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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
CW
76
CreativeOne Wealth
Kansas
$868K +$173K +4,508 +26%
SSA
77
SSA Swiss Advisors
$849K -$13.2K -345 -2%
CC
78
Climber Capital
Switzerland
$838K +$71.7K +1,870 +10%
VPF
79
Vantage Point Financial
Illinois
$836K +$537 +14 +0.1%
CTA
80
Chesley Taft & Associates
Illinois
$802K +$48.9K +1,275 +7%
MCM
81
MAI Capital Management
Ohio
$792K -$15.9K -415 -2%
AFM
82
Abbot Financial Management
Massachusetts
$775K +$2.65K +69 +0.4%
WWM
83
Western Wealth Management
Colorado
$764K +$23.5K +612 +3%
KPWS
84
Kestra Private Wealth Services
Texas
$727K +$86.4K +2,254 +14%
RG
85
Rathbones Group
United Kingdom
$704K +$111K +2,883 +19%
FP
86
Fiduciary Planning
Florida
$700K -$182K -4,752 -21%
Cerity Partners
87
Cerity Partners
New York
$680K -$112K -2,912 -14%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$661K -$165K -4,292 -20%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$650K +$218K +5,677 +52%
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$633K
IPAM
91
ICICI Prudential Asset Management
India
$619K
AWM
92
Axxcess Wealth Management
California
$599K +$85.9K +2,240 +17%
WMA
93
Wealth Management Associates
New Jersey
$572K +$3.83K +100 +0.7%
SC
94
Scotia Capital
Ontario, Canada
$568K
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$563K -$28.1K -732 -5%
APW
96
Atlantic Private Wealth
North Carolina
$556K
GWM
97
Geneos Wealth Management
Colorado
$550K -$434K -11,322 -45%
BWM
98
BCO Wealth Management
New Mexico
$542K
FFA
99
Farther Finance Advisors
California
$534K +$9.51K +248 +2%
KA
100
Kovack Advisors
Florida
$532K +$5.45K +142 +1%

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.