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iShares Global Energy ETF

94 hedge funds and large institutions have $229M invested in iShares Global Energy ETF in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $209M → $229M (+$20.2M)

2% more funds holding

Funds holding: 9294 (+2)

0.69% more ownership

Funds ownership: 22.62%23.3% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

66% less call options, than puts

Call options by funds: $628K | Put options by funds: $1.83M

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
30
Reduced
30
Closed
7
Calls
$628K
Puts
$1.83M
Net Calls
-$1.21M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$26.1M
Bank of America
2
Bank of America
North Carolina
$19.7M -$3.59M -88,924 -16%
Morgan Stanley
3
Morgan Stanley
New York
$16.7M -$126K -3,122 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.1M +$7.41M +183,351 +100%
Deutsche Bank
5
Deutsche Bank
Germany
$13.9M +$6.77M +167,717 +98%
William Blair & Company
6
William Blair & Company
Illinois
$11.4M +$3.9M +96,450 +53%
TTSTC
7
Texas Treasury Safekeeping Trust Company
Texas
$10.3M +$40 +1 +0%
Goldman Sachs
8
Goldman Sachs
New York
$9.31M +$3.05M +75,453 +50%
U
9
UBS
Switzerland
$8.67M +$536K +13,280 +7%
V
10
Veritable
Delaware
$7.86M -$72.3K -1,790 -0.9%
Wells Fargo
11
Wells Fargo
California
$7.16M +$722K +17,871 +11%
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$6.96M -$41.3K -1,022 -0.6%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$6.63M -$454K -11,236 -7%
BCI
14
Brinker Capital Investments
Pennsylvania
$6.48M -$63.4K -1,570 -1%
Jane Street
15
Jane Street
New York
$4.86M +$3.76M +93,171 +367%
JP Morgan Chase
16
JP Morgan Chase
New York
$4.6M +$1.05M +26,049 +30%
SG Americas Securities
17
SG Americas Securities
New York
$4.09M -$4.07M -100,848 -50%
LPL Financial
18
LPL Financial
California
$3.81M -$750K -18,566 -17%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.35M -$2.36M -58,383 -42%
NC
20
NewSquare Capital
Pennsylvania
$3.25M +$584K +14,455 +22%
SI
21
Stephens Inc
Arkansas
$3.25M -$33.4K -828 -1%
SC
22
SouthState Corp
Florida
$2.73M +$283K +7,017 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.37M -$613K -15,170 -21%
FWIA
24
Fort Washington Investment Advisors
Ohio
$2.34M -$41.7K -1,033 -2%
MAS
25
Madden Advisory Services
Florida
$1.92M -$71K -1,757 -4%

IXC Hedge Fund Activity: Q3 2013 in Review

94 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q3 2013, worth a combined $229M — up 9.7% from $209M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IXC positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $7.41M. The largest seller was Nuveen, cutting an estimated $7.15M.

  • 94 institutional investors held iShares Global Energy ETF (IXC) as of Q3 2013, up from 92 in Q2 2013.
  • Funds reported $229M of iShares Global Energy ETF stock for Q3 2013, up 9.7% quarter-over-quarter.
  • 9 funds opened new iShares Global Energy ETF positions in Q3 2013 and 7 closed out, a net change of +2 holders.
  • The largest iShares Global Energy ETF buyer in Q3 2013 was Royal Bank of Canada, an estimated $7.41M added.
  • The largest iShares Global Energy ETF seller in Q3 2013 was Nuveen, an estimated $7.15M sold.

Based on aggregated 13F filings for Q3 2013.