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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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$457K -$405K -10,092 -48%
DA
127
Detalus Advisors
Missouri
$457K -$303K -7,551 -41%
WPW
128
Watershed Private Wealth
Illinois
$451K -$26.7K -666 -6%
SWIG
129
Strategic Wealth Investment Group
Kentucky
$447K -$7.22M -179,982 -94%
CA
130
Centerpoint Advisors
Massachusetts
$437K -$42.2K -1,051 -9%
EHC
131
Everett Harris & Co
California
$421K
TCM
132
Triumph Capital Management
Colorado
$417K -$2.89K -72 -0.7%
SA
133
Sanctuary Advisors
Indiana
$417K -$418K -10,416 -51%
FFS
134
Founders Financial Securities
Maryland
$399K -$58.5K -1,458 -12%
5W
135
5T Wealth
California
$396K -$195K -4,856 -34%
BJL
136
Brighton Jones LLC
Washington
$394K +$722 +18 +0.2%
CWM
137
Certus Wealth Management
California
$390K -$10K -250 -2%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$389K -$4.38K -109 -1%
BW
139
Balance Wealth
Ohio
$375K +$358K +8,921 New
IA
140
IFG Advisory
Georgia
$372K +$9.99K +249 +3%
MPW
141
MGO Private Wealth
California
$372K
QCM
142
Quantinno Capital Management
New York
$366K +$12.6K +313 +4%
SAM
143
Secure Asset Management
Michigan
$362K -$4.82K -120 -1%
MC
144
Moors & Cabot
Massachusetts
$353K -$98K -2,441 -23%
JFG
145
Jefferies Financial Group
New York
$352K -$502K -12,500 -60%
ACP
146
Arcus Capital Partners
Georgia
$345K +$14.4K +359 +5%
SI
147
Stephens Inc
Arkansas
$341K -$8.03K -200 -2%
DWM
148
Dynasty Wealth Management
Florida
$340K -$37.5M -934,021 -99%
1IA
149
1834 Investment Advisors
Wisconsin
$333K -$72.2K -1,798 -19%
IWM
150
IHT Wealth Management
Illinois
$327K -$11.5K -287 -4%

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.