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iShares Energy Storage & Materials ETF

6 hedge funds and large institutions have $5M invested in iShares Energy Storage & Materials ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 46 (+2)

1% more capital invested

Capital invested by funds: $4.94M → $5M (+$64.2K)

2.06% less ownership

Funds ownership: 83.21%81.15% (-2.1%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.56M -$375K -18,000 -8%
FTUS
2
Flow Traders U.S.
New York
$252K +$239K +11,456 New
SS
3
Sunbelt Securities
Texas
$179K +$6.93K +333 +4%
BFP
4
Briaud Financial Planning
Texas
$12K +$11.6K +555 New
MCM
5
MAI Capital Management
Ohio
$969
UBS Group
6
UBS Group
Switzerland
$814 -$2.44K -117 -76%

IBAT Hedge Fund Activity: Q2 2025 in Review

6 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in iShares Energy Storage & Materials ETF (IBAT) for Q2 2025, worth a combined $5M — up 1.3% from $4.94M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IBAT positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $239K. The largest seller was BlackRock, cutting an estimated $375K.

  • 6 institutional investors held iShares Energy Storage & Materials ETF (IBAT) as of Q2 2025, up from 4 in Q1 2025.
  • Funds reported $5M of iShares Energy Storage & Materials ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 2 funds opened new iShares Energy Storage & Materials ETF positions in Q2 2025 and 0 closed out, a net change of +2 holders.
  • The largest iShares Energy Storage & Materials ETF buyer in Q2 2025 was Flow Traders U.S., an estimated $239K added.
  • The largest iShares Energy Storage & Materials ETF seller in Q2 2025 was BlackRock, an estimated $375K sold.

Based on aggregated 13F filings for Q2 2025.