Who Owns iShares Energy Storage & Materials ETF (IBAT)?Hedge Fund & Institutional Holders
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$1519100.1T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
IBAT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Midwest Financial Partners Investments, Inc. | New Position | +53K | +$1.5M |
| ROYAL BANK OF CANADA | New Position | +310 | +$0 |
| Manchester Capital Management LLC | New Position | +520 | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +2K | +$0 |
IBAT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| BlackRock, Inc. | Closed Position | -183K | -$5.2B |
| GUARDIAN CAPITAL LP | Decreased | -1K | -$1.7B |
| CITADEL ADVISORS LLC | Decreased | -2K | -$644.3M |
| Sunbelt Securities, Inc. | Decreased | -3K | -$180.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Decreased | -82 | -$3.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Midwest Financial Partners Investments, Inc. | 52,977 | $1.5M | 0.84% | Share |
| 2 | GUARDIAN CAPITAL LP | 57,700 | $1.0M | 0.03% | Share |
| 3 | Sunbelt Securities, Inc. | 3,165 | $90K | 0.01% | Share |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | $6K | 0.00% | Share |
| 5 | ROYAL BANK OF CANADA | 310 | $0 | 0.00% | Share |
| 6 | CITADEL ADVISORS LLC | 20,401 | $0 | 0.00% | Share |
| 7 | BANK OF AMERICA CORP /DE/ | 1,625 | $0 | 0.00% | Share |
| 8 | MAI Capital Management | 44 | $0 | 0.00% | Share |
| 9 | Manchester Capital Management LLC | 520 | $0 | 0.00% | Share |
IBAT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 9 | $2.6M | +3 |
| Q3 2025 | 6 | $7.6B | +0 |
| Q2 2025 | 6 | $4.7B | +2 |
| Q1 2025 | 4 | $4.9B | -2 |
| Q4 2024 | 6 | $5.6B | +3 |
| Q3 2024 | 3 | $6.6T | -1 |
| Q2 2024 | 4 | $713.6B | +2 |
| Q1 2024 | 2 | $8.2B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 9 institutional investors hold IBAT (iShares Energy Storage & Materials ETF). The largest holder is Midwest Financial Partners Investments, Inc. with $1.5M in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own IBAT?
As of Q4 2025, 9 institutional investors report holding IBAT (iShares Energy Storage & Materials ETF) in their 13F filings.
Who is the largest institutional holder of IBAT?
The largest institutional holder of IBAT is Midwest Financial Partners Investments, Inc. with $1.5M in shares.
Is institutional ownership of IBAT increasing or decreasing?
This quarter, 4 institutions opened new positions in IBAT and 1 closed their positions.