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iShares US Oil & Gas Exploration & Production ETF

152 hedge funds and large institutions have $232M invested in iShares US Oil & Gas Exploration & Production ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-12
Holders Change %
-7.32%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
46
Reduced
61
Closed
24
Calls
$7.57M
Puts
$3.89M
Net Calls
+$3.69M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
76
Harbor Investment Advisory
Maryland
$327K -$17K -200 -5%
JPLA
77
Joseph P. Lucia & Associates
New York
$327K -$8.41K -99 -3%
Mariner
78
Mariner
Kansas
$324K -$45.2K -532 -12%
SPC
79
Sigma Planning Corp
Michigan
$298K -$47.7K -562 -14%
PCM
80
Poehling Capital Management
Wisconsin
$297K
EWA
81
EverSource Wealth Advisors
Alabama
$289K -$16.6K -196 -5%
SS
82
Sunbelt Securities
Texas
$280K +$12.9K +152 +5%
MWM
83
Meridian Wealth Management
Kentucky
$264K -$25.1K -296 -9%
FT
84
Fiduciary Trust
Massachusetts
$255K
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$252K +$252K +2,970 New
STA
86
Summit Trail Advisors
New York
$247K
APWA
87
Atlas Private Wealth Advisors
New Jersey
$246K +$246K +2,900 New
KAS
88
Kestra Advisory Services
Texas
$237K -$19.1K -225 -7%
Citigroup
89
Citigroup
New York
$233K
BRWA
90
B. Riley Wealth Advisors
Florida
$225K +$23.9K +282 +12%
AA
91
Ancora Advisors
Ohio
$224K +$33.5K +394 +18%
William Blair & Company
92
William Blair & Company
Illinois
$220K +$5.1K +60 +2%
EFS
93
Essex Financial Services
Connecticut
$220K +$170 +2 +0.1%
KC
94
Knuff & Co
California
$216K -$319K -3,752 -60%
ECG
95
Edge Capital Group
Georgia
$208K
AR
96
Apeiron RIA
Texas
$207K -$307K -3,614 -60%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$205K -$16.7K -197 -8%
FHA
98
First Horizon Advisors
Tennessee
$205K -$2.55K -30 -1%
Simplex Trading
99
Simplex Trading
Illinois
$165K -$68.4K -805 -29%
RAM
100
Riggs Asset Management
Pennsylvania
$161K -$1.78M -20,912 -92%