BlackRock Energy and Resources Trust
BGR
71 hedge funds and large institutions have $75.8M invested in BlackRock Energy and Resources Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 10 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
1% less funds holding
Funds holding: 72 → 71 (-1)
1.96% less ownership
Funds ownership: 23.84% → 21.88% (-2%)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
54% less capital inflows, than outflows
Capital inflows: $5.91M | Capital outflows: $12.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
+$2.3M |
| 2 |
Moors & Cabot
Boston,
Massachusetts
|
+$689K |
| 3 |
Morgan Stanley
New York
|
+$517K |
| 4 |
Brown Brothers Harriman & Co
New York
|
+$391K |
| 5 |
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
City of London Investment Management
London,
United Kingdom
|
-$6.04M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.63M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$688K |
| 4 |
MWM
MGB Wealth Management
Addison,
Texas
|
-$405K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$292K |
BGR Hedge Fund Activity: Q2 2025 in Review
71 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q2 2025, worth a combined $75.8M — down 10% from $84.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BGR and 9 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 24 added.
The largest buyer was Cypress Capital Management (Wyoming), adding an estimated $2.3M. The largest seller was City of London Investment Management, exiting entirely with an estimated $6.04M sold.
- 71 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q2 2025, down from 72 in Q1 2025.
- Funds reported $75.8M of BlackRock Energy and Resources Trust stock for Q2 2025, down 10% quarter-over-quarter.
- 9 funds opened new BlackRock Energy and Resources Trust positions in Q2 2025 and 10 closed out, a net change of -1 holder.
- The largest BlackRock Energy and Resources Trust buyer in Q2 2025 was Cypress Capital Management (Wyoming), an estimated $2.3M added.
- The largest BlackRock Energy and Resources Trust seller in Q2 2025 was City of London Investment Management, an estimated $6.04M sold.
Based on aggregated 13F filings for Q2 2025.