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iShares Global Energy ETF

296 hedge funds and large institutions have $1.16B invested in iShares Global Energy ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

55% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $1.09B → $1.16B (+$77M)

5% more funds holding

Funds holding: 283296 (+13)

3.03% more ownership

Funds ownership: 58.02%61.05% (+3%)

6% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 88

Holders
296
Holders Change
+13
Holders Change %
+4.59%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
51
Increased
83
Reduced
88
Closed
33
Calls
$725K
Puts
Net Calls
+$725K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$26.2K -$2.27K -54 -8%
OFG
227
Oxford Financial Group
Indiana
$25.9K
BONH
228
Bank of New Hampshire
New Hampshire
$25.2K
MCM
229
Manchester Capital Management
Vermont
$25.2K +$16.8K +400 +200%
IA
230
IFP Advisors
Florida
$24.7K
RFP
231
Root Financial Partners
California
$24.3K +$2.27K +54 +10%
KFP
232
Kerr Financial Planning
California
$24K
AA
233
Ancora Advisors
Ohio
$23.9K +$1.89K +45 +9%
BC
234
Barrett & Company
Rhode Island
$22.8K +$462 +11 +2%
WP
235
WealthShield Partners
North Carolina
$21.4K -$4.33K -103 -17%
SFC
236
SYM Financial Corp
Indiana
$19.9K -$6.38K -152 -24%
IF
237
Integrity Financial
Wyoming
$19.6K -$12K -286 -38%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$18.9K +$7.6K +181 +67%
SFFS
239
Stonehage Fleming Financial Services
Jersey
$18.3K
HHGA
240
Halbert Hargrove Global Advisors
California
$18K
PA
241
Parallel Advisors
California
$17.4K -$1.26K -30 -7%
SWIM
242
Smallwood Wealth Investment Management
New Jersey
$16.8K -$168 -4 -1%
GFA
243
Godfrey Financial Associates
New York
$15.9K +$16K +380 New
MDA
244
Minot DeBlois Advisors
Massachusetts
$14.7K
CF
245
Collier Financial
Colorado
$14.4K -$1.26K -30 -8%
VR
246
Vision Retirement
New Jersey
$14.3K +$14.4K +342 New
LFG
247
Larson Financial Group
Missouri
$13K +$168 +4 +1%
GSWM
248
Golden State Wealth Management
California
$12.8K +$252 +6 +2%
ZBNA
249
Zions Bancorporation, National Association
Utah
$12.7K
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$12.6K