We are live on ! Find out more
IXC icon

iShares Global Energy ETF

133 hedge funds and large institutions have $395M invested in iShares Global Energy ETF in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

56% more capital invested

Capital invested by funds: $253M → $395M (+$143M)

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

24% more funds holding

Funds holding: 107133 (+26)

8.99% more ownership

Funds ownership: 28.29%37.28% (+9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+26
Holders Change %
+24.3%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
37
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$52M -$1.7M -49,576 -3%
Morgan Stanley
2
Morgan Stanley
New York
$36.8M +$7.14M +207,829 +25%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$31.7M +$30.6M +890,149 +148,358%
Bank of America
4
Bank of America
North Carolina
$26M -$4.19M -121,934 -14%
Bessemer Group
5
Bessemer Group
New Jersey
$25.4M +$24.6M +715,100 New
William Blair Investment Management
6
William Blair Investment Management
Illinois
$24.9M -$1.18M -34,300 -5%
ACI
7
AMP Capital Investors
Australia
$21.5M +$20.7M +604,208 New
MMA
8
Miracle Mile Advisors
California
$16.6M +$16M +466,388 New
FMLI
9
Fukoku Mutual Life Insurance
Japan
$15.8M
Ameriprise
10
Ameriprise
Minnesota
$12.7M +$3.54M +103,221 +41%
AllianceBernstein
11
AllianceBernstein
Tennessee
$7.91M +$7.64M +222,454 New
Wells Fargo
12
Wells Fargo
California
$7.54M -$293K -8,546 -4%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.28M +$214K +6,243 +3%
RAM
14
Riggs Asset Management
Pennsylvania
$6.89M +$3.81K +111 +0.1%
V
15
Veritable
Delaware
$6.72M -$264K -7,694 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$5.82M +$5.62M +163,715 New
NR
17
Newfound Research
Massachusetts
$5.2M +$5.03M +146,354 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.76M +$1.54M +44,764 +74%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.71M +$3.59M +104,403 New
CFB
20
Cullen/Frost Bankers
Texas
$3.57M -$99.6K -2,899 -3%
TFF
21
The Family Firm
Maryland
$3.5M -$430K -12,516 -11%
GT
22
Greenleaf Trust
Michigan
$3.1M +$227K +6,608 +8%
CCM
23
Canal Capital Management
Virginia
$3.06M +$287K +8,370 +11%
PHAM
24
Palisades Hudson Asset Management
Florida
$3.02M -$198K -5,766 -6%
LPL Financial
25
LPL Financial
California
$2.91M -$96.6K -2,814 -3%