iShares Global Energy ETF
126 hedge funds and large institutions have $293M invested in iShares Global Energy ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 22 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
2% less funds holding
Funds holding: 128 → 126 (-2)
16.04% less ownership
Funds ownership: 49.88% → 33.84% (-16%)
44% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 43
54% less capital invested
Capital invested by funds: $636M → $293M (-$343M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$20.8M |
| 2 |
QI
Quilter Investors
London,
United Kingdom
|
+$20.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.9M |
| 4 |
VCM
Verger Capital Management
Winston-Salem,
North Carolina
|
+$4.56M |
| 5 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$321M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$16.3M |
| 3 |
LBD
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
-$7.53M |
| 4 |
Morgan Stanley
New York
|
-$6.44M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.93M |
IXC Hedge Fund Activity: Q3 2019 in Review
126 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q3 2019, worth a combined $293M — down 54% from $636M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of IXC and 20 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 24 added.
The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $20.8M. The largest seller was Fisher Asset Management, cutting an estimated $321M.
- 126 institutional investors held iShares Global Energy ETF (IXC) as of Q3 2019, down from 128 in Q2 2019.
- Funds reported $293M of iShares Global Energy ETF stock for Q3 2019, down 54% quarter-over-quarter.
- 20 funds opened new iShares Global Energy ETF positions in Q3 2019 and 22 closed out, a net change of -2 holders.
- The largest iShares Global Energy ETF buyer in Q3 2019 was Jupiter Investment Management, an estimated $20.8M added.
- The largest iShares Global Energy ETF seller in Q3 2019 was Fisher Asset Management, an estimated $321M sold.
Based on aggregated 13F filings for Q3 2019.