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iShares US Energy ETF

255 hedge funds and large institutions have $1.62B invested in iShares US Energy ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+79
Holders Change %
+44.89%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
102
Increased
62
Reduced
40
Closed
22
Calls
$887K
Puts
$283K
Net Calls
+$604K
Net Calls Change
+$314K
Name Holding Trade Value Shares
Change
Shares
Change %
DSC
226
Duncker Streett & Co
Missouri
$7K -$11.1K -442 -61%
TFGT
227
TS Financial Group (TSFG)
Illinois
$7K
WWM
228
Wagner Wealth Management
South Carolina
$6K
CIAS
229
Capital Investment Advisory Services
North Carolina
$6K +$6K +215 New
EIP
230
Ellis Investment Partners
Pennsylvania
$5K
FMP
231
Financial Management Professionals
Texas
$5K
AWM
232
Aberdeen Wealth Management
Illinois
$5K
JMF
233
Johnson Midwest Financial
Iowa
$5K +$27 +1 +0.5%
MWM
234
Mascoma Wealth Management
New Hampshire
$5K +$5K +174 New
QCG
235
Quadrant Capital Group
Ohio
$5K +$5K +189 New
GLLW
236
Graves Light Lenhart Wealth
Virginia
$5K +$5K +193 New
GEA
237
Glen Eagle Advisors
New Jersey
$4.46K
SIC
238
Salem Investment Counselors
North Carolina
$4K
BBPWM
239
Blue Bell Private Wealth Management
Pennsylvania
$4K
OC
240
Oakworth Capital
Alabama
$4K
BMD
241
Better Money Decisions
New Mexico
$4K +$4K +135 New
CICI
242
Capital Investment Counsel Inc
North Carolina
$3K
BCA
243
Bray Capital Advisors
Florida
$3K
PA
244
Parallel Advisors
California
$3K
VCM
245
Versant Capital Management
Arizona
$3K
SC
246
SouthState Corp
Florida
$3K
SCA
247
Stonebridge Capital Advisors
Minnesota
$3K +$3K +100 New
AWG
248
Altus Wealth Group
Colorado
$2K
AW
249
Avion Wealth
Texas
$2K
COCM
250
Charter Oak Capital Management
New Hampshire
$2K