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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
TFA
251
Transamerica Financial Advisors
Florida
$12.6K +$12.6K +300 New
FHA
252
Flagship Harbor Advisors
Massachusetts
$11.7K +$11.8K +280 New
BlackRock
253
BlackRock
New York
$10.4K
FRA
254
Front Row Advisors
California
$10.4K
GI
255
GAMMA Investing
California
$10.1K
EWM
256
Evermay Wealth Management
Virginia
$9.9K +$9.91K +236 New
SN
257
Sittner & Nelson
Oregon
$9.44K
RIAS
258
Rachor Investment Advisory Services
Michigan
$9.1K +$9.11K +217 New
SA
259
Seneschal Advisors
Washington
$8.39K
PP
260
Pacifica Partners
Canada
$7.94K +$126 +3 +2%
PWA
261
Physician Wealth Advisors
Utah
$7.1K +$336 +8 +5%
OWP
262
ORG Wealth Partners
Texas
$6.37K
AF
263
Advisornet Financial
Minnesota
$6.33K -$462 -11 -7%
AW
264
Avion Wealth
Texas
$6K
RPCA
265
Running Point Capital Advisors
California
$5.98K +$966 +23 +19%
BIM
266
Breakwater Investment Management
Washington
$5.79K
CRI
267
Commonwealth Retirement Investments
Virginia
$5.66K +$5.67K +135 New
PIS
268
POM Investment Strategies
North Carolina
$5.56K +$4.37K +104 +359%
FCMT
269
Founders Capital Management (Texas)
Texas
$5.54K
Allspring Global Investments
270
Allspring Global Investments
North Carolina
$4.96K +$4.83K +115 New
YDMI
271
Y.D. More Investments
Israel
$4.82K
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$4.49K
RF
273
Rossby Financial
Florida
$4.4K -$11.9K -284 -73%
QWM
274
Quaker Wealth Management
New Jersey
$4.36K +$4.37K +104 New
BWL
275
Bogart Wealth LLC
Virginia
$3.06K