iShares Global Energy ETF
468 hedge funds and large institutions have $2.43B invested in iShares Global Energy ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 237 increasing their positions, 84 reducing their positions, and 34 closing their positions.
182% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 84
141% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 34
99% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $747K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $2.1B → $2.43B (+$334M)
9% more funds holding
Funds holding: 431 → 468 (+37)
1.4% more ownership
Funds ownership: 70.84% → 72.24% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$101M |
| 2 |
JP Morgan Chase
New York
|
+$29.6M |
| 3 |
BlackRock
New York
|
+$26.3M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$26.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$78.8M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$50.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$11.8M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
-$10.7M |
IXC Hedge Fund Activity: Q1 2024 in Review
468 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q1 2024, worth a combined $2.43B — up 16% from $2.1B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IXC positions and 34 closed out — a net gain of 48 holders — while 237 added to existing stakes and 84 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $101M. The largest seller was HSBC Holdings, cutting an estimated $78.8M.
- 468 institutional investors held iShares Global Energy ETF (IXC) as of Q1 2024, up from 431 in Q4 2023.
- Funds reported $2.43B of iShares Global Energy ETF stock for Q1 2024, up 16% quarter-over-quarter.
- 82 funds opened new iShares Global Energy ETF positions in Q1 2024 and 34 closed out, a net change of +48 holders.
- The largest iShares Global Energy ETF buyer in Q1 2024 was Fisher Asset Management, an estimated $101M added.
- The largest iShares Global Energy ETF seller in Q1 2024 was HSBC Holdings, an estimated $78.8M sold.
Based on aggregated 13F filings for Q1 2024.