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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
DT
176
Diversified Trust
Tennessee
$250K
ATPW
177
Ashton Thomas Private Wealth
Arizona
$249K -$558K -13,894 -70%
HSBC Holdings
178
HSBC Holdings
United Kingdom
$248K
MOS
179
MGO One Seven
Ohio
$248K +$40 +1 +0%
PGFC
180
Peapack-Gladstone Financial Corp
New Jersey
$243K
MA
181
MBA Advisors
Pennsylvania
$241K
LA
182
Legacy Advisors
Pennsylvania
$240K -$25.5K -635 -10%
Daiwa Securities Group
183
Daiwa Securities Group
Japan
$236K
FPCP
184
Fort Point Capital Partners
California
$235K
IWA
185
Icon Wealth Advisors
Texas
$229K -$1.23M -30,727 -85%
GAM
186
Gotham Asset Management
New York
$225K +$215K +5,351 New
GCP
187
GSA Capital Partners
United Kingdom
$224K +$214K +5,333 New
APP
188
Avantax Planning Partners
Iowa
$223K
SWP
189
Sagespring Wealth Partners
Tennessee
$215K -$35M -873,191 -99%
SIC
190
Salem Investment Counselors
North Carolina
$215K
EL
191
EQ LLC
Washington
$214K +$204K +5,077 New
BFA
192
Bright Financial Advisors
Michigan
$210K +$201K +5,000 New
AAS
193
Ameritas Advisory Services
Nebraska
$210K
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$210K +$200K +4,994 New
AIM
195
Anchor Investment Management
South Carolina
$206K
SWM
196
Spire Wealth Management
Virginia
$197K -$3.37K -84 -2%
MEG
197
Millstone Evans Group
Colorado
$191K
DZ Bank
198
DZ Bank
Germany
$188K +$179K +4,462 New
AAP
199
Arax Advisory Partners
Colorado
$186K -$74K -1,844 -29%
William Blair & Company
200
William Blair & Company
Illinois
$182K

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.