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iShares Global Energy ETF

92 hedge funds and large institutions have $209M invested in iShares Global Energy ETF in 2013 Q2 according to their latest regulatory filings, with 92 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

22.62% more ownership

Funds ownership: 0%22.62% (+23%)

Holders
92
Holders Change
+92
Holders Change %
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
92
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$24.5M +$25.3M +636,500 New
Bank of America
2
Bank of America
North Carolina
$21.8M +$22.6M +568,706 New
Morgan Stanley
3
Morgan Stanley
New York
$15.7M +$16.3M +409,288 New
TTSTC
4
Texas Treasury Safekeeping Trust Company
Texas
$9.62M +$10M +251,341 New
SG Americas Securities
5
SG Americas Securities
New York
$7.68M +$7.98M +200,657 New
U
6
UBS
Switzerland
$7.58M +$7.88M +198,029 New
N
7
Nuveen
North Carolina
$7.54M +$7.84M +197,000 New
V
8
Veritable
Delaware
$7.4M +$7.69M +193,390 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.03M +$7.3M +183,583 New
William Blair & Company
10
William Blair & Company
Illinois
$6.97M +$7.25M +182,145 New
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$6.62M +$6.88M +172,842 New
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$6.54M +$6.79M +170,748 New
Deutsche Bank
13
Deutsche Bank
Germany
$6.52M +$6.78M +170,319 New
BCI
14
Brinker Capital Investments
Pennsylvania
$6.1M +$6.34M +159,455 New
Wells Fargo
15
Wells Fargo
California
$6M +$6.23M +156,690 New
Goldman Sachs
16
Goldman Sachs
New York
$5.8M +$6.03M +151,444 New
Lazard Asset Management
17
Lazard Asset Management
New York
$5.56M +$5.77M +145,153 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$5.36M +$5.58M +140,135 New
LPL Financial
19
LPL Financial
California
$4.2M +$4.37M +109,755 New
JP Morgan Chase
20
JP Morgan Chase
New York
$3.29M +$3.42M +85,983 New
SI
21
Stephens Inc
Arkansas
$3.06M +$3.18M +79,931 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.79M +$2.9M +72,890 New
NC
23
NewSquare Capital
Pennsylvania
$2.51M +$2.57M +64,701 New
SC
24
SouthState Corp
Florida
$2.28M +$2.37M +59,462 New
FWIA
25
Fort Washington Investment Advisors
Ohio
$2.22M +$2.31M +58,067 New

IXC Hedge Fund Activity: Q2 2013 in Review

92 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2013, worth a combined $209M.

Buyers outnumbered sellers: 92 funds opened new IXC positions and 0 closed out — a net gain of 92 holders — while 0 added to existing stakes and 0 trimmed.

  • 92 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $209M of iShares Global Energy ETF stock for Q2 2013.
  • 92 funds opened new iShares Global Energy ETF positions in Q2 2013 and 0 closed out, a net change of +92 holders.

Based on aggregated 13F filings for Q2 2013.