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iShares Global Energy ETF

342 hedge funds and large institutions have $1.66B invested in iShares Global Energy ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

16% more funds holding

Funds holding: 296342 (+46)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

2.45% less ownership

Funds ownership: 61.05%58.59% (-2.5%)

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22M
Puts
$380K
Net Calls
Net Calls Change

Top Buyers

1 +$233M
2 +$165M
3 +$92.3M
4
Morgan Stanley
Morgan Stanley
New York
+$55.6M
5
DZ Bank
DZ Bank
Germany
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
51
Sierra Summit Advisors
Nevada
$4.05M
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$3.95M
Wealthfront Advisers
53
Wealthfront Advisers
California
$3.91M
AIS
54
Advocate Investing Services
Maryland
$3.64M
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.52M
AFG
56
ABLE Financial Group
Arizona
$3.28M
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$3.01M
ST
58
Sentinel Trust
Texas
$3.01M
JP Morgan Chase
59
JP Morgan Chase
New York
$2.89M
Corient Private Wealth
60
Corient Private Wealth
Florida
$2.79M
MYIA
61
Mount Yale Investment Advisors
Colorado
$2.59M
PWMAG
62
Pinnacle Wealth Management Advisory Group
New Jersey
$2.53M
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$2.51M
SS
64
SBI Securities
Japan
$2.43M
DWM
65
Dakota Wealth Management
Florida
$2.37M
SPIA
66
Steward Partners Investment Advisory
New York
$2.3M
VAS
67
Vestmark Advisory Solutions
Massachusetts
$2.29M
WA
68
Waverly Advisors
Alabama
$2.25M
KAS
69
Kestra Advisory Services
Texas
$2.23M
TWC
70
TD Waterhouse Canada
Ontario, Canada
$2.17M
AFP
71
Alpha Financial Partners
Kentucky
$2.16M
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$2.07M
EH
73
Equitable Holdings
New York
$1.97M
PA
74
PSI Advisors
Florida
$1.93M
Creative Planning
75
Creative Planning
Kansas
$1.91M