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iShares Global Energy ETF

281 hedge funds and large institutions have $1.09B invested in iShares Global Energy ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 94

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$722K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$6.13M
2 -$5.27M
3 -$3.62M
4
UBS Group
UBS Group
Switzerland
-$3.07M
5
QC
Quadrature Capital
United Kingdom
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
VPF
76
Vantage Point Financial
Illinois
$889K
RG
77
Rathbones Group
United Kingdom
$878K
AFM
78
Abbot Financial Management
Massachusetts
$856K
JSAM
79
J. Safra Asset Management
New York
$842K
Corient Private Wealth
80
Corient Private Wealth
Florida
$828K
WWM
81
Western Wealth Management
Colorado
$798K
FP
82
Fiduciary Planning
Florida
$769K
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$700K
GWANC
84
Guardian Wealth Advisors (North Carolina)
North Carolina
$672K
KPWS
85
Kestra Private Wealth Services
Texas
$670K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$667K
IPAM
87
ICICI Prudential Asset Management
India
$659K
AWM
88
Axxcess Wealth Management
California
$636K
CSS
89
Cubist Systematic Strategies
Connecticut
$629K
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$608K
WMA
91
Wealth Management Associates
New Jersey
$608K
MML Investors Services
92
MML Investors Services
Massachusetts
$605K
BWM
93
BCO Wealth Management
New Mexico
$576K
KA
94
Kovack Advisors
Florida
$565K
GWM
95
Geneos Wealth Management
Colorado
$564K
UBP
96
Union Bancaire Privee
Switzerland
$561K
IFS
97
Ifrah Financial Services
Arkansas
$558K
AAM
98
Ameraudi Asset Management
New York
$543K
SC
99
Scotia Capital
Ontario, Canada
$541K
FFA
100
Farther Finance Advisors
California
$528K