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BlackRock Energy and Resources Trust

85 hedge funds and large institutions have $102M invested in BlackRock Energy and Resources Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

53% more capital invested

Capital invested by funds: $67M → $102M (+$35.2M)

9% more funds holding

Funds holding: 7885 (+7)

3.78% more ownership

Funds ownership: 18.92%22.7% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
29
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$825K +$476K +30,938 +185%
ATS
27
Ashton Thomas Securities
New York
$759K -$7.69K -500 -1%
SF
28
Summit Financial
New Jersey
$691K -$221K -14,383 -26%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$687K -$301K -19,558 -32%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$673K +$4.11K +267 +0.7%
Creative Planning
31
Creative Planning
Kansas
$629K -$1.29K -84 -0.2%
GC
32
Guggenheim Capital
Illinois
$619K +$190K +12,379 +53%
Stifel Financial
33
Stifel Financial
Missouri
$564K -$91.9K -5,973 -15%
UPS
34
UHLMANN PRICE SECURITIES
Illinois
$529K +$6.69K +435 +1%
NFG
35
Nations Financial Group
Iowa
$483K +$14.8K +961 +4%
TCP
36
TMB Capital Partners
Arkansas
$382K -$8.83K -574 -3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$375K -$18K -1,172 -5%
DI
38
Decision Investments
California
$365K
XT
39
XTX Topco
Cayman Islands
$333K +$296K +19,255 New
ACM
40
Alessandra Capital Management
California
$326K -$4.61K -300 -2%
LFAS
41
Level Four Advisory Services
Texas
$325K +$41.4K +2,691 +17%
CF
42
Centaurus Financial
California
$275K
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$266K -$24.6K -1,600 -9%
NAS
44
NWF Advisory Services
California
$265K +$30.8K +2,000 +15%
Ameriprise
45
Ameriprise
Minnesota
$263K -$11.8K -767 -5%
HighTower Advisors
46
HighTower Advisors
Illinois
$263K +$24.3K +1,579 +12%
WE
47
Wealth Effects
Massachusetts
$260K
MML Investors Services
48
MML Investors Services
Massachusetts
$223K +$1.35K +88 +0.7%
Truist Financial
49
Truist Financial
North Carolina
$217K -$2.38M -154,601 -92%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$212K +$189K +12,268 New