Funds holding IBERDROLA SA
ISIN US4507371015 · Spain · LEI 5QK37QC7NWOJ8D7WVQ45
- Fund holders
- 18
- Of which ETFs
- 6 12 other funds
- Value held
- ≈ 48.6M $ 47.2M $ · 13.4M SEK
This issuer has other securities: Iberdrola SA (ES0144580Y14)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV | 147,647 | 14.1M $ | 0.34 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 132,834 | 12.7M $ | 0.45 % | as of Jul 31, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 56,904 | 5.2M $ | 0.50 % | as of May 31, 2026 ↗ |
| Timothy Plan International Fund TIMOTHY PLAN | 40,700 | 4.1M $ | 1.72 % | as of Jun 30, 2026 ↗ |
| iShares Flexible Equity Active ETF BlackRock ETF Trust | 31,561 | 3M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| Polen International Dividend Income ETF Elevation Series Trust | 24,860 | 2.4M $ | 1.21 % | as of Jul 31, 2026 ↗ |
| JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS | 22,276 | 2.2M $ | 0.53 % | as of Jun 30, 2026 ↗ |
| FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV | 18,393 | 1.8M $ | 0.31 % | as of Jul 31, 2026 ↗ |
| Stolt Explorer ISEC Services AB | 15,385 | 13.4M SEK | 1.60 % | as of Mar 31, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 5,829 | 529.1K $ | 0.20 % | as of May 31, 2026 ↗ |
| Sit ESG Growth Fund SIT MUTUAL FUNDS INC | 4,050 | 404.6K $ | 2.77 % | as of Jun 30, 2026 ↗ |
| First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV | 3,346 | 319.6K $ | 1.08 % | as of Jul 31, 2026 ↗ |
| JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS | 2,700 | 269.7K $ | 0.83 % | as of Jun 30, 2026 ↗ |
| Aquarius International Fund RBB Fund, Inc. | 1,618 | 146.9K $ | 0.02 % | as of May 31, 2026 ↗ |
| The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc | 400 | 40K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Europe 1.25x Strategy Fund Rydex Series Funds | 170 | 17K $ | 0.81 % | as of Jun 30, 2026 ↗ |
| Europe 1.25x Strategy Fund Rydex Variable Trust | 170 | 17K $ | 0.90 % | as of Jun 30, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 96 | 9.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Sit ESG Growth Fund SIT MUTUAL FUNDS INC | 2.77 % | as of Jun 30, 2026 ↗ |
| Timothy Plan International Fund TIMOTHY PLAN | 1.72 % | as of Jun 30, 2026 ↗ |
| Stolt Explorer ISEC Services AB | 1.60 % | as of Mar 31, 2026 ↗ |
| Polen International Dividend Income ETF Elevation Series Trust | 1.21 % | as of Jul 31, 2026 ↗ |
| First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV | 1.08 % | as of Jul 31, 2026 ↗ |
| Europe 1.25x Strategy Fund Rydex Variable Trust | 0.90 % | as of Jun 30, 2026 ↗ |
| JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS | 0.83 % | as of Jun 30, 2026 ↗ |
| Europe 1.25x Strategy Fund Rydex Series Funds | 0.81 % | as of Jun 30, 2026 ↗ |
| JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS | 0.53 % | as of Jun 30, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 0.50 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 17 | -1 | 493,554 | +7.2 % |
| 2026Q2 | 18 | +2 | 460,504 | +1.9 % |
| 2026Q1 | 16 | 0 | 451,704 | -1.3 % |
| 2025Q4 | 16 | -1 | 457,497 | -8.5 % |
| 2025Q3 | 17 | +1 | 499,928 | -0.9 % |
| 2025Q2 | 16 | -1 | 504,330 | +6.5 % |
| 2025Q1 | 17 | 0 | 473,440 | -5.4 % |
| 2024Q4 | 17 | 0 | 500,506 | +8.6 % |
| 2024Q3 | 17 | -2 | 460,987 | -7.4 % |
| 2024Q2 | 19 | -1 | 498,087 | -34.6 % |
| 2024Q1 | 20 | 0 | 761,222 | -6.1 % |
| 2023Q4 | 20 | 810,649 |
Institutional managers
22 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 57,095 | 5.3K $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 30,119 | 2.8M $ | as of Mar 31, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 22,329 | 2M $ | as of Mar 31, 2026 |
| Cardinal Capital Management, Inc. | 20,348 | 1.9M $ | as of Mar 31, 2026 |
| OPAL CAPITAL LLC | 19,668 | 1.8M $ | as of Mar 31, 2026 |
| GAMMA Investing LLC | 11,119 | 1M $ | as of Mar 31, 2026 |
| Henry James International Management Inc. | 6,425 | 584.7K $ | as of Mar 31, 2026 |
| Calydon Capital | 4,881 | 450.2K $ | as of Mar 31, 2026 |
| Douglass Winthrop Advisors, LLC | 3,670 | 338.5K $ | as of Mar 31, 2026 |
| Canopy Partners, LLC | 2,902 | 267.7K $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 883 | 81.4K $ | as of Mar 31, 2026 |
| Westside Investment Management, Inc. | 654 | 61.8K $ | as of Mar 31, 2026 |
| Salomon & Ludwin, LLC | 622 | 58.7K $ | as of Mar 31, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 387 | 35.2K $ | as of Mar 31, 2026 |
| Accent Capital Management, LLC | 347 | 32K $ | as of Mar 31, 2026 |
| Ancora Advisors LLC | 129 | 11.9K $ | as of Mar 31, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 121 | 11.2K $ | as of Mar 31, 2026 |
| Sterling Capital Management LLC | 59 | 5.4K $ | as of Mar 31, 2026 |
| IMA Advisory Services, Inc. | 54 | 5K $ | as of Mar 31, 2026 |
| McIlrath & Eck, LLC | 28 | 2.6K $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 19 | 1.7K $ | as of Mar 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | 19 | 2 $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding IBERDROLA SA". https://titelia.com/en/stocks/iberdrola-sa-US4507371015