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iShares Global Energy ETF

286 hedge funds and large institutions have $997M invested in iShares Global Energy ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 106 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 106

59% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 46

92% less call options, than puts

Call options by funds: $228K | Put options by funds: $2.95M

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$228K
Puts
$2.95M
Net Calls
Net Calls Change

Top Buyers

1 +$63.8M
2 +$8.83M
3 +$5.27M
4
Morgan Stanley
Morgan Stanley
New York
+$2.89M
5
LPL Financial
LPL Financial
California
+$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.9M
Creative Planning
52
Creative Planning
Kansas
$1.83M
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.78M
TWC
54
TD Waterhouse Canada
Ontario, Canada
$1.61M
PWMAG
55
Pinnacle Wealth Management Advisory Group
New Jersey
$1.58M
CWM
56
Congress Wealth Management
Massachusetts
$1.49M
GIA
57
Gladstone Institutional Advisory
Florida
$1.43M
SCM
58
SCS Capital Management
Massachusetts
$1.38M
BS
59
Banco Santander
Spain
$1.37M
HighTower Advisors
60
HighTower Advisors
Illinois
$1.35M
PAS
61
Park Avenue Securities
New York
$1.33M
KAS
62
Kestra Advisory Services
Texas
$1.32M
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.27M
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$1.26M
Wealthfront Advisers
65
Wealthfront Advisers
California
$1.19M
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.18M
Vontobel Holding
67
Vontobel Holding
Switzerland
$1.18M
Corient Private Wealth
68
Corient Private Wealth
Florida
$1.12M
JIR
69
James Investment Research
Ohio
$1.12M
MML Investors Services
70
MML Investors Services
Massachusetts
$1.09M
ACA
71
Aptus Capital Advisors
Alabama
$1.04M
WPW
72
Watershed Private Wealth
Illinois
$1.01M
AF
73
Affiance Financial
Minnesota
$972K
USCWA
74
U.S. Capital Wealth Advisors
Texas
$905K
CW
75
CreativeOne Wealth
Kansas
$868K