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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
FRA
276
Front Row Advisors
California
$10.4K
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$10.1K -$4.17K -104 -30%
GI
278
GAMMA Investing
California
$10.1K
FHA
279
First Horizon Advisors
Tennessee
$10K -$40.7K -1,014 -81%
NWM
280
Nova Wealth Management
Florida
$9.76K -$4.01K -100 -30%
SN
281
Sittner & Nelson
Oregon
$8.12K +$7.75K +193 New
AssetMark Inc
282
AssetMark Inc
California
$8.08K -$275K -6,855 -97%
SSB
283
Sandy Spring Bank
Maryland
$7.49K
GFPC
284
Global Financial Private Client
Florida
$7.28K
PP
285
Pacifica Partners
Canada
$7.09K
AF
286
Advisornet Financial
Minnesota
$6.82K
OWP
287
ORG Wealth Partners
Texas
$6.42K
PWA
288
Physician Wealth Advisors
Utah
$6.16K -$2.41K -60 -29%
LFA
289
LGT Financial Advisors
Texas
$6.06K -$11.2K -280 -66%
KFI
290
Key Financial Inc
Pennsylvania
$5.81K
FCMT
291
Founders Capital Management (Texas)
Texas
$5.55K
CCM
292
Coldstream Capital Management
Washington
$5.55K +$5.3K +132 New
AW
293
Avion Wealth
Texas
$5K
TAM
294
Tucker Asset Management
Colorado
$4.96K +$4.54K +113 +2,260%
YDMI
295
Y.D. More Investments
Israel
$4.84K -$4.74K -118 -51%
PFM
296
Phillips Financial Management
Indiana
$4.2K
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
$3.91K -$189K -4,700 -98%
SIS
298
Sound Income Strategies
Florida
$3.26K -$7.3K -182 -70%
GWSG
299
GPS Wealth Strategies Group
Colorado
$3.17K
BWL
300
Bogart Wealth LLC
Virginia
$3.07K +$2.93K +73 New

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.