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iShares Global Energy ETF

284 hedge funds and large institutions have $997M invested in iShares Global Energy ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-34
Holders Change %
-10.69%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
87
Reduced
106
Closed
46
Calls
$228K
Puts
$2.95M
Net Calls
-$2.72M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$492M +$63.8M +1,624,618 +15%
Bank of America
2
Bank of America
North Carolina
$49.2M -$1.13M -28,798 -2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$33.6M -$1.26M -32,025 -4%
Morgan Stanley
4
Morgan Stanley
New York
$32.4M +$2.89M +73,633 +10%
ECM
5
Evergreen Capital Management
Washington
$23.4M -$444K -11,292 -2%
UBS Group
6
UBS Group
Switzerland
$20.5M +$2.5M +63,714 +14%
VCM
7
Verger Capital Management
North Carolina
$18M +$1.37M +34,857 +8%
LPL Financial
8
LPL Financial
California
$15.7M +$2.8M +71,159 +22%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.6M +$8.83M +224,737 +130%
VCM
10
Versant Capital Management
Arizona
$14M +$243K +6,179 +2%
MD
11
Money Design
Japan
$12.1M +$1.92M +48,834 +19%
Wells Fargo
12
Wells Fargo
California
$11.7M -$546K -13,908 -4%
FAC
13
Financial Advisory Corporation
Michigan
$11.6M +$195K +4,973 +2%
VCAM
14
Van Cleef Asset Management
Ohio
$11.3M -$92.2K -2,346 -0.8%
MWA
15
MFA Wealth Advisors
Pennsylvania
$11M +$20.1K +512 +0.2%
Goldman Sachs
16
Goldman Sachs
New York
$10.9M -$236K -6,009 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$9.97M +$1.7M +43,310 +21%
Raymond James Financial
18
Raymond James Financial
Florida
$9.9M -$297K -7,564 -3%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.24M +$5.27M +134,162 +544%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$6.13M +$2.43M +61,814 +66%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6M -$5.5M -139,973 -48%
Ameriprise
22
Ameriprise
Minnesota
$5.62M +$239K +6,072 +4%
G
23
GenTrust
Florida
$5.28M -$1.05M -26,666 -17%
MWM
24
Modern Wealth Management
Kansas
$5.24M +$795K +20,237 +18%
SPC
25
Sigma Planning Corp
Michigan
$4.95M +$57K +1,452 +1%