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iShares Global Energy ETF

266 hedge funds and large institutions have $991M invested in iShares Global Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 260266 (+6)

0.64% more ownership

Funds ownership: 49.29%49.93% (+0.64%)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

9% less call options, than puts

Call options by funds: $598K | Put options by funds: $657K

12% less capital invested

Capital invested by funds: $1.12B → $991M (-$132M)

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
4.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
37
Increased
87
Reduced
92
Closed
30
Calls
$598K
Puts
$657K
Net Calls
-$59K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
201
Fidelity Investments
Massachusetts
$42K -$35.6K -950 -44%
CIR
202
Clear Investment Research
Georgia
$41K +$861 +23 +2%
SFFS
203
Stonehage Fleming Financial Services
Jersey
$39K
HI
204
Harbour Investments
Wisconsin
$39K +$43.3K +1,156 New
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$37.9K -$54.5K -1,455 -57%
PB
206
Pinnacle Bancorp
Nebraska
$37K +$711 +19 +2%
CPFP
207
Clear Perspectives Financial Planning
Ohio
$37K +$41.2K +1,100 New
SWM
208
Spire Wealth Management
Virginia
$35K -$30K -800 -44%
CS
209
Credit Suisse
Switzerland
$33K -$1.29M -34,455 -97%
BBHC
210
Brown Brothers Harriman & Co
New York
$32K +$17.6K +470 +100%
FF
211
FourThought Financial
Florida
$32K +$35.8K +955 New
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$30K
CAL
213
Capital Analysts LLC
Pennsylvania
$29K +$2.4K +64 +8%
TCWM
214
Total Clarity Wealth Management
Illinois
$29K +$32.4K +866 New
KTC
215
Kistler-Tiffany Companies
Pennsylvania
$28K
RG
216
Retirement Group
California
$26K
RA
217
Rise Advisors
New York
$23K -$225K -6,014 -90%
GEA
218
Glen Eagle Advisors
New Jersey
$22.3K +$1.69K +45 +7%
FRA
219
Front Row Advisors
California
$22K
MAM
220
Meeder Asset Management
Ohio
$22K
PMFA
221
Plante Moran Financial Advisors
Michigan
$22K +$23.9K +638 New
BONH
222
Bank of New Hampshire
New Hampshire
$20K
CPA
223
Cardiff Park Advisors
California
$19K +$412 +11 +2%
BTI
224
Blue Trust Inc
Georgia
$19K +$19.4K +517 New
HWMA
225
Heritage Wealth Management (Arizona)
Arizona
$18.4K

IXC Hedge Fund Activity: Q2 2022 in Review

266 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2022, worth a combined $991M — down 12% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IXC positions and 30 closed out — a net gain of 7 holders — while 87 added to existing stakes and 92 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $100M. The largest seller was HSBC Holdings, exiting entirely with an estimated $110M sold.

  • 266 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2022, up from 260 in Q1 2022.
  • Funds reported $991M of iShares Global Energy ETF stock for Q2 2022, down 12% quarter-over-quarter.
  • 37 funds opened new iShares Global Energy ETF positions in Q2 2022 and 30 closed out, a net change of +7 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2022 was Manulife (Manufacturers Life Insurance), an estimated $100M added.
  • The largest iShares Global Energy ETF seller in Q2 2022 was HSBC Holdings, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2022.