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iShares Global Energy ETF
IXC

260 hedge funds and large institutions have $1.03B invested in iShares Global Energy ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

29% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $1.69M

13% more capital invested

Capital invested by funds: $913M → $1.03B (+$117M)

7% more funds holding

Funds holding: 244 → 260 (+16)

0.15% more ownership

Funds ownership: 49.05% → 49.2% (+0.15%)

Holders
260
Holders Change
+16
Holders Change %
+6.56%
% of All Funds
4.18%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
40
Increased
93
Reduced
68
Closed
17
Calls
$2.17M
Puts
$1.69M
Net Calls
+$485K
Net Calls Change
+$395K

Top Buyers

1
Jane Street
Jane Street
New York
+$24.2M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$17.1M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$13.7M
4
BSG
Black Swift Group
Colorado
+$13.6M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$12.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$61M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$55.2M
3
PPW
Parcion Private Wealth
Washington
-$19.5M
4
MD
Money Design
Japan
-$11.9M
5
CIM
Cambria Investment Management
California
-$6.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$185M +$12.6M +322,303 +7%
Bank of America
2
Bank of America
North Carolina
$74.7M +$4.33M +110,605 +6%
Morgan Stanley
3
Morgan Stanley
New York
$67.8M -$181K -4,613 -0.3%
PF
4
Phoenix Financial
Israel
$49.9M – – –
Jane Street
5
Jane Street
New York
$44.4M +$24.2M +618,512 +119%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.6M -$55.2M -1,411,332 -59%
CW
7
Connectus Wealth
Ohio
$32.5M -$3.24M -82,900 -9%
GW
8
GW & Wade
Massachusetts
$27.9M +$5.12M +130,795 +22%
BBVA
9
Banco Bilbao Vizcaya Argentaria
Spain
$27.5M +$13.7M +350,556 +100%
MD
10
Money Design
Japan
$21.5M -$11.9M -305,044 -36%
VCM
11
Verger Capital Management
North Carolina
$20.4M +$1.48M +37,840 +8%
ECM
12
Evergreen Capital Management
Washington
$18.3M +$251K +6,404 +1%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$17.1M +$17.1M +437,700 New
UBS Group
14
UBS Group
Switzerland
$16.5M -$364K -9,287 -2%
OCBCO
15
Oversea-Chinese Banking Corp (OCBC)
Singapore
$15.7M +$15.8M +403,481 New
Goldman Sachs
16
Goldman Sachs
New York
$15.6M +$1.56M +39,751 +11%
VCM
17
Versant Capital Management
Arizona
$14.8M -$99.7K -2,547 -0.7%
CIM
18
Cambria Investment Management
California
$14.6M -$6.64M -169,511 -31%
BSG
19
Black Swift Group
Colorado
$13.6M +$13.6M +347,879 New
Ameriprise
20
Ameriprise
Minnesota
$13.6M -$453K -11,579 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$12.1M +$1.04M +26,487 +9%
VCAM
22
Van Cleef Asset Management
Ohio
$11.2M -$374K -9,553 -3%
ST
23
Sentinel Trust
Texas
$11M – – –
Wells Fargo
24
Wells Fargo
California
$9.72M +$2.16M +55,104 +28%
MWA
25
MFA Wealth Advisors
Pennsylvania
$9.04M -$327K -8,359 -3%
1
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IXC Hedge Fund Activity: Q4 2022 in Review

260 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q4 2022, worth a combined $1.03B — up 13% from $913M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IXC positions and 17 closed out — a net gain of 23 holders — while 93 added to existing stakes and 68 trimmed.

The largest buyer was Jane Street, adding an estimated $24.2M. The largest seller was JP Morgan Chase, cutting an estimated $61M.

  • 260 institutional investors held iShares Global Energy ETF (IXC) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.03B of iShares Global Energy ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 40 funds opened new iShares Global Energy ETF positions in Q4 2022 and 17 closed out, a net change of +23 holders.
  • The largest iShares Global Energy ETF buyer in Q4 2022 was Jane Street, an estimated $24.2M added.
  • The largest iShares Global Energy ETF seller in Q4 2022 was JP Morgan Chase, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2022.