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iShares Global Energy ETF

281 hedge funds and large institutions have $1.09B invested in iShares Global Energy ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 95

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$722K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$6.13M
2 -$5.27M
3 -$3.62M
4
UBS Group
UBS Group
Switzerland
-$3.07M
5
QC
Quadrature Capital
United Kingdom
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
251
Physician Wealth Advisors
Utah
$6.72K
OWP
252
ORG Wealth Partners
Texas
$6.35K
KA
253
Kozak & Associates
Colorado
$6.11K
AW
254
Avion Wealth
Texas
$6K
BIM
255
Breakwater Investment Management
Washington
$5.76K
FCMT
256
Founders Capital Management (Texas)
Texas
$5.51K
RPCA
257
Running Point Capital Advisors
California
$5.01K
JWA
258
JFS Wealth Advisors
Pennsylvania
$4.8K
YDMI
259
Y.D. More Investments
Israel
$4.8K
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$4.47K
GWSG
261
GPS Wealth Strategies Group
Colorado
$3.2K
BWL
262
Bogart Wealth LLC
Virginia
$3.05K
EWM
263
Evolution Wealth Management
Florida
$2.25K
PGAM
264
Princeton Global Asset Management
New Jersey
$2.21K
GTAM
265
Global Trust Asset Management
Florida
$2.19K
PFM
266
Phillips Financial Management
Indiana
$2.08K
TRCT
267
Tower Research Capital (TRC)
New York
$1.75K
BNP Paribas Financial Markets
268
BNP Paribas Financial Markets
France
$1.67K
FGAM
269
Financial Gravity Asset Management
Texas
$1.29K
LFA
270
LGT Financial Advisors
Texas
$1.21K
PIS
271
POM Investment Strategies
North Carolina
$1.21K
HBW
272
Hazlett, Burt & Watson
West Virginia
$1K
CTC
273
Central Trust Company
Missouri
$961
GWP
274
Gen-Wealth Partners
Michigan
$668
CFD
275
Creative Financial Designs
Indiana
$626