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iShares Global Energy ETF

288 hedge funds and large institutions have $998M invested in iShares Global Energy ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

18% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 106

58% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 45

92% less call options, than puts

Call options by funds: $228K | Put options by funds: $2.95M

Holders
288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$228K
Puts
$2.95M
Net Calls
Net Calls Change

Top Buyers

1 +$63.8M
2 +$8.83M
3 +$5.27M
4
Morgan Stanley
Morgan Stanley
New York
+$2.89M
5
LPL Financial
LPL Financial
California
+$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
WealthShield Partners
North Carolina
$25K
SFC
227
SYM Financial Corp
Indiana
$24.6K
OFG
228
Oxford Financial Group
Indiana
$24.2K
PA
229
Pineridge Advisors
Missouri
$23.9K
AA
230
Ancora Advisors
Ohio
$23.8K
BONH
231
Bank of New Hampshire
New Hampshire
$23.6K
NCM
232
Northwest Capital Management
Oregon
$22.2K
BC
233
Barrett & Company
Rhode Island
$20.9K
BIM
234
Breakwater Investment Management
Washington
$20.2K
BPAMU
235
BTG Pactual Asset Management US
New York
$19.2K
AF
236
Allworth Financial
California
$19K
PA
237
Parallel Advisors
California
$17.4K
SFFS
238
Stonehage Fleming Financial Services
Jersey
$17.2K
HHGA
239
Halbert Hargrove Global Advisors
California
$16.9K
NMG
240
New Millennium Group
Utah
$16.7K
MDA
241
Minot DeBlois Advisors
Massachusetts
$15.9K
SWIM
242
Smallwood Wealth Investment Management
New Jersey
$15.9K
RF
243
Rossby Financial
Florida
$15.3K
GSWM
244
Golden State Wealth Management
California
$14K
AC
245
AlphaCore Capital
California
$13.8K
SW
246
SoFi Wealth
California
$12.9K
CAWM
247
Capital A Wealth Management
Pennsylvania
$12.1K
ZBNA
248
Zions Bancorporation, National Association
Utah
$11.9K
GJIA
249
Glass Jacobson Investment Advisors
Maryland
$11.8K
FC
250
Fairscale Capital
New Hampshire
$9.81K