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iShares Global Energy ETF

333 hedge funds and large institutions have $991M invested in iShares Global Energy ETF in 2026 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 104

3% less funds holding

Funds holding: 344333 (-11)

9.53% less ownership

Funds ownership: 58.62%49.09% (-9.5%)

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

40% less capital invested

Capital invested by funds: $1.66B → $991M (-$669M)

Holders
333
Holders Change
-11
Holders Change %
-3.2%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
38
Increased
96
Reduced
104
Closed
43
Calls
$2.29M
Puts
Net Calls
+$2.29M
Net Calls Change
-$555K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$143M -$32.8M -606,801 -17%
Morgan Stanley
2
Morgan Stanley
New York
$120M +$28.1M +520,184 +27%
Bank of America
3
Bank of America
North Carolina
$52.1M -$5.37M -99,380 -9%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$38.4M -$1.87M -34,669 -4%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$37.7M -$138M -2,556,729 -77%
ECM
6
Evergreen Capital Management
Washington
$31.4M -$541 -10 -0%
Goldman Sachs
7
Goldman Sachs
New York
$28.8M +$22.7M +419,643 +251%
VCM
8
Verger Capital Management
North Carolina
$28M +$293K +5,410 +1%
VCM
9
Versant Capital Management
Arizona
$24.5M +$620K +11,463 +2%
Treasurer of the State of North Carolina
10
Treasurer of the State of North Carolina
North Carolina
$22.8M +$25.1M +463,585 New
UBS Group
11
UBS Group
Switzerland
$19.8M +$804K +14,862 +4%
LPL Financial
12
LPL Financial
California
$15.9M -$4.97M -91,941 -22%
MWA
13
MFA Wealth Advisors
Pennsylvania
$15M -$649K -11,993 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.2M +$5.95M +110,047 +61%
CI Investments Inc
15
CI Investments Inc
Ontario, Canada
$14M +$15.4M +284,453 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$13.5M +$121K +2,239 +0.8%
VCAM
17
Van Cleef Asset Management
Ohio
$13.3M -$701K -12,970 -5%
Wells Fargo
18
Wells Fargo
California
$11.6M -$2.37M -43,735 -16%
FAC
19
Financial Advisory Corporation
Michigan
$11.1M +$198K +3,654 +2%
Marshall Wace
20
Marshall Wace
United Kingdom
$10.4M +$10M +185,327 +710%
Ameriprise
21
Ameriprise
Minnesota
$10.2M -$1.66M -30,623 -13%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.93M -$575K -10,639 -6%
MIM
23
Morningstar Investment Management
Illinois
$8.92M
Raymond James Financial
24
Raymond James Financial
Florida
$8.76M -$2.98M -55,089 -24%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.27M -$2.3M -42,518 -20%

IXC Hedge Fund Activity: Q2 2026 in Review

333 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Global Energy ETF (IXC) for Q2 2026, worth a combined $991M — down 40% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IXC and 38 opened new positions — a net loss of 5 holders — while 104 trimmed existing stakes and 96 added.

The largest buyer was Morgan Stanley, adding an estimated $28.1M. The largest seller was HSBC Holdings, exiting entirely with an estimated $270M sold.

  • 333 institutional investors held iShares Global Energy ETF (IXC) as of Q2 2026, down from 344 in Q1 2026.
  • Funds reported $991M of iShares Global Energy ETF stock for Q2 2026, down 40% quarter-over-quarter.
  • 38 funds opened new iShares Global Energy ETF positions in Q2 2026 and 43 closed out, a net change of -5 holders.
  • The largest iShares Global Energy ETF buyer in Q2 2026 was Morgan Stanley, an estimated $28.1M added.
  • The largest iShares Global Energy ETF seller in Q2 2026 was HSBC Holdings, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2026.