21.4K +906 New
JCM
165
Jacobi Capital Management
Pennsylvania
$21K -$3.7K -157 -16%
FRA
166
Front Row Advisors
California
$20K -$22.8K -965 -54%
RG
167
Retirement Group
California
$19K – – –
AWM
168
Activest Wealth Management
Florida
$19K +$18.5K +786 New
TC
169
Truvestments Capital
Florida
$17K +$3.54K +150 +29%
GEA
170
Glen Eagle Advisors
New Jersey
$15.1K -$3.42K -145 -19%
JPLA
171
Joseph P. Lucia & Associates
New York
$13K – – –
LCM
172
Logan Capital Management
Pennsylvania
$13K +$12.5K +530 New
HIA
173
Harbor Investment Advisory
Maryland
$12K – – –
PA
174
Parallel Advisors
California
$12K – – –
CAAS
175
Capital Asset Advisory Services
Michigan
$10K – – –
5 6
7
8 9

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.