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iShares Global Energy ETF

279 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, 59 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 94

Holders
279
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
CWP
201
Concord Wealth Partners
Virginia
$50.4K
IWM
202
IMG Wealth Management
Florida
$43.3K
PTC
203
Private Trust Company
Ohio
$41.8K
Bank Julius Baer & Co
204
Bank Julius Baer & Co
Switzerland
$41.8K
FFO
205
Fortitude Family Office
Arizona
$39.8K
ASN
206
Advisory Services Network
Georgia
$37.7K
IF
207
Integrity Financial
Wyoming
$31.5K
GIM
208
Glenmede Investment Management
Pennsylvania
$31.3K
NFSG
209
Newbridge Financial Services Group
Florida
$31.1K
POIA
210
Pin Oak Investment Advisors
Texas
$30.5K
EWA
211
EverSource Wealth Advisors
Alabama
$28.3K
HIA
212
Harbor Investment Advisory
Maryland
$26.6K
SFC
213
SYM Financial Corp
Indiana
$26.2K
OFG
214
Oxford Financial Group
Indiana
$25.8K
WP
215
WealthShield Partners
North Carolina
$25.6K
PA
216
Pineridge Advisors
Missouri
$25.4K
BONH
217
Bank of New Hampshire
New Hampshire
$25.1K
NCM
218
Northwest Capital Management
Oregon
$23.6K
BC
219
Barrett & Company
Rhode Island
$22.2K
AA
220
Ancora Advisors
Ohio
$21.9K
RFP
221
Root Financial Partners
California
$21.9K
KFPC
222
KERR FINANCIAL PLANNING Corp
California
$21.7K
BPAMU
223
BTG Pactual Asset Management US
New York
$19.2K
PA
224
Parallel Advisors
California
$18.5K
SFFS
225
Stonehage Fleming Financial Services
Jersey
$18.2K