iShares Global Energy ETF
170 hedge funds and large institutions have $460M invested in iShares Global Energy ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 16 closing their positions.
181% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 16
19% more funds holding
Funds holding: 143 → 170 (+27)
11% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 45
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15.55% less ownership
Funds ownership: 61.75% → 46.2% (-16%)
27% less capital invested
Capital invested by funds: $631M → $460M (-$171M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $682K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$63.9M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$17.5M |
| 3 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
+$6.21M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
+$5.08M |
| 5 |
EE
EWG Elevate
Roseville,
California
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$384M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$10.8M |
| 3 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$7.28M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$7.15M |
| 5 |
SP
SWS Partners
Columbus,
Ohio
|
-$2.43M |
IXC Hedge Fund Activity: Q4 2020 in Review
170 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2020, worth a combined $460M — down 27% from $631M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IXC positions and 16 closed out — a net gain of 29 holders — while 50 added to existing stakes and 45 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $63.9M. The largest seller was Fisher Asset Management, cutting an estimated $384M.
- 170 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2020, up from 143 in Q3 2020.
- Funds reported $460M of iShares Global Energy ETF stock for Q4 2020, down 27% quarter-over-quarter.
- 45 funds opened new iShares Global Energy ETF positions in Q4 2020 and 16 closed out, a net change of +29 holders.
- The largest iShares Global Energy ETF buyer in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $63.9M added.
- The largest iShares Global Energy ETF seller in Q4 2020 was Fisher Asset Management, an estimated $384M sold.
Based on aggregated 13F filings for Q4 2020.