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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
SS
201
SBI Securities
Japan
$182K +$9.67K +241 +6%
PS
202
Principal Securities
Iowa
$181K +$19.9K +497 +12%
SPIA
203
Steward Partners Investment Advisory
New York
$175K -$29K -722 -15%
HNB
204
Huntington National Bank
Ohio
$169K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$156K +$148K +3,699 New
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$137K -$9.23K -230 -5%
Comerica Bank
207
Comerica Bank
Texas
$136K -$54.5K -1,358 -30%
BlackRock
208
BlackRock
New York
$128K -$5.92M -147,391 -98%
EPIME
209
Evelyn Partners Investment Management (Europe)
$118K -$21.7K -540 -16%
AT
210
Avalon Trust
New Mexico
$108K +$103K +2,575 New
PWM
211
Provident Wealth Management
Tennessee
$105K +$100K +2,500 New
MHR
212
Matthew Hamilton Rosenberg
$103K
AWM
213
AE Wealth Management
Kansas
$87.4K -$830K -20,679 -91%
GC
214
Garde Capital
Washington
$86.1K +$82.2K +2,047 New
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$80.6K +$25.2K +628 +49%
MCA
216
Midwest Capital Advisors
Michigan
$77.8K +$1.93K +48 +3%
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$76.4K +$71.3K +1,777 +4,443%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$71.7K -$51.7K -1,287 -43%
HI
219
Harbour Investments
Wisconsin
$68.9K -$1.32K -33 -2%
CFP
220
Comprehensive Financial Planning
Pennsylvania
$67.4K
EWA
221
EverSource Wealth Advisors
Alabama
$65.7K -$9.23K -230 -13%
TSMHT
222
Thurston Springer Miller Herd & Titak
Indiana
$65.6K +$26.9K +670 +75%
IF
223
Integrity Financial
Wyoming
$62.8K -$682 -17 -1%
PIA
224
Powell Investment Advisors
Florida
$59.2K
BA
225
Bristlecone Advisors
Washington
$58.9K

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.