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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
BEAM
126
Baker Ellis Asset Management
Washington
$358K
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$356K
FHC
128
First Heartland Consultants
Missouri
$351K
IA
129
IFG Advisory
Georgia
$350K
JFG
130
Jefferies Financial Group
New York
$350K
SI
131
Stephens Inc
Arkansas
$334K
SPIA
132
Steward Partners Investment Advisory
New York
$320K
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$317K
IAN
134
Integrated Advisors Network
Texas
$305K
Truist Financial
135
Truist Financial
North Carolina
$294K
MFIM
136
Mesirow Financial Investment Management
Illinois
$291K
IC
137
IEQ Capital
California
$283K
SA
138
Sovran Advisors
California
$282K
IWM
139
IHT Wealth Management
Illinois
$282K
Bessemer Group
140
Bessemer Group
New Jersey
$276K
LIA
141
Lynx Investment Advisory
District of Columbia
$274K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$265K
First Manhattan
143
First Manhattan
New York
$263K
WMP
144
Wealth Management Partners
Arizona
$257K
1IA
145
1834 Investment Advisors
Wisconsin
$255K
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$254K
BBWP
147
Beacon Bridge Wealth Partners
Pennsylvania
$249K
DT
148
Diversified Trust
Tennessee
$248K
Kovitz Investment Group Partners
149
Kovitz Investment Group Partners
Illinois
$243K
MA
150
Mutual Advisors
Nebraska
$243K