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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
CPP
151
Capasso Planning Partners
South Carolina
$325K -$139K -3,474 -31%
JWCA
152
J.W. Cole Advisors
Florida
$318K +$45.8K +1,141 +18%
SAG
153
SageView Advisory Group
California
$316K
LIA
154
Lynx Investment Advisory
District of Columbia
$312K -$150K -3,743 -34%
SA
155
Sovran Advisors
California
$309K -$142K -3,539 -30%
MYIA
156
Mount Yale Investment Advisors
Colorado
$304K -$108K -2,698 -27%
RSWM
157
Robertson Stephens Wealth Management
California
$302K -$12.2K -304 -4%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$300K +$108K +2,683 +60%
SFS
159
Sowell Financial Services
Arkansas
$294K +$281K +6,994 New
IFS
160
Ifrah Financial Services
Arkansas
$294K -$231K -5,743 -45%
MFIM
161
Mesirow Financial Investment Management
Illinois
$294K
FHC
162
First Heartland Consultants
Missouri
$292K +$29.2K +728 +12%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$289K -$4.66K -116 -2%
TSS
164
Two Sigma Securities
New York
$288K -$477K -11,886 -63%
IC
165
IEQ Capital
California
$285K -$9.67K -241 -3%
KWM
166
Keebeck Wealth Management
Illinois
$283K -$196K -4,871 -42%
Bessemer Group
167
Bessemer Group
New Jersey
$278K -$58.4K -1,456 -18%
CI
168
Clal Insurance
Israel
$273K +$261K +6,500 New
MA
169
Mutual Advisors
Nebraska
$271K -$51K -1,270 -15%
IAN
170
Integrated Advisors Network
Texas
$265K -$3.77K -94 -1%
AFG
171
Atomi Financial Group
New York
$265K +$6.78K +169 +3%
BBWP
172
Beacon Bridge Wealth Partners
Pennsylvania
$264K -$133K -3,322 -35%
PWM
173
Perigon Wealth Management
California
$261K -$256K -6,371 -51%
PWA
174
Provenance Wealth Advisors
Florida
$259K
WMP
175
Wealth Management Partners
Arizona
$259K

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.