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iShares Global Energy ETF

318 hedge funds and large institutions have $1.02B invested in iShares Global Energy ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 144 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-56
Holders Change %
-14.97%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
57
Reduced
144
Closed
77
Calls
$1.45M
Puts
$29K
Net Calls
+$1.42M
Net Calls Change
-$182K
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
326
Buttonwood Financial Group
Missouri
-$1.57M -39,008 Closed
WSFG
327
Wall Street Financial Group
Illinois
-$1.33M -34,785 Closed
WWG
328
West Wealth Group
California
-$1.27M -33,134 Closed
MAM
329
Madison Asset Management
Wisconsin
-$1.08M -28,196 Closed
UW
330
Unique Wealth
Florida
-$1.02M -26,588 Closed
GS
331
GTS Securities
New York
-$994K -26,044 Closed
OC
332
Oppenheimer & Co
New York
-$876K -22,933 Closed
KCM
333
KM Capital Management
Texas
-$866K -22,687 Closed
GF
334
Gries Financial
Ohio
-$790K -20,704 Closed
CWP
335
Cyndeo Wealth Partners
Florida
-$716K -18,742 Closed
QWP
336
Quotient Wealth Partners
Texas
-$606K -15,872 Closed
CFGS
337
Concourse Financial Group Securities
Alabama
-$564K -13,935 Closed
OIA
338
OneDigital Investment Advisors
Kansas
-$486K -12,721 Closed
QPWM
339
Quadrant Private Wealth Management
Pennsylvania
-$403K -10,556 Closed
LWM
340
Liberty Wealth Management
California
-$393K -10,305 Closed
IWP
341
Insight Wealth Partners
Texas
-$381K -9,981 Closed
HGWM
342
Horst & Graben Wealth Management
Oregon
-$367K -9,619 Closed
OWA
343
One Wealth Advisors
California
-$361K -9,444 Closed
SWP
344
ShoreHaven Wealth Partners
New Jersey
-$354K -9,283 Closed
S
345
Sunpointe
Missouri
-$354K -9,269 Closed
Bank of New York Mellon
346
Bank of New York Mellon
New York
-$345K -9,033 Closed
BCI
347
Brinker Capital Investments
Pennsylvania
-$343K -8,988 Closed
OPS
348
Orion Portfolio Solutions
Nebraska
-$343K -8,988 Closed
KV
349
Kickstand Ventures
New York
-$340K -8,909 Closed
SFS
350
Security Financial Services
Indiana
-$331K -8,659 Closed