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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
SPC
26
Sigma Planning Corp
Michigan
$5.24M +$40.3K +1,004 +0.8%
TFF
27
The Family Firm
Maryland
$4.92M -$3.41K -85 -0.1%
CFB
28
Cullen/Frost Bankers
Texas
$4.91M
Stifel Financial
29
Stifel Financial
Missouri
$4.76M -$1.09M -27,086 -19%
MWM
30
Modern Wealth Management
Kansas
$4.76M +$39.1K +974 +0.9%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$4.71M -$39.2K -976 -0.9%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$4.69M -$509K -12,681 -10%
Truist Financial
33
Truist Financial
North Carolina
$4.6M -$185K -4,611 -4%
AIC
34
Ayalon Insurance Company
Israel
$4.52M
AAS
35
Avantax Advisory Services
Texas
$4.47M -$359K -8,951 -8%
EH
36
Equitable Holdings
New York
$4.34M +$571K +14,216 +16%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$3.96M +$783K +19,510 +26%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.85M -$319K -7,955 -8%
PA
39
Pinnacle Associates
New York
$3.84M +$524K +13,050 +17%
NMCM
40
Nicholson Meyer Capital Management
Missouri
$3.79M +$3.62M +90,204 New
SSA
41
Sierra Summit Advisors
Nevada
$2.66M -$11.7K -292 -0.5%
PP
42
Prudential plc
United Kingdom
$2.63M -$177K -4,400 -7%
DWM
43
Dakota Wealth Management
Florida
$2.54M +$165K +4,110 +7%
Corient Private Wealth
44
Corient Private Wealth
Florida
$2.37M +$1.21M +30,236 +116%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.32M -$916K -22,826 -29%
WA
46
Waverly Advisors
Alabama
$2.22M -$123K -3,061 -5%
ST
47
Sentinel Trust
Texas
$2.2M
Creative Planning
48
Creative Planning
Kansas
$2.08M +$272K +6,789 +16%
C1AG
49
Client 1st Advisory Group
Florida
$2.01M +$695K +17,315 +57%
KAS
50
Kestra Advisory Services
Texas
$1.95M -$1.17M -29,249 -39%

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.