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iShares Global Energy ETF

290 hedge funds and large institutions have $999M invested in iShares Global Energy ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 106 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 56.29%57.61% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $1.02B → $999M (-$24.3M)

10% less funds holding

Funds holding: 322290 (-32)

17% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 106

59% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 46

92% less call options, than puts

Call options by funds: $228K | Put options by funds: $2.95M

Holders
290
Holders Change
-32
Holders Change %
-9.94%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
88
Reduced
106
Closed
46
Calls
$228K
Puts
$2.95M
Net Calls
-$2.72M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.9M +$998K +26,029 +117%
Creative Planning
52
Creative Planning
Kansas
$1.83M -$106K -2,773 -6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.78M +$42.3K +1,104 +3%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$1.61M +$77.2K +2,013 +5%
PWMAG
55
Pinnacle Wealth Management Advisory Group
New Jersey
$1.58M +$10.5K +275 +0.7%
CWM
56
Congress Wealth Management
Massachusetts
$1.49M +$16.1K +419 +1%
GIA
57
Gladstone Institutional Advisory
Florida
$1.43M -$51.7K -1,347 -4%
SCM
58
SCS Capital Management
Massachusetts
$1.38M -$15.7K -409 -1%
BS
59
Banco Santander
Spain
$1.37M +$33K +860 +3%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.35M -$317K -8,265 -19%
PAS
61
Park Avenue Securities
New York
$1.33M -$42K -1,094 -3%
KAS
62
Kestra Advisory Services
Texas
$1.32M -$490K -12,784 -28%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.27M -$233K -6,071 -16%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$1.26M -$6.17K -161 -0.5%
Wealthfront Advisers
65
Wealthfront Advisers
California
$1.19M -$254K -6,632 -18%
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.18M -$64.2K -1,674 -5%
Vontobel Holding
67
Vontobel Holding
Switzerland
$1.18M +$383K +10,000 +50%
Corient Private Wealth
68
Corient Private Wealth
Florida
$1.12M -$1.06M -27,705 -49%
JIR
69
James Investment Research
Ohio
$1.12M -$2.65K -69 -0.2%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.09M -$301K -7,851 -22%
ACA
71
Aptus Capital Advisors
Alabama
$1.04M -$11.2K -293 -1%
WPW
72
Watershed Private Wealth
Illinois
$1.01M +$579K +15,107 +141%
AF
73
Affiance Financial
Minnesota
$972K +$614 +16 +0.1%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$905K -$168K -4,391 -16%
PCA
75
Prosperity Capital Advisors
Ohio
$875K +$125K +3,250 +17%

IXC Hedge Fund Activity: Q2 2025 in Review

290 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2025, worth a combined $999M — down 2.4% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IXC and 19 opened new positions — a net loss of 27 holders — while 106 trimmed existing stakes and 88 added.

The largest buyer was Fisher Asset Management, adding an estimated $62.3M. The largest seller was Jane Street, cutting an estimated $14.8M.

  • 290 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2025, down from 322 in Q1 2025.
  • Funds reported $999M of iShares Global Energy ETF stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 19 funds opened new iShares Global Energy ETF positions in Q2 2025 and 46 closed out, a net change of -27 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2025 was Fisher Asset Management, an estimated $62.3M added.
  • The largest iShares Global Energy ETF seller in Q2 2025 was Jane Street, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.