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iShares Global Energy ETF
IXC

233 hedge funds and large institutions have $691M invested in iShares Global Energy ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

16% more funds holding

Funds holding: 201 → 233 (+32)

2% more capital invested

Capital invested by funds: $680M → $691M (+$11.5M)

2.93% less ownership

Funds ownership: 47.48% → 44.55% (-2.9%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $297K

Holders
233
Holders Change
+32
Holders Change %
+15.92%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
78
Reduced
58
Closed
18
Calls
–
Puts
$297K
Net Calls
-$297K
Net Calls Change
-$396K

Top Buyers

1
Jane Street
Jane Street
New York
+$39.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.1M
3
CIM
Cambria Investment Management
California
+$5.61M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$4.89M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$3.46M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$23.5M
2
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$22.1M
3
COLIM
City of London Investment Management
United Kingdom
-$13.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$9.43M
5
MD
Money Design
Japan
-$8.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
151
Barclays
United Kingdom
$135K -$1.7M -59,874 -92%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$118K +$3.46K +122 +3%
BWM
153
BerganKDV Wealth Management
Minnesota
$114K -$380K -13,397 -76%
GC
154
Garde Capital
Washington
$113K – – –
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$112K – – –
Bank Julius Baer & Co
156
Bank Julius Baer & Co
Switzerland
$103K -$1.25M -43,999 -92%
AIM
157
Anchor Investment Management
South Carolina
$103K +$284 +10 +0.3%
ZB
158
Zions Bancorporation
Utah
$98K -$255 -9 -0.3%
ST
159
Smithfield Trust
Pennsylvania
$92K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$76K +$78.1K +2,756 New
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$69K +$70.9K +2,502 New
CWP
162
Concord Wealth Partners
Virginia
$68K +$67K +2,362 +2,567%
FWP
163
FAS Wealth Partners
Kansas
$64K -$14.2K -500 -18%
SAM
164
Strategic Asset Management
Minnesota
$64K +$44.3K +1,563 +200%
SWM
165
Spire Wealth Management
Virginia
$63K +$22.8K +803 +54%
EIP
166
Ellis Investment Partners
Pennsylvania
$61K -$34.8K -1,228 -35%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$61K -$8.9K -314 -12%
US Bancorp
168
US Bancorp
Minnesota
$60K +$33.5K +1,180 +117%
EAM
169
Erste Asset Management
Austria
$58K +$12.4K +437 +26%
Simplex Trading
170
Simplex Trading
Illinois
$57K -$8.39K -296 -12%
Optiver Holding
171
Optiver Holding
Netherlands
$51K – – –
NFSG
172
Newbridge Financial Services Group
Florida
$49K +$1.22K +43 +2%
NFG
173
Next Financial Group
Texas
$49K +$14.4K +509 +40%
IFA
174
Interactive Financial Advisors
Illinois
$45K +$709 +25 +2%
Jones Financial Companies
175
Jones Financial Companies
Missouri
$45K +$46.3K +1,634 New
5 6
7
8 9

IXC Hedge Fund Activity: Q4 2021 in Review

233 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2021, worth a combined $691M — up 1.7% from $680M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IXC positions and 18 closed out — a net gain of 36 holders — while 78 added to existing stakes and 58 trimmed.

The largest buyer was Jane Street, adding an estimated $39.8M. The largest seller was DZ Bank, cutting an estimated $23.5M.

  • 233 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2021, up from 201 in Q3 2021.
  • Funds reported $691M of iShares Global Energy ETF stock for Q4 2021, up 1.7% quarter-over-quarter.
  • 54 funds opened new iShares Global Energy ETF positions in Q4 2021 and 18 closed out, a net change of +36 holders.
  • The largest iShares Global Energy ETF buyer in Q4 2021 was Jane Street, an estimated $39.8M added.
  • The largest iShares Global Energy ETF seller in Q4 2021 was DZ Bank, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2021.