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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.02M +$131K +3,128 +7%
Wealthfront Advisers
52
Wealthfront Advisers
California
$1.93M +$425K +10,119 +28%
PWMAG
53
Pinnacle Wealth Management Advisory Group
New Jersey
$1.82M -$14.7K -350 -0.8%
WA
54
Waverly Advisors
Alabama
$1.78M -$80.9K -1,927 -4%
TWC
55
TD Waterhouse Canada
Ontario, Canada
$1.68M +$3.86K +92 +0.2%
MYIA
56
Mount Yale Investment Advisors
Colorado
$1.62M +$468K +11,154 +40%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$1.62M +$1.63M +38,731 New
Creative Planning
58
Creative Planning
Kansas
$1.62M -$310K -7,372 -16%
BS
59
Banco Santander
Spain
$1.6M +$188K +4,469 +13%
KAS
60
Kestra Advisory Services
Texas
$1.51M +$22.6K +537 +2%
HighTower Advisors
61
HighTower Advisors
Illinois
$1.48M +$305K +7,271 +26%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$1.35M
Vontobel Holding
63
Vontobel Holding
Switzerland
$1.26M
MWM
64
Modern Wealth Management
Kansas
$1.2M -$755K -17,975 -39%
IA
65
Icon Advisers
Colorado
$1.17M +$1.18M +28,000 New
CW
66
CreativeOne Wealth
Kansas
$1.17M +$134K +3,179 +13%
JIR
67
James Investment Research
Ohio
$1.16M -$2.48K -59 -0.2%
ACA
68
Aptus Capital Advisors
Alabama
$1.13M +$22.5K +535 +2%
IWC
69
Integrated Wealth Concepts
Massachusetts
$1.1M -$133K -3,172 -11%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$1.09M +$924 +22 +0.1%
Renaissance Technologies
71
Renaissance Technologies
New York
$1.09M -$475K -11,300 -30%
Jane Street
72
Jane Street
New York
$1.08M +$1.08M +25,671 New
CTA
73
Chesley Taft & Associates
Illinois
$1.08M +$176K +4,180 +19%
AF
74
Affiance Financial
Minnesota
$1.04M +$798 +19 +0.1%
PAS
75
Park Avenue Securities
New York
$1.03M -$281K -6,682 -21%