ISHARES ENERGY STRG MATS ETF (IBAT) Institutional Ownership Changes & 13F Activity
ISHARES ENERGY STRG MATS ETF (IBAT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Td Waterhouse Canada Inc., Federation Des Caisses Desjardins Du Quebec, Old Mission Capital Llc, Guardian Capital Lp, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +1,005 | +5.9% | 18,112 | $816.16K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +6,300 | — | 6,300 | $283.89K | Q2 2026 | Aug 19, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +18,464 | +76.1% | 42,725 | $1.93M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +15,008 | +52.7% | 43,473 | $1.96M | Q2 2026 | Aug 14, 2026 |
| Guardian Capital Lp | Sell | -10,600 | -21.6% | 38,500 | $1.73M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +9,804 | +3162.6% | 10,114 | $456.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -6,210 | -8.5% | 66,431 | $2.99M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +247 | — | 247 | $11.13K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +6,956 | +120.1% | 12,746 | $574.36K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +4,102 | +60.9% | 10,840 | $488.47K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -682 | -0.9% | 74,825 | $3.37M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +57 | — | 57 | $2.57K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +550 | — | 550 | $24.78K | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services Llc | Buy | +660 | +83.5% | 1,450 | $65.34K | Q2 2026 | Aug 06, 2026 |
| Glassman Wealth Services | Buy | +1,874 | +41.4% | 6,396 | $288.21K | Q2 2026 | Aug 05, 2026 |
| Td Waterhouse Canada Inc. | Buy | +95,034 | — | 95,034 | $4.22M | Q2 2026 | Jul 27, 2026 |
| Quaker Wealth Management, Llc | Buy | +15 | — | 15 | $676.00 | Q2 2026 | Jul 24, 2026 |
| Nbc Securities, Inc. | Buy | +249 | — | 249 | $11.22K | Q2 2026 | Jul 21, 2026 |
| 4Wealth Advisors, Inc. | Sell | -1,156 | -17.5% | 5,458 | $240.19K | Q2 2026 | Jul 17, 2026 |
| Midwest Financial Partners Investments, Inc. | Buy | +1,596 | +2.9% | 56,621 | $2.55M | Q2 2026 | Jul 15, 2026 |
| Lvw Advisors, Llc | Sell | -1,315 | -16.8% | 6,503 | $293.04K | Q2 2026 | Jul 15, 2026 |
| Corecap Advisors, Llc | Buy | +832 | +204.9% | 1,238 | $55.79K | Q2 2026 | Jul 06, 2026 |
| Cx Institutional | Buy | +1,785 | — | 1,785 | $80.00K | Q2 2026 | Jul 02, 2026 |
| Sunbelt Securities, Inc. | Sell | -3,131 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Mai Capital Management | Sell | -44 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -29 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about IBAT activity
Which institutional owners are buying IBAT?
Institutional owners buying IBAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IBAT activity?
"Buy" means an investor increased their reported position in IBAT compared to the prior reporting period. This reflects growing exposure to ISHARES ENERGY STRG MATS ETF (IBAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBAT increasing?
Institutional interest in IBAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.