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iShares Global Energy ETF

322 hedge funds and large institutions have $1.02B invested in iShares Global Energy ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 145 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,890% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $29K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.17% less ownership

Funds ownership: 62.45%56.29% (-6.2%)

14% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$162M)

14% less funds holding

Funds holding: 376322 (-54)

55% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 78

59% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 145

Holders
322
Holders Change
-54
Holders Change %
-14.36%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
59
Reduced
145
Closed
78
Calls
$1.45M
Puts
$29K
Net Calls
+$1.42M
Net Calls Change
-$182K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
226
Blue Trust Inc
Georgia
$57K -$10.9K -272 -17%
FWP
227
FAS Wealth Partners
Kansas
$56K
WAS
228
Winch Advisory Services
Wisconsin
$55.1K -$6.94K -173 -12%
GEA
229
Glen Eagle Advisors
New Jersey
$52.1K
NSG
230
Nalls Sherbakoff Group
Tennessee
$50.9K +$48.6K +1,210 New
PB
231
Pinnacle Bancorp
Nebraska
$50.7K
CWP
232
Concord Wealth Partners
Virginia
$49.9K
GT
233
Glenmede Trust
Pennsylvania
$49.8K
SC
234
SouthState Corp
Florida
$49.1K +$46.9K +1,168 New
EDRH
235
Edmond de Rothschild Holding
Switzerland
$48.4K
IWM
236
IMG Wealth Management
Florida
$43.6K
PTC
237
Private Trust Company
Ohio
$42.1K -$361 -9 -0.9%
Bank Julius Baer & Co
238
Bank Julius Baer & Co
Switzerland
$42.1K +$3.77K +94 +10%
JWA
239
JFS Wealth Advisors
Pennsylvania
$41.6K -$473K -11,774 -92%
CF
240
Collier Financial
Colorado
$39.6K -$1.64M -40,845 -98%
PA
241
Parallel Advisors
California
$37.5K +$17.3K +430 +93%
WP
242
WealthShield Partners
North Carolina
$32.5K -$112K -2,796 -78%
NFSG
243
Newbridge Financial Services Group
Florida
$30.8K
AA
244
Ancora Advisors
Ohio
$30.6K -$2.81K -70 -9%
AT
245
Arlington Trust
Alabama
$27.8K
SIM
246
Synergy Investment Management
Florida
$27K -$228K -5,685 -90%
HIA
247
Harbor Investment Advisory
Maryland
$26.8K
SFC
248
SYM Financial Corp
Indiana
$26.4K
OFG
249
Oxford Financial Group
Indiana
$26K
S
250
SignatureFD
Georgia
$25.5K +$24K +597 +5,970%

IXC Hedge Fund Activity: Q1 2025 in Review

322 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q1 2025, worth a combined $1.02B — down 14% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IXC and 35 opened new positions — a net loss of 43 holders — while 145 trimmed existing stakes and 59 added.

The largest buyer was Fisher Asset Management, adding an estimated $31.2M. The largest seller was JP Morgan Chase, cutting an estimated $51.8M.

  • 322 institutional investors held iShares Global Energy ETF (IXC) as of Q1 2025, down from 376 in Q4 2024.
  • Funds reported $1.02B of iShares Global Energy ETF stock for Q1 2025, down 14% quarter-over-quarter.
  • 35 funds opened new iShares Global Energy ETF positions in Q1 2025 and 78 closed out, a net change of -43 holders.
  • The largest iShares Global Energy ETF buyer in Q1 2025 was Fisher Asset Management, an estimated $31.2M added.
  • The largest iShares Global Energy ETF seller in Q1 2025 was JP Morgan Chase, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2025.