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iShares Global Energy ETF

290 hedge funds and large institutions have $999M invested in iShares Global Energy ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 106 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 56.29%57.61% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $1.02B → $999M (-$24.3M)

10% less funds holding

Funds holding: 322290 (-32)

17% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 106

59% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 46

92% less call options, than puts

Call options by funds: $228K | Put options by funds: $2.95M

Holders
290
Holders Change
-32
Holders Change %
-9.94%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
88
Reduced
106
Closed
46
Calls
$228K
Puts
$2.95M
Net Calls
-$2.72M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$492M +$62.3M +1,624,618 +15%
Bank of America
2
Bank of America
North Carolina
$49.2M -$1.1M -28,798 -2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$33.6M -$1.23M -32,025 -4%
Morgan Stanley
4
Morgan Stanley
New York
$32.4M +$2.82M +73,633 +10%
ECM
5
Evergreen Capital Management
Washington
$23.4M -$433K -11,292 -2%
UBS Group
6
UBS Group
Switzerland
$20.5M +$2.44M +63,714 +14%
VCM
7
Verger Capital Management
North Carolina
$18M +$1.34M +34,857 +8%
LPL Financial
8
LPL Financial
California
$15.7M +$2.73M +71,159 +22%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.6M +$8.62M +224,737 +130%
VCM
10
Versant Capital Management
Arizona
$14M +$237K +6,179 +2%
MD
11
Money Design
Japan
$12.1M +$1.87M +48,834 +19%
Wells Fargo
12
Wells Fargo
California
$11.7M -$533K -13,908 -4%
FAC
13
Financial Advisory Corporation
Michigan
$11.6M +$191K +4,973 +2%
VCAM
14
Van Cleef Asset Management
Ohio
$11.3M -$90K -2,346 -0.8%
MWA
15
MFA Wealth Advisors
Pennsylvania
$11M +$19.6K +512 +0.2%
Goldman Sachs
16
Goldman Sachs
New York
$10.9M -$230K -6,009 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$9.97M +$1.66M +43,310 +21%
Raymond James Financial
18
Raymond James Financial
Florida
$9.9M -$290K -7,564 -3%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.24M +$5.14M +134,162 +544%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$6.13M +$2.37M +61,814 +66%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6M -$5.37M -139,973 -48%
Ameriprise
22
Ameriprise
Minnesota
$5.62M +$233K +6,072 +4%
G
23
GenTrust
Florida
$5.28M -$1.02M -26,666 -17%
MWM
24
Modern Wealth Management
Kansas
$5.24M +$776K +20,237 +18%
SPC
25
Sigma Planning Corp
Michigan
$4.95M +$55.7K +1,452 +1%

IXC Hedge Fund Activity: Q2 2025 in Review

290 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2025, worth a combined $999M — down 2.4% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IXC and 19 opened new positions — a net loss of 27 holders — while 106 trimmed existing stakes and 88 added.

The largest buyer was Fisher Asset Management, adding an estimated $62.3M. The largest seller was Jane Street, cutting an estimated $14.8M.

  • 290 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2025, down from 322 in Q1 2025.
  • Funds reported $999M of iShares Global Energy ETF stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 19 funds opened new iShares Global Energy ETF positions in Q2 2025 and 46 closed out, a net change of -27 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2025 was Fisher Asset Management, an estimated $62.3M added.
  • The largest iShares Global Energy ETF seller in Q2 2025 was Jane Street, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.