Who Owns IBAT?
iShares Energy Storage & Materials ETF — Institutional Ownership & 13F Holdings
$41.16
-0.29 (-0.71%)
Market Cap
$10.6M
Shares Outstanding
320,596
Institutional Holders
4
Total Inst. Value
$4.9M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
2
Closed Positions
4
Increased
0
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $4.8M | 225,000 |
| 2 | Sunbelt Securities, Inc. | $165K | 7,792 |
| 3 | UBS Group AGNew | $3K | 154 |
| 4 | MAI Capital ManagementNew | $933 | 44 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AGNew | +154 | $3K |
| MAI Capital ManagementNew | +44 | $933 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BlackRock, Inc. | -10K | $4.8M |
| Sunbelt Securities, Inc. | -333 | $165K |
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Frequently Asked Questions
How many institutional investors hold IBAT?
As of Q1 2025, 4 institutional investors report holding IBAT (iShares Energy Storage & Materials ETF) in their 13F filings.
Which hedge fund owns the most IBAT?
The largest institutional holder of IBAT is BlackRock, Inc. with $4.8M in shares.
Are institutions buying or selling IBAT?
This quarter, 2 institutions opened new positions in IBAT and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.