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iShares Global Energy ETF

342 hedge funds and large institutions have $1.66B invested in iShares Global Energy ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

16% more funds holding

Funds holding: 296342 (+46)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

2.45% less ownership

Funds ownership: 61.05%58.59% (-2.5%)

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22M
Puts
$380K
Net Calls
Net Calls Change

Top Buyers

1 +$233M
2 +$165M
3 +$92.3M
4
Morgan Stanley
Morgan Stanley
New York
+$55.6M
5
DZ Bank
DZ Bank
Germany
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
Thoroughbred Financial Services
Tennessee
$257K
PPW
202
Parcion Private Wealth
Washington
$254K
TCWA
203
Turtle Creek Wealth Advisors
Texas
$254K
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$254K
FPCP
205
Fort Point Capital Partners
California
$251K
William Blair & Company
206
William Blair & Company
Illinois
$249K
MBT
207
Montecito Bank & Trust
California
$249K
7WCP
208
71 West Capital Partners
Massachusetts
$249K
CWA
209
Cura Wealth Advisors
Illinois
$248K
DWP
210
Destiny Wealth Partners
Florida
$247K
VA
211
Valmark Advisers
Ohio
$244K
US Bancorp
212
US Bancorp
Minnesota
$244K
LWM
213
Liberty Wealth Management
California
$240K
RM
214
RCW Management
Florida
$239K
IWA
215
Icon Wealth Advisors
Texas
$237K
BRWA
216
B. Riley Wealth Advisors
Florida
$229K
HNB
217
Huntington National Bank
Ohio
$229K
SWM
218
Spire Wealth Management
Virginia
$226K
PWA
219
Provenance Wealth Advisors
Florida
$226K
KF
220
Krilogy Financial
Missouri
$222K
Wellington Management Group
221
Wellington Management Group
Massachusetts
$220K
AIP
222
Almanack Investment Partners
Pennsylvania
$219K
PP
223
Patten & Patten
Tennessee
$219K
MGIA
224
Moneta Group Investment Advisors
Missouri
$212K
DI
225
Decision Investments
California
$210K