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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
IAIM
176
International Assets Investment Management
Florida
$10K – – –
Fidelity Investments
177
Fidelity Investments
Massachusetts
$10K +$4.55K +193 +91%
PMFA
178
Plante Moran Financial Advisors
Michigan
$10K +$9.3K +394 New
MAM
179
Meeder Asset Management
Ohio
$8K -$731 -31 -9%
SWA
180
SOA Wealth Advisors
New York
$8K – – –
Simplex Trading
181
Simplex Trading
Illinois
$7K -$2.36K -100 -25%
WWMSC
182
Wagner Wealth Management (South Carolina)
South Carolina
$7K – – –
Jones Financial Companies
183
Jones Financial Companies
Missouri
$7K +$6.42K +272 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$6K -$110K -4,642 -94%
HWA
185
HHM Wealth Advisors
Tennessee
$6K – – –
EVM
186
Eaton Vance Management
Massachusetts
$6K +$5.78K +245 New
CP
187
Corbenic Partners
Pennsylvania
$6K +$6.16K +261 New
BFC
188
Bedel Financial Consulting
Indiana
$5K – – –
COCM
189
Charter Oak Capital Management
New Hampshire
$5K – – –
SFP
190
Sterling Financial Planning
New Jersey
$4K -$2.71K -115 -45%
PP
191
Pacifica Partners
Canada
$4K – – –
AWA
192
Arkadios Wealth Advisors
Georgia
$3K – – –
AIC
193
Archer Investment Corporation
Indiana
$2.69K – – –
CQS
194
Credential Qtrade Securities
$2.32K +$2.22K +94 New
CWP
195
Concord Wealth Partners
Virginia
$2K – – –
IA
196
IFP Advisors
Florida
$2K – – –
SC
197
SouthState Corp
Florida
$2K – – –
MRC
198
Millburn Ridgefield Corp
New York
$2K +$1.23K +52 +208%
FWM
199
Focused Wealth Management
New York
$1K – – –
ED
200
Exane Derivatives
France
$394 – – –
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.