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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
FFA
301
Founders Financial Alliance
North Carolina
$2.94K
AG
302
AmeriFlex Group
Nevada
$2.44K
PGAM
303
Princeton Global Asset Management
New Jersey
$2.23K
GTAM
304
Global Trust Asset Management
Florida
$2.21K
NB
305
NBT Bank
New York
$1.94K
FGAM
306
Financial Gravity Asset Management
Texas
$1.3K +$1.24K +31 New
HBW
307
Hazlett, Burt & Watson
West Virginia
$1K
CTC
308
Central Trust Company
Missouri
$968
CFD
309
Creative Financial Designs
Indiana
$799 -$7.06K -176 -90%
CPG
310
Cornerstone Planning Group
New Jersey
$783
GWP
311
Gen-Wealth Partners
Michigan
$673 -$172K -4,295 -100%
CSC
312
Caldwell Sutter Capital
California
$631 -$7.83K -195 -93%
AWM
313
Atticus Wealth Management
Florida
$505
HCP
314
Hexagon Capital Partners
Arkansas
$421
SS
315
Sunbelt Securities
Texas
$379 -$110K -2,743 -100%
T
316
Transce3nd
Texas
$379 +$361 +9 New
VWWMG
317
Vermillion & White Wealth Management Group
Pennsylvania
$294 -$7.3K -182 -96%
WSFS
318
Wilmington Savings Fund Society
Delaware
$252
T
319
Tidemark
California
$132 +$120 +3 New
LFG
320
Larson Financial Group
Missouri
$84
SFA
321
Semmax Financial Advisors
North Carolina
$50
SHIM
322
Stone House Investment Management
Pennsylvania
$32 +$40 +1 New
FTUS
323
Flow Traders U.S.
New York
-$7.08M -185,477 Closed
MC
324
McMorgan & Co
California
-$5.43M -142,189 Closed
Envestnet Portfolio Solutions
325
Envestnet Portfolio Solutions
Illinois
-$4.49M -117,546 Closed

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.