iShares Global Energy ETF
146 hedge funds and large institutions have $375M invested in iShares Global Energy ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 19 closing their positions.
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
1% more funds holding
Funds holding: 145 → 146 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.4% less ownership
Funds ownership: 41.42% → 36.02% (-5.4%)
25% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 48
25% less capital invested
Capital invested by funds: $503M → $375M (-$128M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$10.9M |
| 2 |
LBD
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
+$4.62M |
| 3 |
JP Morgan Chase
New York
|
+$985K |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$970K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$870K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$119M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$31.4M |
| 3 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$23.2M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$13.8M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$10.3M |
IXC Hedge Fund Activity: Q1 2019 in Review
146 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q1 2019, worth a combined $375M — down 25% from $503M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IXC positions and 19 closed out — a net gain of 4 holders — while 36 added to existing stakes and 48 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $10.9M. The largest seller was AMP Capital Investors, cutting an estimated $119M.
- 146 institutional investors held iShares Global Energy ETF (IXC) as of Q1 2019, up from 145 in Q4 2018.
- Funds reported $375M of iShares Global Energy ETF stock for Q1 2019, down 25% quarter-over-quarter.
- 23 funds opened new iShares Global Energy ETF positions in Q1 2019 and 19 closed out, a net change of +4 holders.
- The largest iShares Global Energy ETF buyer in Q1 2019 was Citadel Advisors, an estimated $10.9M added.
- The largest iShares Global Energy ETF seller in Q1 2019 was AMP Capital Investors, an estimated $119M sold.
Based on aggregated 13F filings for Q1 2019.