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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
AIM
176
Anchor Investment Management
South Carolina
$206K -$1.6K -38 -0.8%
LA
177
Legacy Advisors
Pennsylvania
$206K
SQA
178
Simon Quick Advisors
New Jersey
$206K +$4.16K +99 +2%
PWA
179
Provenance Wealth Advisors
Florida
$203K -$27.5K -655 -12%
GRP
180
Global Retirement Partners
California
$198K +$28.8K +686 +17%
AAP
181
Arax Advisory Partners
Colorado
$198K +$198K +4,712 New
MEG
182
Millstone Evans Group
Colorado
$190K
SS
183
SBI Securities
Japan
$182K -$2.35K -56 -1%
William Blair & Company
184
William Blair & Company
Illinois
$181K
US Bancorp
185
US Bancorp
Minnesota
$177K +$7.64K +182 +4%
SWM
186
Spire Wealth Management
Virginia
$166K -$168 -4 -0.1%
HNB
187
Huntington National Bank
Ohio
$165K
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$138K -$882 -21 -0.6%
PWM
189
Provident Wealth Management
Tennessee
$105K
BCWM
190
Bartlett & Co Wealth Management
Ohio
$96.6K -$48.3K -1,150 -33%
MHR
191
Matthew Hamilton Rosenberg
$95.9K -$3.49K -83 -4%
AWM
192
AE Wealth Management
Kansas
$93.8K -$8.65K -206 -8%
AAMA
193
Advanced Asset Management Advisors
Ohio
$92.3K +$92.5K +2,202 New
SIS
194
Sound Income Strategies
Florida
$91.5K +$16.8K +400 +24%
KG
195
Kilter Group
New York
$79.6K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$78.4K -$35.8K -852 -31%
TCM
197
Triumph Capital Management
Colorado
$77K +$77.1K +1,836 New
AF
198
Allworth Financial
California
$73.3K -$5.71K -136 -7%
CFP
199
Comprehensive Financial Planning
Pennsylvania
$68.6K +$714 +17 +1%
Comerica Bank
200
Comerica Bank
Texas
$67.3K -$5.84K -139 -8%