iShares Energy Storage & Materials ETF
IBAT
4 hedge funds and large institutions have $4.94M invested in iShares Energy Storage & Materials ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and 3 closing their positions.
7.49% less ownership
Funds ownership: 90.7% → 83.21% (-7.5%)
12% less capital invested
Capital invested by funds: $5.59M → $4.94M (-$655K)
20% less funds holding
Funds holding: 5 → 4 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.43K |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$979 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$238K |
| 2 |
BlackRock
New York
|
-$223K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$7.41K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$22 |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$22 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $4.77M | -$223K | -10,000 | -4% |
|
|
SS
2
Sunbelt Securities
Houston,
Texas
| $165K | -$7.41K | -333 | -4% |
|
|
3
UBS Group
Zurich,
Switzerland
| $3.26K | +$3.43K | +154 | New |
|
|
MCM
4
MAI Capital Management
Independence,
Ohio
| $933 | +$979 | +44 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| – | -$238K | -10,829 | Closed |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| – | -$22 | -1 | Closed |
|
IBAT Hedge Fund Activity: Q1 2025 in Review
4 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in iShares Energy Storage & Materials ETF (IBAT) for Q1 2025, worth a combined $4.94M — down 12% from $5.59M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IBAT and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest buyer was UBS Group, opening a new position worth an estimated $3.43K. The largest seller was Old Mission Capital, exiting entirely with an estimated $238K sold.
- 4 institutional investors held iShares Energy Storage & Materials ETF (IBAT) as of Q1 2025, down from 5 in Q4 2024.
- Funds reported $4.94M of iShares Energy Storage & Materials ETF stock for Q1 2025, down 12% quarter-over-quarter.
- 2 funds opened new iShares Energy Storage & Materials ETF positions in Q1 2025 and 3 closed out, a net change of -1 holder.
- The largest iShares Energy Storage & Materials ETF buyer in Q1 2025 was UBS Group, an estimated $3.43K added.
- The largest iShares Energy Storage & Materials ETF seller in Q1 2025 was Old Mission Capital, an estimated $238K sold.
Based on aggregated 13F filings for Q1 2025.