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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
BONH
251
Bank of New Hampshire
New Hampshire
$25.2K
PA
252
Pineridge Advisors
Missouri
$25.2K
IA
253
IFP Advisors
Florida
$25K -$40 -1 -0.2%
NCM
254
Northwest Capital Management
Oregon
$23.8K
NMG
255
New Millennium Group
Utah
$23.3K -$4.46K -111 -17%
SAM
256
Smartleaf Asset Management
Massachusetts
$22.9K +$22K +548 New
GSWM
257
Golden State Wealth Management
California
$22.8K
LCM
258
Logan Capital Management
Pennsylvania
$22.3K
BC
259
Barrett & Company
Rhode Island
$22K
BIM
260
Breakwater Investment Management
Washington
$21.6K
BPAMU
261
BTG Pactual Asset Management US
New York
$20.6K -$4.7K -117 -19%
WF
262
Wayfinding Financial
Washington
$19K +$18.6K +463 New
SFFS
263
Stonehage Fleming Financial Services
Jersey
$18.4K
HHGA
264
Halbert Hargrove Global Advisors
California
$18K
MDA
265
Minot DeBlois Advisors
Massachusetts
$17K
SWIM
266
Smallwood Wealth Investment Management
New Jersey
$17K +$16.2K +404 New
RF
267
Rossby Financial
Florida
$14.8K +$15.6K +389 New
AF
268
Allworth Financial
California
$14K -$4.09K -102 -22%
US Bancorp
269
US Bancorp
Minnesota
$14K
SW
270
SoFi Wealth
California
$13.6K -$622K -15,501 -98%
ZBNA
271
Zions Bancorporation, National Association
Utah
$12.8K +$12.2K +304 New
MFS
272
Mattson Financial Services
Michigan
$12K +$11.4K +285 New
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$11.5K -$321 -8 -3%
GJIA
274
Glass Jacobson Investment Advisors
Maryland
$11.5K
KWM
275
Kiker Wealth Management
Georgia
$10.5K

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.