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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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$1.92M +$445K +11,084 +32%
Renaissance Technologies
52
Renaissance Technologies
New York
$1.88M -$112K -2,800 -6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.82M +$93.2K +2,322 +6%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.79M -$958K -23,857 -36%
PWMAG
55
Pinnacle Wealth Management Advisory Group
New Jersey
$1.68M +$446K +11,100 +38%
CA
56
Clune & Associates
Illinois
$1.65M +$150K +3,747 +11%
TWC
57
TD Waterhouse Canada
Ontario, Canada
$1.64M -$92.3K -2,300 -6%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$1.62M -$36.9M -919,598 -96%
GIA
59
Gladstone Institutional Advisory
Florida
$1.59M -$50.5K -1,259 -3%
CWM
60
Congress Wealth Management
Massachusetts
$1.57M +$1.51M +37,581 New
Wealthfront Advisers
61
Wealthfront Advisers
California
$1.56M +$178K +4,431 +14%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.5M -$3.71M -92,321 -72%
SCM
63
SCS Capital Management
Massachusetts
$1.5M +$1.43M +35,559 New
CSWG
64
Cardinal Strategic Wealth Guidance
Kentucky
$1.47M -$375K -9,331 -21%
PAS
65
Park Avenue Securities
New York
$1.47M -$3.31M -82,494 -70%
BS
66
Banco Santander
Spain
$1.44M +$267K +6,656 +24%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$1.36M
IWC
68
Integrated Wealth Concepts
Massachusetts
$1.34M -$824K -20,542 -39%
NA
69
NewEdge Advisors
Louisiana
$1.25M -$2.29M -56,970 -66%
JIR
70
James Investment Research
Ohio
$1.2M -$4.38K -109 -0.4%
BSG
71
Black Swift Group
Colorado
$1.18M -$129K -3,205 -10%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$1.15M -$33.3K -830 -3%
ACA
73
Aptus Capital Advisors
Alabama
$1.13M -$166K -4,127 -13%
GWM
74
Geneos Wealth Management
Colorado
$1.12M +$510K +12,701 +101%
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$1.09M

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.