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iShares Global Energy ETF
IXC

Overview Fund Activity

284 hedge funds and large institutions have $997M invested in iShares Global Energy ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-34
Holders Change %
-10.69%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
87
Reduced
106
Closed
46
Calls
$228K
Puts
$2.95M
Net Calls
-$2.72M
Net Calls Change
-$4.14M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$492M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.6M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.24M
4
Morgan Stanley
Morgan Stanley
New York
$32.4M
5
LPL Financial
LPL Financial
California
$15.7M

Top Sellers

1
Jane Street
Jane Street
New York
$2.08M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6M
3
MPW
MA Private Wealth
California
$524K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.09M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.9M +$1.02M +26,029 +117%
Creative Planning
52
Creative Planning
Kansas
$1.83M -$109K -2,773 -6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.78M +$44.3K +1,104 +3%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$1.61M +$79.5K +2,013 +5%
PWMAG
55
Pinnacle Wealth Management Advisory Group
New Jersey
$1.58M +$10.8K +275 +0.7%
CWM
56
Congress Wealth Management
Massachusetts
$1.49M +$16.5K +419 +1%
GIA
57
Gladstone Institutional Advisory
Florida
$1.43M -$52.9K -1,347 -4%
SCM
58
SCS Capital Management
Massachusetts
$1.38M -$16.1K -409 -1%
BS
59
Banco Santander
Spain
$1.37M +$33.8K +860 +3%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.35M -$325K -8,265 -19%
PAS
61
Park Avenue Securities
New York
$1.33M -$43K -1,094 -3%
KAS
62
Kestra Advisory Services
Texas
$1.32M -$502K -12,784 -28%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.27M -$239K -6,071 -16%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$1.26M -$6.33K -161 -0.5%
Wealthfront Advisers
65
Wealthfront Advisers
California
$1.19M -$261K -6,632 -18%
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.18M -$65.8K -1,674 -5%
Vontobel Holding
67
Vontobel Holding
Switzerland
$1.18M +$393K +10,000 +50%
Corient Private Wealth
68
Corient Private Wealth
Florida
$1.12M -$1.09M -27,705 -49%
JIR
69
James Investment Research
Ohio
$1.12M -$2.71K -69 -0.2%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.09M -$308K -7,851 -22%
ACA
71
Aptus Capital Advisors
Alabama
$1.04M -$11.5K -293 -1%
WPW
72
Watershed Private Wealth
Illinois
$1.01M +$594K +15,107 +141%
AF
73
Affiance Financial
Minnesota
$972K +$629 +16 +0.1%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$905K -$173K -4,391 -16%
CW
75
CreativeOne Wealth
Kansas
$868K +$177K +4,508 +26%
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