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iShares Global Energy ETF

288 hedge funds and large institutions have $998M invested in iShares Global Energy ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 45 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:

18% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 106

56% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 45

92% less call options, than puts

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

Holders
288
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
CW
76
CreativeOne Wealth
Kansas
$868K
SSA
77
SSA Swiss Advisors
$849K
CC
78
Climber Capital
Switzerland
$838K
VPF
79
Vantage Point Financial
Illinois
$836K
CTA
80
Chesley Taft & Associates
Illinois
$802K
MCM
81
MAI Capital Management
Ohio
$792K
AFM
82
Abbot Financial Management
Massachusetts
$775K
WWM
83
Western Wealth Management
Colorado
$764K
KPWS
84
Kestra Private Wealth Services
Texas
$727K
RG
85
Rathbones Group
United Kingdom
$704K
FP
86
Fiduciary Planning
Florida
$700K
Cerity Partners
87
Cerity Partners
New York
$680K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$661K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$650K
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$633K
IPAM
91
ICICI Prudential Asset Management
India
$619K
AWM
92
Axxcess Wealth Management
California
$599K
WMA
93
Wealth Management Associates
New Jersey
$572K
SC
94
Scotia Capital
Ontario, Canada
$568K
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$563K
APW
96
Atlantic Private Wealth
North Carolina
$556K
GWM
97
Geneos Wealth Management
Colorado
$550K
BWM
98
BCO Wealth Management
New Mexico
$542K
FFA
99
Farther Finance Advisors
California
$534K
KA
100
Kovack Advisors
Florida
$532K