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iShares Global Energy ETF

283 hedge funds and large institutions have $1.09B invested in iShares Global Energy ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $999M → $1.09B (+$88.1M)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

0.4% more ownership

Funds ownership: 57.61%58.02% (+0.4%)

2% less funds holding

Funds holding: 290283 (-7)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 94

Holders
283
Holders Change
-7
Holders Change %
-2.41%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
60
Reduced
94
Closed
32
Calls
$722K
Puts
Net Calls
+$722K
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$568M +$43.5M +1,068,318 +9%
Bank of America
2
Bank of America
North Carolina
$51.3M -$1.01M -24,918 -2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$34.8M -$922K -22,645 -3%
Morgan Stanley
4
Morgan Stanley
New York
$34.7M +$262K +6,443 +0.8%
ECM
5
Evergreen Capital Management
Washington
$25.8M +$823K +20,208 +3%
VCM
6
Verger Capital Management
North Carolina
$21.4M +$2.16M +53,064 +12%
UBS Group
7
UBS Group
Switzerland
$18.7M -$2.99M -73,545 -14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.8M +$241K +5,910 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$16M +$5.31M +130,300 +51%
VCM
10
Versant Capital Management
Arizona
$15.4M +$487K +11,971 +3%
FAC
11
Financial Advisory Corporation
Michigan
$12.4M +$84.2K +2,069 +0.7%
MWA
12
MFA Wealth Advisors
Pennsylvania
$12.1M +$323K +7,941 +3%
VCAM
13
Van Cleef Asset Management
Ohio
$11.9M -$110K -2,712 -0.9%
Wells Fargo
14
Wells Fargo
California
$11.7M -$771K -18,947 -6%
LPL Financial
15
LPL Financial
California
$11.4M -$5.14M -126,215 -32%
SWIG
16
Strategic Wealth Investment Group
Kentucky
$11.3M +$10.5M +257,548 +2,134%
Goldman Sachs
17
Goldman Sachs
New York
$11M -$504K -12,369 -4%
Raymond James Financial
18
Raymond James Financial
Florida
$8.58M -$1.89M -46,502 -18%
AllianceBernstein
19
AllianceBernstein
Tennessee
$7.51M +$7.32M +179,870 New
Ameriprise
20
Ameriprise
Minnesota
$7.21M +$1.21M +29,646 +21%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.87M +$229K +5,634 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.29M -$84K -2,064 -1%
SPC
23
Sigma Planning Corp
Michigan
$6.03M +$749K +18,389 +15%
Citadel Advisors
24
Citadel Advisors
Florida
$5.31M +$3.21M +78,952 +163%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.91M +$626K +15,384 +15%

IXC Hedge Fund Activity: Q3 2025 in Review

283 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q3 2025, worth a combined $1.09B — up 8.8% from $999M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IXC positions and 32 closed out — a net gain of 2 holders — while 60 added to existing stakes and 94 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $43.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.35M sold.

  • 283 institutional investors held iShares Global Energy ETF (IXC) as of Q3 2025, down from 290 in Q2 2025.
  • Funds reported $1.09B of iShares Global Energy ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 34 funds opened new iShares Global Energy ETF positions in Q3 2025 and 32 closed out, a net change of +2 holders.
  • The largest iShares Global Energy ETF buyer in Q3 2025 was Fisher Asset Management, an estimated $43.5M added.
  • The largest iShares Global Energy ETF seller in Q3 2025 was Susquehanna International Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2025.