iShares Energy STRG Mats ETFIBATETF
13F holders, Q4 2025 (December 31)8holders +2
3new positions
2sold out
1famous investor
$28.65avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding iShares Energy STRG Mats ETF (IBAT) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Guardian Capital LP ($1.7M), Midwest Financial Partners Investments, Inc. ($1.5M) and Citadel Advisors ($585K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Energy STRG Mats ETF
- CUSIP
- 46438G737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $71K |
| Exits | 2 | $5.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,455 shares bought and 189,454 shares sold, net −186,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Guardian Capital LP | 0.05% | Reduce -2.0% | 57,700 | $1.7M |
| Midwest Financial Partners Investments, Inc. | 0.84% | — | 52,977 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -10.6% | 20,401 | $585K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -50.5% | 3,165 | $91K |
| Bank of America Corp. | 0.00% | New | 1,625 | $47K |
| Manchester Capital Management LLC | 0.00% | New | 520 | $15K |
| Royal Bank of Canada | 0.00% | New | 310 | $9K |
| MAI Capital Management | 0.00% | No change | 44 | $1K |
"% of holder's portfolio" is IBAT's weight in each manager's 13F, not the share of iShares Energy STRG Mats ETF the manager owns.