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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
CFB
26
Cullen/Frost Bankers
Texas
$4.72M +$4.7K +112 +0.1%
G
27
GenTrust
Florida
$4.56M -$85.9K -2,045 -2%
AIC
28
Ayalon Insurance Company
Israel
$4.51M
Stifel Financial
29
Stifel Financial
Missouri
$4.23M -$61.1K -1,454 -1%
BPA
30
Beacon Pointe Advisors
California
$4.08M +$4.09M +97,371 New
PA
31
Pinnacle Associates
New York
$3.98M +$21K +500 +0.5%
Corient Private Wealth
32
Corient Private Wealth
Florida
$3.76M +$2.94M +69,956 +353%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$3.74M -$94.9K -2,260 -2%
NMCM
34
Nicholson Meyer Capital Management
Missouri
$3.72M -$216K -5,145 -5%
C1AG
35
Client 1st Advisory Group
Florida
$3.71M +$593K +14,127 +19%
PCH
36
PGIM Custom Harvest
New Jersey
$3.48M -$318K -7,567 -8%
NS
37
Northland Securities
Minnesota
$3.11M +$3.12M +74,248 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.89M -$551K -13,121 -16%
SSA
39
Sierra Summit Advisors
Nevada
$2.82M +$63.9K +1,522 +2%
EH
40
Equitable Holdings
New York
$2.79M -$1.6M -38,185 -36%
AIS
41
Advocate Investing Services
Maryland
$2.66M +$2.66M +63,378 New
CA
42
Clune & Associates
Illinois
$2.62M +$397K +9,454 +18%
PP
43
Prudential plc
United Kingdom
$2.49M +$143K +3,400 +6%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$2.45M +$145K +3,449 +6%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$2.44M +$2.44M +58,214 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$2.4M +$89.5K +2,130 +4%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.3M +$320K +7,619 +16%
DWM
48
Dakota Wealth Management
Florida
$2.24M -$15.5K -368 -0.7%
ST
49
Sentinel Trust
Texas
$2.19M
GIA
50
Gladstone Institutional Advisory
Florida
$2.04M +$255K +6,075 +14%