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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
FLA
76
Financial Life Advisors
Texas
$1.04M -$1.21M -30,038 -55%
AF
77
Affiance Financial
Minnesota
$1.04M -$18.8K -468 -2%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.04M +$62.3K +1,552 +7%
Wellington Management Group
79
Wellington Management Group
Massachusetts
$1.01M +$965K +24,038 New
QC
80
Quadrature Capital
United Kingdom
$973K -$4.87M -121,355 -84%
FP
81
Fiduciary Planning
Florida
$949K -$1.22M -30,372 -57%
CL
82
Choreo LLC
Illinois
$949K -$63.4K -1,580 -7%
Citadel Advisors
83
Citadel Advisors
Florida
$937K +$349K +8,696 +64%
SSA
84
SSA Swiss Advisors
$907K +$866K +21,565 New
VPF
85
Vantage Point Financial
Illinois
$895K -$24.4K -607 -3%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$888K -$137K -3,418 -14%
MCM
87
MAI Capital Management
Ohio
$866K -$12.3K -306 -1%
Cerity Partners
88
Cerity Partners
New York
$850K +$4.98K +124 +0.6%
Vontobel Holding
89
Vontobel Holding
Switzerland
$841K +$201K +5,000 +33%
AFM
90
Abbot Financial Management
Massachusetts
$827K -$14.8K -370 -2%
CTA
91
Chesley Taft & Associates
Illinois
$805K -$220K -5,480 -22%
PCA
92
Prosperity Capital Advisors
Ohio
$804K +$51.6K +1,285 +7%
WWM
93
Western Wealth Management
Colorado
$793K -$4.21K -105 -0.6%
BEAM
94
Baker Ellis Asset Management
Washington
$771K -$80.3K -2,000 -10%
CW
95
CreativeOne Wealth
Kansas
$740K +$371K +9,237 +111%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$735K +$17K +423 +2%
SB
97
Strategic Blueprint
Georgia
$735K -$220K -5,486 -24%
OCBCO
98
Oversea-Chinese Banking Corp (OCBC)
Singapore
$708K -$4.29M -106,801 -86%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$695K +$663K +16,513 New
KPWS
100
Kestra Private Wealth Services
Texas
$683K -$5.62K -140 -0.9%

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.