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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
EPIME
201
Evelyn Partners Investment Management (Europe)
$67.3K
PIA
202
Powell Investment Advisors
Florida
$61.3K +$1.26K +30 +2%
LAM
203
LOM Asset Management
$60K
BTI
204
Blue Trust Inc
Georgia
$56.9K -$19.3K -460 -25%
HI
205
Harbour Investments
Wisconsin
$56.3K -$168 -4 -0.3%
WAS
206
Winch Advisory Services
Wisconsin
$54.9K
QA
207
Quattro Advisors
Pennsylvania
$53.9K +$54K +1,285 New
GEA
208
Glen Eagle Advisors
New Jersey
$51.9K -$1.89K -45 -4%
NSG
209
Nalls Sherbakoff Group
Tennessee
$50.7K
PB
210
Pinnacle Bancorp
Nebraska
$47.9K -$3.32K -79 -6%
IWM
211
IMG Wealth Management
Florida
$43.4K
PAM
212
Parvin Asset Management
South Dakota
$41.9K +$42K +1,000 New
Bank Julius Baer & Co
213
Bank Julius Baer & Co
Switzerland
$41.9K
CWP
214
Concord Wealth Partners
Virginia
$40.8K -$9.74K -232 -19%
FFO
215
Fortitude Family Office
Arizona
$40.8K +$840 +20 +2%
ECA
216
Elevated Capital Advisors
Utah
$40.8K +$40.8K +972 New
POIA
217
Pin Oak Investment Advisors
Texas
$36K
DF
218
Dunhill Financial
United Kingdom
$35.3K +$35.4K +842 New
NFSG
219
Newbridge Financial Services Group
Florida
$31.9K +$672 +16 +2%
GT
220
Glenmede Trust
Pennsylvania
$31.4K +$31.5K +750 New
AC
221
AlphaCore Capital
California
$30.8K +$16.1K +384 +110%
CA
222
Clearstead Advisors
Ohio
$30.5K +$30.6K +728 New
TSMHT
223
Thurston Springer Miller Herd & Titak
Indiana
$30.4K +$30.4K +725 New
Group One Trading
224
Group One Trading
Illinois
$29.4K +$21K +500 +250%
HIA
225
Harbor Investment Advisory
Maryland
$26.8K