We are live on ! Find out more
IXC icon

iShares Global Energy ETF

296 hedge funds and large institutions have $1.16B invested in iShares Global Energy ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

55% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $1.09B → $1.16B (+$77M)

5% more funds holding

Funds holding: 283296 (+13)

3.03% more ownership

Funds ownership: 58.02%61.05% (+3%)

6% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 88

Holders
296
Holders Change
+13
Holders Change %
+4.59%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
51
Increased
83
Reduced
88
Closed
33
Calls
$725K
Puts
Net Calls
+$725K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$618M +$47.3M +1,127,201 +8%
Bank of America
2
Bank of America
North Carolina
$50.1M -$1.4M -33,341 -3%
Morgan Stanley
3
Morgan Stanley
New York
$34.1M -$738K -17,569 -2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$33.4M -$1.48M -35,286 -4%
ECM
5
Evergreen Capital Management
Washington
$26.2M +$323K +7,691 +1%
VCM
6
Verger Capital Management
North Carolina
$24.1M +$2.7M +64,282 +13%
UBS Group
7
UBS Group
Switzerland
$21M +$2.18M +51,793 +12%
VCM
8
Versant Capital Management
Arizona
$19.3M +$3.86M +91,968 +25%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.8M +$1.89M +44,921 +11%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$18.6M +$2.51M +59,788 +16%
MWA
11
MFA Wealth Advisors
Pennsylvania
$12.7M +$628K +14,964 +5%
FAC
12
Financial Advisory Corporation
Michigan
$12.1M -$382K -9,090 -3%
VCAM
13
Van Cleef Asset Management
Ohio
$11.9M -$88.3K -2,103 -0.7%
LPL Financial
14
LPL Financial
California
$11.6M +$126K +3,002 +1%
Citadel Advisors
15
Citadel Advisors
Florida
$10.9M +$5.61M +133,528 +105%
Wells Fargo
16
Wells Fargo
California
$10.6M -$1.13M -26,880 -10%
Goldman Sachs
17
Goldman Sachs
New York
$8.6M -$2.48M -59,114 -22%
Ameriprise
18
Ameriprise
Minnesota
$8.15M +$907K +21,595 +12%
Raymond James Financial
19
Raymond James Financial
Florida
$8M -$614K -14,627 -7%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.69M +$801K +19,070 +12%
SWIG
21
Strategic Wealth Investment Group
Kentucky
$7.68M -$3.63M -86,378 -32%
SPC
22
Sigma Planning Corp
Michigan
$6.18M +$127K +3,035 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.86M -$463K -11,025 -7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.32M +$5.33M +126,815 New
Osaic Holdings
25
Osaic Holdings
Arizona
$4.88M -$36.6K -871 -0.7%