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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
GWANC
101
Guardian Wealth Advisors (North Carolina)
North Carolina
$677K -$17.5K -435 -3%
IPAM
102
ICICI Prudential Asset Management
India
$662K
DFG
103
Delta Financial Group
New Jersey
$636K +$66.2K +1,650 +12%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$634K -$682 -17 -0.1%
RG
105
Rathbones Group
United Kingdom
$633K +$16.8K +419 +3%
AAM
106
Ameraudi Asset Management
New York
$629K -$29.6K -737 -5%
CC
107
Climber Capital
Switzerland
$626K +$33.3K +830 +4%
Citigroup
108
Citigroup
New York
$623K -$114K -2,842 -16%
WMA
109
Wealth Management Associates
New Jersey
$608K +$21.5K +535 +4%
SC
110
Scotia Capital
Ontario, Canada
$608K
APW
111
Atlantic Private Wealth
North Carolina
$596K
BWM
112
BCO Wealth Management
New Mexico
$581K
OMC
113
Old Mission Capital
Illinois
$577K +$257K +6,399 +88%
YIH
114
Y-Intercept (HK)
Hong Kong
$565K +$539K +13,434 New
FFA
115
Farther Finance Advisors
California
$564K -$274K -6,823 -34%
KA
116
Kovack Advisors
Florida
$563K -$2.65K -66 -0.5%
UBP
117
Union Bancaire Privee
Switzerland
$554K -$167K -4,167 -24%
AWM
118
Axxcess Wealth Management
California
$547K
PAG
119
Private Advisor Group
New Jersey
$526K -$71.8K -1,790 -13%
CA
120
CoreCap Advisors
Michigan
$515K -$4.16M -103,652 -89%
FSA
121
Fort Sheridan Advisors
Illinois
$514K -$110K -2,733 -18%
CFG
122
Citizens Financial Group
Rhode Island
$512K +$321 +8 +0.1%
WCFA
123
Walkner Condon Financial Advisors
Wisconsin
$496K +$4.21K +105 +0.9%
CAM
124
Cresset Asset Management
Illinois
$482K -$77.4K -1,929 -14%
PWM
125
Partners Wealth Management
California
$472K +$2.21K +55 +0.5%

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.