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iShares Global Energy ETF

114 hedge funds and large institutions have $369M invested in iShares Global Energy ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $303M → $369M (+$65.9M)

5.27% more ownership

Funds ownership: 29.05%34.32% (+5.3%)

2% more funds holding

Funds holding: 112114 (+2)

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
37
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$57.4M +$17M +454,700 +38%
M&T Bank
2
M&T Bank
New York
$45.9M +$1.76M +47,228 +4%
Jane Street
3
Jane Street
New York
$40.7M +$38.3M +1,024,776 +732%
JIM
4
Jupiter Investment Management
United Kingdom
$35.7M -$2.49M -66,750 -6%
Bank of America
5
Bank of America
North Carolina
$26.8M -$673K -18,008 -2%
Morgan Stanley
6
Morgan Stanley
New York
$24.9M +$3.5M +93,604 +15%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$23.3M +$12.5M +335,000 +101%
UBS Group
8
UBS Group
Switzerland
$14.9M +$804K +21,525 +5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$7.79M +$8.01M +214,498 +2,573%
CFB
10
Cullen/Frost Bankers
Texas
$6.99M -$1.79M -47,868 -19%
Goldman Sachs
11
Goldman Sachs
New York
$6.76M +$63.2K +1,691 +0.9%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$6.63M -$292K -7,817 -4%
Wells Fargo
13
Wells Fargo
California
$6.54M -$12.2K -327 -0.2%
V
14
Veritable
Delaware
$6.49M -$48.7K -1,304 -0.7%
LPL Financial
15
LPL Financial
California
$5.9M +$627K +16,791 +11%
CPSAC
16
Chas P. Smith & Associates (CPS)
Florida
$5.31M -$620K -16,601 -10%
TFF
17
The Family Firm
Maryland
$3.28M -$119K -3,184 -3%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.76M +$25.6K +686 +0.9%
SG Americas Securities
19
SG Americas Securities
New York
$2.24M +$2.13M +57,018 +800%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.04M +$43K +1,150 +2%
DWM
21
Destination Wealth Management
California
$2.01M +$474K +12,678 +28%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.68M -$44.8K -1,200 -2%
FAM
23
Foothills Asset Management
Arizona
$1.41M -$52.3K -1,400 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.4M +$29.1K +778 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.39M -$211K -5,635 -12%

IXC Hedge Fund Activity: Q2 2015 in Review

114 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2015, worth a combined $369M — up 22% from $303M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IXC positions and 12 closed out — a net gain of 3 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $38.3M. The largest seller was Jupiter Investment Management, cutting an estimated $2.49M.

  • 114 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2015, up from 112 in Q1 2015.
  • Funds reported $369M of iShares Global Energy ETF stock for Q2 2015, up 22% quarter-over-quarter.
  • 15 funds opened new iShares Global Energy ETF positions in Q2 2015 and 12 closed out, a net change of +3 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2015 was Jane Street, an estimated $38.3M added.
  • The largest iShares Global Energy ETF seller in Q2 2015 was Jupiter Investment Management, an estimated $2.49M sold.

Based on aggregated 13F filings for Q2 2015.