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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
BCI
351
Brinker Capital Investments
Pennsylvania
-$343K -8,988 Closed
OPS
352
Orion Portfolio Solutions
Nebraska
-$343K -8,988 Closed
KV
353
Kickstand Ventures
New York
-$340K -8,909 Closed
SFS
354
Security Financial Services
Indiana
-$331K -8,659 Closed
TC
355
TownSquare Capital
Utah
-$297K -7,786 Closed
BEI
356
Benjamin Edwards Inc
Missouri
-$295K -7,740 Closed
EFG
357
Ehrlich Financial Group
California
-$291K -7,614 Closed
LWM
358
Laidlaw Wealth Management
New York
-$282K -7,399 Closed
FIA
359
Foundations Investment Advisors
Arizona
-$279K -7,300 Closed
APA
360
Astoria Portfolio Advisors
New York
-$276K -6,860 Closed
AWS
361
Atria Wealth Solutions
New York
-$253K -6,623 Closed
CWS
362
Cypress Wealth Services
California
-$249K -6,528 Closed
OWCM
363
One Wealth Capital Management
Arizona
-$236K -6,194 Closed
TI
364
Trexquant Investment
Connecticut
-$215K -5,642 Closed
TA
365
Townsend & Associates
Colorado
-$205K -4,992 Closed
RWS
366
Retirement Wealth Solutions
Wisconsin
-$130K -3,304 Closed
PWA
367
Principia Wealth Advisory
Texas
-$68.5K -1,795 Closed
SWC
368
Spectrum Wealth Counsel
Indiana
-$64.4K -1,687 Closed
OP
369
ORG Partners
Indiana
-$54.9K -1,437 Closed
CAWM
370
Capital A Wealth Management
Pennsylvania
-$39.8K -1,042 Closed
AWM
371
Avior Wealth Management
Nebraska
-$37.9K -992 Closed
GM
372
GeoWealth Management
Illinois
-$35K -916 Closed
VHAM
373
Van Hulzen Asset Management
California
-$31.1K -814 Closed
KBFS
374
Kohmann Bosshard Financial Services
Ohio
-$30.8K -807 Closed
FWM
375
FLP Wealth Management
Arkansas
-$23.1K -606 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.