iShares Global Energy ETF
143 hedge funds and large institutions have $631M invested in iShares Global Energy ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 25 closing their positions.
54% more capital invested
Capital invested by funds: $410M → $631M (+$221M)
13.44% more ownership
Funds ownership: 48.31% → 61.75% (+13%)
7% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 154 → 143 (-11)
40% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$385M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$12.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.5M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
+$4.74M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$45.9M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.6M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$8.49M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$6.68M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.77M |
IXC Hedge Fund Activity: Q3 2020 in Review
143 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q3 2020, worth a combined $631M — up 54% from $410M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IXC and 15 opened new positions — a net loss of 10 holders — while 44 trimmed existing stakes and 47 added.
The largest buyer was Fisher Asset Management, adding an estimated $385M. The largest seller was Fidelity International, cutting an estimated $45.9M.
- 143 institutional investors held iShares Global Energy ETF (IXC) as of Q3 2020, down from 154 in Q2 2020.
- Funds reported $631M of iShares Global Energy ETF stock for Q3 2020, up 54% quarter-over-quarter.
- 15 funds opened new iShares Global Energy ETF positions in Q3 2020 and 25 closed out, a net change of -10 holders.
- The largest iShares Global Energy ETF buyer in Q3 2020 was Fisher Asset Management, an estimated $385M added.
- The largest iShares Global Energy ETF seller in Q3 2020 was Fidelity International, an estimated $45.9M sold.
Based on aggregated 13F filings for Q3 2020.