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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
TVAMP
326
Tennessee Valley Asset Management Partners
Tennessee
-$3.94M -103,104 Closed
KIM
327
Kestra Investment Management
Texas
-$3.02M -79,225 Closed
M&T Bank
328
M&T Bank
New York
-$2.06M -54,026 Closed
Schroder Investment Management Group
329
Schroder Investment Management Group
United Kingdom
-$1.72M -45,557 Closed
BFG
330
Buttonwood Financial Group
Missouri
-$1.57M -39,008 Closed
WSFG
331
Wall Street Financial Group
Illinois
-$1.33M -34,785 Closed
WWG
332
West Wealth Group
California
-$1.27M -33,134 Closed
MAM
333
Madison Asset Management
Wisconsin
-$1.08M -28,196 Closed
UW
334
Unique Wealth
Florida
-$1.02M -26,588 Closed
GS
335
GTS Securities
New York
-$994K -26,044 Closed
OC
336
Oppenheimer & Co
New York
-$876K -22,933 Closed
KCM
337
KM Capital Management
Texas
-$866K -22,687 Closed
GF
338
Gries Financial
Ohio
-$790K -20,704 Closed
CWP
339
Cyndeo Wealth Partners
Florida
-$716K -18,742 Closed
QWP
340
Quotient Wealth Partners
Texas
-$606K -15,872 Closed
CFGS
341
Concourse Financial Group Securities
Alabama
-$564K -13,935 Closed
OIA
342
OneDigital Investment Advisors
Kansas
-$486K -12,721 Closed
QPWM
343
Quadrant Private Wealth Management
Pennsylvania
-$403K -10,556 Closed
LWM
344
Liberty Wealth Management
California
-$393K -10,305 Closed
IWP
345
Insight Wealth Partners
Texas
-$381K -9,981 Closed
HGWM
346
Horst & Graben Wealth Management
Oregon
-$367K -9,619 Closed
OWA
347
One Wealth Advisors
California
-$361K -9,444 Closed
SWP
348
ShoreHaven Wealth Partners
New Jersey
-$354K -9,283 Closed
S
349
Sunpointe
Missouri
-$354K -9,269 Closed
Bank of New York Mellon
350
Bank of New York Mellon
New York
-$345K -9,033 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.