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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
CL
151
Choreo LLC
Illinois
$289K -$90.1K -2,146 -24%
IC
152
IEQ Capital
California
$284K
BWS
153
BFI Wealth Solutions
Texas
$277K +$278K +6,612 New
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$273K +$18.3K +435 +7%
AFG
155
ABLE Financial Group
Arizona
$272K +$272K +6,479 New
PA
156
ProCore Advisors
California
$269K +$270K +6,417 New
IWM
157
IHT Wealth Management
Illinois
$267K -$16K -381 -6%
WMP
158
Wealth Management Partners
Arizona
$258K
Mackenzie Financial
159
Mackenzie Financial
Ontario, Canada
$252K +$252K +5,997 New
DT
160
Diversified Trust
Tennessee
$249K
MA
161
MBA Advisors
Pennsylvania
$242K
Baird Financial Group
162
Baird Financial Group
Wisconsin
$237K -$3.53K -84 -1%
WPC
163
Wedmont Private Capital
Pennsylvania
$236K +$1.18K +28 +0.5%
SAG
164
SageView Advisory Group
California
$235K
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$235K
MA
166
Mutual Advisors
Nebraska
$233K -$10.2K -243 -4%
1IA
167
1834 Investment Advisors
Wisconsin
$230K -$26.1K -622 -10%
CPL
168
Corecam Pte Ltd
$227K +$228K +5,420 New
GAM
169
Gotham Asset Management
New York
$224K
APP
170
Avantax Planning Partners
Iowa
$224K +$1.05K +25 +0.5%
PWM
171
Pines Wealth Management
North Carolina
$223K +$12.2K +291 +6%
TA
172
Townsend & Associates
Colorado
$220K
MC
173
Moors & Cabot
Massachusetts
$219K -$12.8K -305 -6%
SIC
174
Salem Investment Counselors
North Carolina
$214K
BFA
175
Bright Financial Advisors
Michigan
$210K