iShares Energy Storage & Materials ETF
IBAT
6 hedge funds and large institutions have $7.65M invested in iShares Energy Storage & Materials ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 3 closing their positions.
53% more capital invested
Capital invested by funds: $5M → $7.65M (+$2.64M)
15.55% more ownership
Funds ownership: 81.15% → 96.7% (+16%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 3 | 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 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$1.47M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$569K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$612K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$252K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$43.1K |
| 4 |
BFP
Briaud Financial Planning
College Station,
Texas
|
-$12K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$814 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $5.15M | -$612K | -24,500 | -12% |
|
|
GCC
2
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $1.66M | +$1.47M | +58,900 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $644K | +$569K | +22,817 | New |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $181K | -$43.1K | -1,728 | -21% |
|
|
5
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.99K | +$2.65K | +106 | New |
|
|
MCM
6
MAI Capital Management
Independence,
Ohio
| $1.24K | – | – | – |
|
|
FTUS
7
Flow Traders U.S.
New York
| – | -$252K | -11,456 | Closed |
|
|
BFP
8
Briaud Financial Planning
College Station,
Texas
| – | -$12K | -555 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$814 | -37 | Closed |
|
IBAT Hedge Fund Activity: Q3 2025 in Review
6 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Energy Storage & Materials ETF (IBAT) for Q3 2025, worth a combined $7.65M — up 53% from $5M a quarter earlier.
Fund positioning in IBAT was balanced in Q3 2025: 3 funds opened new positions, 3 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Guardian Capital (Canada), opening a new position worth an estimated $1.47M. The largest seller was BlackRock, cutting an estimated $612K.
- 6 institutional investors held iShares Energy Storage & Materials ETF (IBAT) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $7.65M of iShares Energy Storage & Materials ETF stock for Q3 2025, up 53% quarter-over-quarter.
- 3 funds opened new iShares Energy Storage & Materials ETF positions in Q3 2025 and 3 closed out, a net change of 0 holders.
- The largest iShares Energy Storage & Materials ETF buyer in Q3 2025 was Guardian Capital (Canada), an estimated $1.47M added.
- The largest iShares Energy Storage & Materials ETF seller in Q3 2025 was BlackRock, an estimated $612K sold.
Based on aggregated 13F filings for Q3 2025.