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iShares Global Energy ETF

290 hedge funds and large institutions have $999M invested in iShares Global Energy ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 106 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 56.29%57.61% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $1.02B → $999M (-$24.3M)

10% less funds holding

Funds holding: 322290 (-32)

17% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 106

59% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 46

92% less call options, than puts

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

Holders
290
Holders Change
-32
Holders Change %
-9.94%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
88
Reduced
106
Closed
46
Calls
$228K
Puts
$2.95M
Net Calls
-$2.72M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
301
Balance Wealth
Ohio
-$375K -8,921 Closed
SAM
302
Secure Asset Management
Michigan
-$362K -8,601 Closed
DWM
303
Dynasty Wealth Management
Florida
-$340K -8,079 Closed
RSWM
304
Robertson Stephens Wealth Management
California
-$302K -7,189 Closed
KWM
305
Keebeck Wealth Management
Illinois
-$283K -6,715 Closed
CI
306
Clal Insurance
Israel
-$273K -6,500 Closed
PWM
307
Perigon Wealth Management
California
-$261K -6,214 Closed
ATPW
308
Ashton Thomas Private Wealth
Arizona
-$249K -5,930 Closed
PGFC
309
Peapack-Gladstone Financial Corp
New Jersey
-$243K -5,781 Closed
LA
310
Legacy Advisors
Pennsylvania
-$240K -5,716 Closed
FPCP
311
Fort Point Capital Partners
California
-$235K -5,575 Closed
SWP
312
Sagespring Wealth Partners
Tennessee
-$215K -5,119 Closed
EL
313
EQ LLC
Washington
-$214K -5,077 Closed
BFA
314
Bright Financial Advisors
Michigan
-$210K -5,000 Closed
DZ Bank
315
DZ Bank
Germany
-$188K -4,462 Closed
PFBT
316
Parkside Financial Bank & Trust
Missouri
-$156K -3,699 Closed
BlackRock
317
BlackRock
New York
-$128K -3,049 Closed
AT
318
Avalon Trust
New Mexico
-$108K -2,575 Closed
MCA
319
Midwest Capital Advisors
Michigan
-$77.8K -1,850 Closed
BA
320
Bristlecone Advisors
Washington
-$58.9K -1,400 Closed
SIM
321
Synergy Investment Management
Florida
-$27K -641 Closed
SAM
322
Smartleaf Asset Management
Massachusetts
-$22.9K -548 Closed
LCM
323
Logan Capital Management
Pennsylvania
-$22.3K -530 Closed
WF
324
Wayfinding Financial
Washington
-$19K -463 Closed
MFS
325
Mattson Financial Services
Michigan
-$12K -285 Closed

IXC Hedge Fund Activity: Q2 2025 in Review

290 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2025, worth a combined $999M — down 2.4% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IXC and 19 opened new positions — a net loss of 27 holders — while 106 trimmed existing stakes and 88 added.

The largest buyer was Fisher Asset Management, adding an estimated $62.3M. The largest seller was Jane Street, cutting an estimated $14.8M.

  • 290 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2025, down from 322 in Q1 2025.
  • Funds reported $999M of iShares Global Energy ETF stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 19 funds opened new iShares Global Energy ETF positions in Q2 2025 and 46 closed out, a net change of -27 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2025 was Fisher Asset Management, an estimated $62.3M added.
  • The largest iShares Global Energy ETF seller in Q2 2025 was Jane Street, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.