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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
PCP
76
Proficio Capital Partners
Massachusetts
$1M +$1M +23,870 New
RG
77
Rathbones Group
United Kingdom
$995K +$113K +2,700 +13%
PCA
78
Prosperity Capital Advisors
Ohio
$983K -$11.5K -273 -1%
JSSH
79
J. Safra Sarasin Holding
$953K +$954K +22,727 New
WPW
80
Watershed Private Wealth
Illinois
$928K -$1.09K -26 -0.1%
DCU
81
Dara Capital US
Florida
$925K +$926K +22,050 New
USCWA
82
U.S. Capital Wealth Advisors
Texas
$913K -$1.85K -44 -0.2%
CC
83
Climber Capital
Switzerland
$910K +$903K +21,498 New
SCM
84
SCS Capital Management
Massachusetts
$897K -$524K -12,475 -37%
MCM
85
MAI Capital Management
Ohio
$897K -$1.76K -42 -0.2%
SSA
86
SSA Swiss Advisors
$888K -$2.31K -55 -0.3%
VPF
87
Vantage Point Financial
Illinois
$874K -$18.3K -436 -2%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$864K +$195K +4,651 +29%
JSAM
89
J. Safra Asset Management
New York
$845K
BCI
90
Brinker Capital Investments
Pennsylvania
$784K +$785K +18,700 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$771K +$161K +3,831 +26%
FP
92
Fiduciary Planning
Florida
$751K -$21.5K -512 -3%
AWM
93
Axxcess Wealth Management
California
$716K +$77.5K +1,845 +12%
VAM
94
Verity Asset Management
North Carolina
$699K +$246K +5,846 +54%
AFM
95
Abbot Financial Management
Massachusetts
$693K -$167K -3,975 -19%
GWANC
96
Guardian Wealth Advisors (North Carolina)
North Carolina
$675K
PAG
97
Private Advisor Group
New Jersey
$667K +$210K +4,994 +46%
IPAM
98
ICICI Prudential Asset Management
India
$661K
FFA
99
Farther Finance Advisors
California
$642K +$112K +2,665 +21%
KPWS
100
Kestra Private Wealth Services
Texas
$639K -$33.1K -788 -5%