iShares Global Energy ETF

IXC

Market cap $1.87B

Overview Fund Activity

41.87 USD

-0.01

0.02%

At close Updated Sep 17, 4:00 PM EDT

1 day

-0.02%

5 days

1.55%

1 month

5.04%

3 months

2.98%

6 months

2.72%

Year to date

8.53%

1 year

3.97%

5 years

130.56%

10 years

37.82%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

1.27% more ownership

Funds ownership: 56.25% [Q1] → 57.53% (+1.27%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

2% less capital invested

Capital invested by funds: $1.02B [Q1] → $997M (-$25.2M) [Q2]

11% less funds holding

Funds holding: 318 [Q1] → 284 (-34) [Q2]

19% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 106

61% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 46

92% less call options, than puts

Call options by funds: $228K | Put options by funds: $2.95M

See Fund Rankings

Financial journalist opinion

IXC: Oil Holding In The $60s, High Near-4% Yield, Monitoring The Macro

I reiterate a "Buy" rating on IXC, citing attractive valuation, global diversification, and a high dividend yield versus the S&P 500. IXC offers exposure to global energy leaders, trades at a modest 14.5x P/E, and boasts a robust 10.2% long-term EPS growth rate. Despite recent underperformance and mixed technicals, IXC's defensive portfolio and favorable calendar trends support a positive outlook.

IXC: Oil Holding In The $60s, High Near-4% Yield, Monitoring The Macro

IXC: Energy Is A Play For The Contrarian (Rating Upgrade)

IXC is a passively managed global energy sector ETF, which I evaluate for its current investment appeal. My previous cautious outlook on IXC has been validated, as the fund has notably underperformed the broader equity market. I see a contrarian opportunity in this fund as expectations are low and crude oil prices are depressed enough that I think the next move will be higher.

IXC: Energy Is A Play For The Contrarian (Rating Upgrade)

The Energy Sell-Off Has Me Interested

I see value in the Energy sector due to its recent underperformance, expected demand rise, and potential trade clarity boosting crude oil prices. Crude oil demand is set to increase, making the current sell-off an opportunity to buy into undervalued Energy ETFs like VDE and IXC. The US's reliance on international trade and a weakening USD could further support crude oil prices, benefiting the Energy sector.

The Energy Sell-Off Has Me Interested

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IXC: Stable Income Option With Lackluster Growth

iShares Global Energy ETF warrants a hold rating, due to a marginal growth outlook and high expense ratio, despite stable dividends. IXC offers a 4.17% dividend yield, but underperforms the market with a 10-year average annual share price return of 5.90%. Key holdings like Exxon Mobil and Chevron provide stable income, but Shell's declining growth impacts overall performance.

IXC: Stable Income Option With Lackluster Growth

IXC: Global Energy Stocks Catching A Bid Post-Election, Remain Cheap

IXC is a buy due to its low P/E, high cash flow, and emerging price momentum despite falling oil prices. The ETF has a diversified global portfolio, with significant exposure to large-cap value stocks, particularly Exxon Mobil and Chevron. IXC's technicals show a bullish rounded bottom pattern, with shares above key moving averages and positive RSI momentum.

IXC: Global Energy Stocks Catching A Bid Post-Election, Remain Cheap

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IXC: Energy Stocks Offer Strong Return Potential, But Not Without Volatility

iShares Global Energy ETF invests in energy companies within the S&P Global 1200, with capped weight restrictions to prevent dominance. IXC recently had assets under management of $2.15 billion, following somewhat volatile net fund flows, and an expense ratio of 0.41%. The fund's valuation indicates a potential IRR of 12%. However, uncertainty characterized by higher beta is likely to continue to produce volatility.

IXC: Energy Stocks Offer Strong Return Potential, But Not Without Volatility

IXC: OPEC+ Is Probably Not That Firm On Cut Phase-Out Telegraph

OPEC+ has provided some baseline aspirations for phasing out their supply cuts, with some elements of the timeline disappointing oil markets. They are principally concerned with the fact that rival capacity has been allowed to grow, and some members in particular have been aggressive about increasing production. We think that due to the budgets of some of these companies, and less urgency over clearing assets, OPEC+ are not that firm on the cuts.

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