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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
WWM
101
Western Wealth Management
Colorado
$615K -$187K -4,454 -23%
WMA
102
Wealth Management Associates
New Jersey
$612K +$1.47K +35 +0.2%
MML Investors Services
103
MML Investors Services
Massachusetts
$595K -$12.9K -308 -2%
Point72 Asset Management
104
Point72 Asset Management
Connecticut
$586K +$587K +13,975 New
BWM
105
BCO Wealth Management
New Mexico
$579K
CAM
106
Cresset Asset Management
Illinois
$578K +$102K +2,418 +21%
KA
107
Kovack Advisors
Florida
$573K +$5.08K +121 +0.9%
GWM
108
Geneos Wealth Management
Colorado
$566K
SFS
109
Sowell Financial Services
Arkansas
$555K +$317K +7,552 +133%
UBP
110
Union Bancaire Privee
Switzerland
$550K
IFS
111
Ifrah Financial Services
Arkansas
$545K -$15.3K -364 -3%
AAM
112
Ameraudi Asset Management
New York
$545K
SC
113
Scotia Capital
Ontario, Canada
$543K
Cerity Partners
114
Cerity Partners
New York
$533K +$8.32K +198 +2%
LIA
115
Lynx Investment Advisory
District of Columbia
$514K +$239K +5,681 +86%
WCFA
116
Walkner Condon Financial Advisors
Wisconsin
$509K +$21.6K +514 +4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$486K -$21.6K -514 -4%
FSA
118
Fort Sheridan Advisors
Illinois
$474K -$5.96K -142 -1%
PWM
119
Partners Wealth Management
California
$471K
Wellington Management Group
120
Wellington Management Group
Massachusetts
$456K +$228K +5,430 +100%
Bessemer Group
121
Bessemer Group
New Jersey
$455K +$179K +4,252 +64%
Citigroup
122
Citigroup
New York
$448K -$75.2K -1,791 -14%
NA
123
NewEdge Advisors
Louisiana
$442K -$32K -762 -7%
CA
124
Centerpoint Advisors
Massachusetts
$438K +$1.55K +37 +0.4%
EHC
125
Everett Harris & Co
California
$419K