IYE icon

iShares US Energy ETF

294 hedge funds and large institutions have $681M invested in iShares US Energy ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 94 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-8
Holders Change %
-2.65%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
81
Reduced
94
Closed
39
Calls
$419K
Puts
$49K
Net Calls
+$370K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
226
Financial Management Professionals
Texas
$40.6K
GCM
227
GKV Capital Management
California
$37.7K
AG
228
AmeriFlex Group
Nevada
$36.9K
CSC
229
Caldwell Sutter Capital
California
$36.5K
FIM
230
FWL Investment Management
Texas
$34.8K -$17.3K -350 -33%
GT
231
Glenmede Trust
Pennsylvania
$32K +$32K +650 New
KFI
232
Key Financial Inc
Pennsylvania
$29.6K
CAWM
233
Capital A Wealth Management
Pennsylvania
$28.2K +$986 +20 +4%
CI
234
CX Institutional
Indiana
$27K +$27K +547 New
BCMLT
235
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.6K +$148 +3 +0.6%
IHWM
236
Iron Horse Wealth Management
Iowa
$26.3K +$26.3K +533 New
WF
237
Wayfinding Financial
Washington
$26K +$26K +532 New
CCM
238
Coldstream Capital Management
Washington
$25.2K +$25.2K +510 New
FFA
239
Founders Financial Alliance
North Carolina
$24.7K
PFBT
240
Parkside Financial Bank & Trust
Missouri
$24.7K +$24.7K +500 New
LI
241
LRI Investments
Florida
$23.7K
RA
242
Rise Advisors
New York
$23K +$23K +467 New
PFM
243
Phillips Financial Management
Indiana
$22.5K
WSFS
244
Wilmington Savings Fund Society
Delaware
$22.5K
FRA
245
Front Row Advisors
California
$22.2K
AAP
246
Arax Advisory Partners
Colorado
$21.8K +$21.8K +442 New
WT
247
Whittier Trust
California
$21.4K
RFA
248
Register Financial Advisors
Georgia
$21K +$21K +425 New
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$20.5K -$8.11K -201 -28%
TFGT
250
TS Financial Group (TSFG)
Illinois
$18K