iShares Energy Storage & Materials ETF
IBAT
8 hedge funds and large institutions have $3.92M invested in iShares Energy Storage & Materials ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
49% less capital invested
Capital invested by funds: $7.65M → $3.92M (-$3.73M)
58.72% less ownership
Funds ownership: 96.7% → 37.98% (-59%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$48.8K |
| 2 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
+$15.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$5.15M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$97.1K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$72.6K |
| 4 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
-$36.1K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCC
1
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $1.65M | -$36.1K | -1,200 | -2% |
|
|
MFPI
2
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| $1.52M | +$1.59M | +52,977 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $585K | -$72.6K | -2,416 | -11% |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $90.8K | -$97.1K | -3,232 | -51% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $46.6K | +$48.8K | +1,625 | New |
|
|
MCM
6
Manchester Capital Management
Manchester,
Vermont
| $14.9K | +$15.6K | +520 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$9.32K | +310 | New |
|
|
MCM
8
MAI Capital Management
Independence,
Ohio
| $1.26K | – | – | – |
|
|
9
BlackRock
New York
| – | -$5.15M | -182,500 | Closed |
|
|
10
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.99K | -106 | Closed |
|
IBAT Hedge Fund Activity: Q4 2025 in Review
8 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Energy Storage & Materials ETF (IBAT) for Q4 2025, worth a combined $3.92M — down 49% from $7.65M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBAT positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $48.8K. The largest seller was BlackRock, exiting entirely with an estimated $5.15M sold.
- 8 institutional investors held iShares Energy Storage & Materials ETF (IBAT) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $3.92M of iShares Energy Storage & Materials ETF stock for Q4 2025, down 49% quarter-over-quarter.
- 4 funds opened new iShares Energy Storage & Materials ETF positions in Q4 2025 and 2 closed out, a net change of +2 holders.
- The largest iShares Energy Storage & Materials ETF buyer in Q4 2025 was Bank of America, an estimated $48.8K added.
- The largest iShares Energy Storage & Materials ETF seller in Q4 2025 was BlackRock, an estimated $5.15M sold.
Based on aggregated 13F filings for Q4 2025.