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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$459M +$31.2M +778,103 +8%
Bank of America
2
Bank of America
North Carolina
$53.9M -$9.11M -226,888 -15%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$37.3M -$556K -13,860 -2%
Morgan Stanley
4
Morgan Stanley
New York
$31.6M -$8.82M -219,700 -23%
ECM
5
Evergreen Capital Management
Washington
$25.6M -$121K -3,025 -0.5%
UBS Group
6
UBS Group
Switzerland
$19.3M -$5.02M -125,099 -21%
Jane Street
7
Jane Street
New York
$18.4M +$2.46M +61,294 +16%
VCM
8
Verger Capital Management
North Carolina
$17.8M +$1.76M +43,837 +12%
VCM
9
Versant Capital Management
Arizona
$14.7M +$30.1K +750 +0.2%
LPL Financial
10
LPL Financial
California
$13.8M -$17.7M -441,732 -57%
Wells Fargo
11
Wells Fargo
California
$13.1M -$1.5M -37,339 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.3M +$1.58M +39,306 +16%
VCAM
13
Van Cleef Asset Management
Ohio
$12.2M -$58.2K -1,450 -0.5%
FAC
14
Financial Advisory Corporation
Michigan
$12.2M +$275K +6,853 +2%
Goldman Sachs
15
Goldman Sachs
New York
$11.9M -$5.75M -143,204 -34%
MWA
16
MFA Wealth Advisors
Pennsylvania
$11.8M +$642K +16,001 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$10.9M +$1.56M +38,961 +18%
MD
18
Money Design
Japan
$10.9M -$703K -17,504 -6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$8.86M -$1.32M -32,907 -14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.27M -$3.66M -91,124 -35%
G
21
GenTrust
Florida
$6.78M -$106K -2,632 -2%
PCH
22
PGIM Custom Harvest
New Jersey
$5.95M +$87.9K +2,190 +2%
Ameriprise
23
Ameriprise
Minnesota
$5.77M -$1.26M -31,444 -19%
MPW
24
MA Private Wealth
California
$5.75M -$63.1K -1,573 -1%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.7M -$51.8M -1,290,134 -90%

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.