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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
MPW
101
MA Private Wealth
California
$524K
UBP
102
Union Bancaire Privee
Switzerland
$514K
AAM
103
Ameraudi Asset Management
New York
$511K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$500K
Citigroup
105
Citigroup
New York
$489K
CFG
106
Citizens Financial Group
Rhode Island
$479K
PWM
107
Partners Wealth Management
California
$474K
SWIG
108
Strategic Wealth Investment Group
Kentucky
$474K
Wellington Management Group
109
Wellington Management Group
Massachusetts
$471K
SB
110
Strategic Blueprint
Georgia
$464K
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$463K
NA
112
NewEdge Advisors
Louisiana
$458K
FSA
113
Fort Sheridan Advisors
Illinois
$449K
BEAM
114
Baker Ellis Asset Management
Washington
$443K
QCM
115
Quantinno Capital Management
New York
$418K
CA
116
Centerpoint Advisors
Massachusetts
$409K
FFS
117
Founders Financial Securities
Maryland
$396K
CL
118
Choreo LLC
Illinois
$393K
EHC
119
Everett Harris & Co
California
$393K
DA
120
Detalus Advisors
Missouri
$388K
TSS
121
Two Sigma Securities
New York
$370K
CA
122
CoreCap Advisors
Michigan
$368K
BJL
123
Brighton Jones LLC
Washington
$365K
MPW
124
MGO Private Wealth
California
$347K
EWA
125
Evolution Wealth Advisors
Florida
$334K