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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
BOJHT
376
Bank of Jackson Hole Trust
Wyoming
-$14.2K -373 Closed
LI
377
LRI Investments
Florida
-$14.2K -371 Closed
LDB
378
Lee, Danner & Bass
Tennessee
-$8.36K -219 Closed
SAM
379
Synergy Asset Management
Washington
-$8.42K -208 Closed
FA
380
Fedenia Advisers
Wisconsin
-$7.22K -189 Closed
TFGT
381
TS Financial Group (TSFG)
Illinois
-$6K -169 Closed
TC
382
Truvestments Capital
Florida
-$5.73K -150 Closed
CTB
383
Country Trust Bank
Illinois
-$5.38K -141 Closed
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
-$4.47K -117 Closed
RCM
385
Raleigh Capital Management
North Carolina
-$3.2K -84 Closed
Simplex Trading
386
Simplex Trading
Illinois
-$3K -82 Closed
VWM
387
Venturi Wealth Management
Texas
-$3.09K -81 Closed
CT
388
Caldwell Trust
Florida
-$2.67K -70 Closed
PMFA
389
Plante Moran Financial Advisors
Michigan
-$2.21K -58 Closed
EW
390
Element Wealth
Mississippi
-$1.76K -46 Closed
NRC
391
New Republic Capital
North Carolina
-$1.6K -42 Closed
CAS
392
Coppell Advisory Solutions
Texas
-$1.05K -28 Closed
CIA
393
Cape Investment Advisory
Georgia
-$687 -18 Closed
MG
394
Mather Group
Illinois
-$611 -16 Closed
ITIM
395
Indiana Trust & Investment Management
Indiana
-$535 -14 Closed
TRCT
396
Tower Research Capital (TRC)
New York
-$420 -11 Closed
MCM
397
Mainstream Capital Management
California
-$153 -4 Closed
RF
398
Roxbury Financial
New Jersey
-$130 -3 Closed
HI
399
Hoey Investments
Pennsylvania
-$39 -1 Closed
SSG
400
Summit Securities Group
New York
-$38 -1 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.