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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
CHA
176
Carmichael Hill & Associates
Maryland
$37K – – –
HI
177
Hudock Inc
Pennsylvania
$36K – – –
CG
178
Cutler Group
California
$35K -$51K -1,800 -58%
GLLW
179
Graves Light Lenhart Wealth
Virginia
$35K +$36.1K +1,272 New
PIA
180
Powell Investment Advisors
Florida
$34K +$879 +31 +3%
FFA
181
Founders Financial Alliance
North Carolina
$32K -$992 -35 -3%
HI
182
Harbour Investments
Wisconsin
$32K – – –
CIR
183
Clear Investment Research
Georgia
$32K +$822 +29 +3%
CLOS
184
Compagnie Lombard Odier SCmA
Switzerland
$31K – – –
SFFS
185
Stonehage Fleming Financial Services
Jersey
$31K – – –
TCWM
186
Total Clarity Wealth Management
Illinois
$27K – – –
PB
187
Pinnacle Bancorp
Nebraska
$27K +$652 +23 +2%
KTC
188
Kistler-Tiffany Companies
Pennsylvania
$23K -$1.64K -58 -7%
AWM
189
Activest Wealth Management
Florida
$22K – – –
RG
190
Retirement Group
California
$21K – – –
RA
191
Rise Advisors
New York
$18.4K +$19K +669 New
FRA
192
Front Row Advisors
California
$18K -$4.48K -158 -19%
MAM
193
Meeder Asset Management
Ohio
$18K – – –
FAG
194
Fortitude Advisory Group
Washington
$17K +$17.5K +616 New
GEA
195
Glen Eagle Advisors
New Jersey
$16.8K – – –
LCM
196
Logan Capital Management
Pennsylvania
$15K – – –
CPA
197
Cardiff Park Advisors
California
$15K +$15.6K +550 New
HIA
198
Harbor Investment Advisory
Maryland
$14K – – –
Fidelity Investments
199
Fidelity Investments
Massachusetts
$14K +$9.61K +339 +201%
CA
200
CoreCap Advisors
Michigan
$14K +$14.5K +513 New
6 7
8
9 10

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.