iShares Global Energy ETF
154 hedge funds and large institutions have $410M invested in iShares Global Energy ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 42
49% more capital invested
Capital invested by funds: $275M → $410M (+$135M)
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
3% more funds holding
Funds holding: 150 → 154 (+4)
2.55% more ownership
Funds ownership: 45.76% → 48.31% (+2.5%)
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $206K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$31.5M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$17M |
| 3 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$12.2M |
| 4 |
Morgan Stanley
New York
|
+$8.55M |
| 5 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.83M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.61M |
| 3 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$3.51M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
-$2.64M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.58M |
IXC Hedge Fund Activity: Q2 2020 in Review
154 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2020, worth a combined $410M — up 49% from $275M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IXC positions and 21 closed out — a net gain of 4 holders — while 63 added to existing stakes and 42 trimmed.
The largest buyer was Fidelity International, adding an estimated $31.5M. The largest seller was AllianceBernstein, cutting an estimated $7.83M.
- 154 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2020, up from 150 in Q1 2020.
- Funds reported $410M of iShares Global Energy ETF stock for Q2 2020, up 49% quarter-over-quarter.
- 25 funds opened new iShares Global Energy ETF positions in Q2 2020 and 21 closed out, a net change of +4 holders.
- The largest iShares Global Energy ETF buyer in Q2 2020 was Fidelity International, an estimated $31.5M added.
- The largest iShares Global Energy ETF seller in Q2 2020 was AllianceBernstein, an estimated $7.83M sold.
Based on aggregated 13F filings for Q2 2020.