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iShares Global Energy ETF

283 hedge funds and large institutions have $1.09B invested in iShares Global Energy ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $999M → $1.09B (+$88.1M)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

0.4% more ownership

Funds ownership: 57.61%58.02% (+0.4%)

2% less funds holding

Funds holding: 290283 (-7)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 94

Holders
283
Holders Change
-7
Holders Change %
-2.41%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
60
Reduced
94
Closed
32
Calls
$722K
Puts
Net Calls
+$722K
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
26
Cullen/Frost Bankers
Texas
$4.69M
G
27
GenTrust
Florida
$4.63M -$959K -23,551 -18%
AIC
28
Ayalon Insurance Company
Israel
$4.49M
EH
29
Equitable Holdings
New York
$4.37M -$200K -4,920 -4%
Stifel Financial
30
Stifel Financial
Missouri
$4.28M -$378K -9,286 -8%
PA
31
Pinnacle Associates
New York
$3.94M +$136K +3,350 +4%
NMCM
32
Nicholson Meyer Capital Management
Missouri
$3.92M +$43.1K +1,059 +1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$3.81M -$712K -17,499 -16%
PCH
34
PGIM Custom Harvest
New Jersey
$3.78M -$236K -5,804 -6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.43M +$1.33M +32,565 +66%
C1AG
36
Client 1st Advisory Group
Florida
$3.11M +$640K +15,715 +27%
SSA
37
Sierra Summit Advisors
Nevada
$2.75M +$40.3K +990 +2%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$2.36M +$193K +4,739 +9%
PP
39
Prudential plc
United Kingdom
$2.34M -$924K -22,700 -29%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$2.3M -$21.6K -531 -1%
DWM
41
Dakota Wealth Management
Florida
$2.24M -$21.5K -529 -1%
GS
42
GTS Securities
New York
$2.24M +$2.18M +53,548 New
CA
43
Clune & Associates
Illinois
$2.21M +$74.6K +1,833 +4%
ST
44
Sentinel Trust
Texas
$2.18M
JP Morgan Chase
45
JP Morgan Chase
New York
$1.97M -$250K -6,152 -12%
MWM
46
Modern Wealth Management
Kansas
$1.95M -$3.53M -86,617 -65%
Creative Planning
47
Creative Planning
Kansas
$1.92M -$25.9K -637 -1%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.88M +$18.3K +450 +1%
WA
49
Waverly Advisors
Alabama
$1.85M -$215K -5,286 -11%
PWMAG
50
Pinnacle Wealth Management Advisory Group
New Jersey
$1.83M +$143K +3,500 +9%

IXC Hedge Fund Activity: Q3 2025 in Review

283 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q3 2025, worth a combined $1.09B — up 8.8% from $999M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IXC positions and 32 closed out — a net gain of 2 holders — while 60 added to existing stakes and 94 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $43.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.35M sold.

  • 283 institutional investors held iShares Global Energy ETF (IXC) as of Q3 2025, down from 290 in Q2 2025.
  • Funds reported $1.09B of iShares Global Energy ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 34 funds opened new iShares Global Energy ETF positions in Q3 2025 and 32 closed out, a net change of +2 holders.
  • The largest iShares Global Energy ETF buyer in Q3 2025 was Fisher Asset Management, an estimated $43.5M added.
  • The largest iShares Global Energy ETF seller in Q3 2025 was Susquehanna International Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2025.