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iShares Global Energy ETF
IXC

203 hedge funds and large institutions have $596M invested in iShares Global Energy ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

30% more capital invested

Capital invested by funds: $460M → $596M (+$136M)

27% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 45

19% more funds holding

Funds holding: 170 → 203 (+33)

0.71% less ownership

Funds ownership: 46.2% → 45.49% (-0.71%)

81% less call options, than puts

Call options by funds: $781K | Put options by funds: $4.14M

Holders
203
Holders Change
+33
Holders Change %
+19.41%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
44
Increased
57
Reduced
45
Closed
10
Calls
$781K
Puts
$4.14M
Net Calls
-$3.36M
Net Calls Change
-$2.68M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9M
2
ACI
Alpha Cubed Investments
California
+$11.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$6.14M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$6.06M
5
DWP
Destiny Wealth Partners
Florida
+$5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14.9M
2
MD
Money Design
Japan
-$13.2M
3
MIM
Morningstar Investment Management
Illinois
-$7.11M
4
EE
EWG Elevate
California
-$3.66M
5
ACI
AMP Capital Investors
Australia
-$3.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$73.3M +$3.34M +141,466 +5%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.7M -$14.9M -631,075 -18%
MIS
3
Morningstar Investment Services
Illinois
$44.3M -$290K -12,279 -0.7%
MIM
4
Morningstar Investment Management
Illinois
$40.7M -$7.11M -301,244 -15%
Bank of America
5
Bank of America
North Carolina
$38.4M +$1.31M +55,568 +4%
Morgan Stanley
6
Morgan Stanley
New York
$34.9M +$13.9M +589,593 +71%
AllianceBernstein
7
AllianceBernstein
Tennessee
$25.6M +$1.2M +50,760 +5%
UBS Group
8
UBS Group
Switzerland
$18.3M +$1.71M +72,436 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.9M +$1.41M +59,748 +10%
BBVA
10
Banco Bilbao Vizcaya Argentaria
Spain
$12.5M +$6.06M +256,781 +100%
ACI
11
Alpha Cubed Investments
California
$12.1M +$11.6M +492,007 New
FPCP
12
Fort Point Capital Partners
California
$9.18M +$947K +40,145 +12%
LPL Financial
13
LPL Financial
California
$8.91M +$1.79M +75,904 +27%
VCAM
14
Van Cleef Asset Management
Ohio
$8.69M -$45.1K -1,910 -0.5%
ECM
15
Evergreen Capital Management
Washington
$8.45M +$363K +15,400 +5%
MD
16
Money Design
Japan
$8.42M -$13.2M -558,526 -62%
Goldman Sachs
17
Goldman Sachs
New York
$7.38M -$1.26M -53,318 -15%
MWA
18
MFA Wealth Advisors
Pennsylvania
$7.3M +$877K +37,163 +14%
Wells Fargo
19
Wells Fargo
California
$7.22M -$2.01M -85,183 -23%
VCM
20
Versant Capital Management
Arizona
$7.19M +$1.41M +59,727 +26%
VCM
21
Verger Capital Management
North Carolina
$7M – – –
ACI
22
AMP Capital Investors
Australia
$6.55M -$3.11M -131,841 -33%
Bank of Nova Scotia
23
Bank of Nova Scotia
Ontario, Canada
$6.42M +$6.14M +260,342 New
DWP
24
Destiny Wealth Partners
Florida
$5.22M +$5M +211,901 New
Osaic Holdings
25
Osaic Holdings
Arizona
$4.51M +$538K +22,791 +14%
1
2 3 4 5

IXC Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q1 2021, worth a combined $596M — up 30% from $460M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IXC positions and 10 closed out — a net gain of 34 holders — while 57 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $14.9M.

  • 203 institutional investors held iShares Global Energy ETF (IXC) as of Q1 2021, up from 170 in Q4 2020.
  • Funds reported $596M of iShares Global Energy ETF stock for Q1 2021, up 30% quarter-over-quarter.
  • 44 funds opened new iShares Global Energy ETF positions in Q1 2021 and 10 closed out, a net change of +34 holders.
  • The largest iShares Global Energy ETF buyer in Q1 2021 was Morgan Stanley, an estimated $13.9M added.
  • The largest iShares Global Energy ETF seller in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2021.