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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 %
TC
351
TownSquare Capital
Utah
-$297K -7,786 Closed
BEI
352
Benjamin Edwards Inc
Missouri
-$295K -7,740 Closed
EFG
353
Ehrlich Financial Group
California
-$291K -7,614 Closed
LWM
354
Laidlaw Wealth Management
New York
-$282K -7,399 Closed
FIA
355
Foundations Investment Advisors
Arizona
-$279K -7,300 Closed
APA
356
Astoria Portfolio Advisors
New York
-$276K -6,860 Closed
AWS
357
Atria Wealth Solutions
New York
-$253K -6,623 Closed
CWS
358
Cypress Wealth Services
California
-$249K -6,528 Closed
OWCM
359
One Wealth Capital Management
Arizona
-$236K -6,194 Closed
TI
360
Trexquant Investment
Connecticut
-$215K -5,642 Closed
TA
361
Townsend & Associates
Colorado
-$205K -4,992 Closed
RWS
362
Retirement Wealth Solutions
Wisconsin
-$130K -3,304 Closed
PWA
363
Principia Wealth Advisory
Texas
-$68.5K -1,795 Closed
SWC
364
Spectrum Wealth Counsel
Indiana
-$64.4K -1,687 Closed
OP
365
ORG Partners
Indiana
-$54.9K -1,437 Closed
CAWM
366
Capital A Wealth Management
Pennsylvania
-$39.8K -1,042 Closed
AWM
367
Avior Wealth Management
Nebraska
-$37.9K -992 Closed
GM
368
GeoWealth Management
Illinois
-$35K -916 Closed
VHAM
369
Van Hulzen Asset Management
California
-$31.1K -814 Closed
KBFS
370
Kohmann Bosshard Financial Services
Ohio
-$30.8K -807 Closed
FWM
371
FLP Wealth Management
Arkansas
-$23.1K -606 Closed
BOJHT
372
Bank of Jackson Hole Trust
Wyoming
-$14.2K -373 Closed
LI
373
LRI Investments
Florida
-$14.2K -371 Closed
LDB
374
Lee, Danner & Bass
Tennessee
-$8.36K -219 Closed
SAM
375
Synergy Asset Management
Washington
-$8.42K -208 Closed