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iShares Energy Storage & Materials ETF

20 hedge funds and large institutions have $12.5M invested in iShares Energy Storage & Materials ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

219% more capital invested

Capital invested by funds: $3.92M → $12.5M (+$8.58M)

150% more funds holding

Funds holding: 820 (+12)

5.25% less ownership

Funds ownership: 37.98%32.74% (-5.2%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
20
Holders Change
+12
Holders Change %
+150%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
1
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
1
Steward Partners Investment Advisory
New York
$2.58M +$2.5M +75,507 New
Jane Street
2
Jane Street
New York
$2.48M +$2.41M +72,641 New
MFPI
3
Midwest Financial Partners Investments
Minnesota
$1.88M +$67.8K +2,048 +4%
GCC
4
Guardian Capital (Canada)
Ontario, Canada
$1.67M -$285K -8,600 -15%
OMC
5
Old Mission Capital
Illinois
$971K +$943K +28,465 New
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$828K +$804K +24,261 New
Citadel Advisors
7
Citadel Advisors
Florida
$584K -$109K -3,294 -16%
AA
8
Advisory Alpha
Michigan
$267K +$260K +7,840 New
LA
9
LVW Advisors
New York
$267K +$259K +7,818 New
SA
10
Sanctuary Advisors
Indiana
$230K +$223K +6,738 New
4A
11
4Wealth Advisors
Illinois
$218K +$219K +6,614 New
Morgan Stanley
12
Morgan Stanley
New York
$197K +$192K +5,790 New
GWS
13
Glassman Wealth Services
Virginia
$154K +$150K +4,522 New
SS
14
Sunbelt Securities
Texas
$107K -$1.13K -34 -1%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$26.9K +$26.2K +790 New
MCM
16
Manchester Capital Management
Vermont
$17.7K
CA
17
CoreCap Advisors
Michigan
$13.8K +$13.4K +406 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11K
MCM
19
MAI Capital Management
Ohio
$1.5K
ASN
20
Advisory Services Network
Georgia
$989 +$961 +29 New
Bank of America
21
Bank of America
North Carolina
-$46.6K -1,625 Closed

IBAT Hedge Fund Activity: Q1 2026 in Review

20 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares Energy Storage & Materials ETF (IBAT) for Q1 2026, worth a combined $12.5M — up 219% from $3.92M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBAT positions and 1 closed out — a net gain of 12 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $2.5M. The largest seller was Guardian Capital (Canada), cutting an estimated $285K.

  • 20 institutional investors held iShares Energy Storage & Materials ETF (IBAT) as of Q1 2026, up from 8 in Q4 2025.
  • Funds reported $12.5M of iShares Energy Storage & Materials ETF stock for Q1 2026, up 219% quarter-over-quarter.
  • 13 funds opened new iShares Energy Storage & Materials ETF positions in Q1 2026 and 1 closed out, a net change of +12 holders.
  • The largest iShares Energy Storage & Materials ETF buyer in Q1 2026 was Steward Partners Investment Advisory, an estimated $2.5M added.
  • The largest iShares Energy Storage & Materials ETF seller in Q1 2026 was Guardian Capital (Canada), an estimated $285K sold.

Based on aggregated 13F filings for Q1 2026.