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iShares US Energy ETF

268 hedge funds and large institutions have $631M invested in iShares US Energy ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-26
Holders Change %
-8.84%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
70
Reduced
98
Closed
45
Calls
$366K
Puts
Net Calls
+$366K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
226
Independence Bank of Kentucky
Kentucky
$16K
AUB
227
Atlantic Union Bankshares
Virginia
$15.4K +$15.4K +340 New
MCM
228
MAI Capital Management
Ohio
$15.3K -$22.2K -491 -59%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$15.1K -$74.6K -1,649 -83%
AAP
230
Arax Advisory Partners
Colorado
$15K -$4.98K -110 -25%
SWP
231
Strategic Wealth Partners
Ohio
$14K +$14K +310 New
BCWM
232
Bartlett & Co Wealth Management
Ohio
$13.8K
NSIM
233
North Star Investment Management
Illinois
$13.6K
NRC
234
New Republic Capital
North Carolina
$13.3K
PWA
235
Physician Wealth Advisors
Utah
$13.3K
AssetMark Inc
236
AssetMark Inc
California
$12.6K +$2.8K +62 +29%
CIAS
237
Capital Investment Advisory Services
North Carolina
$12.2K +$12.2K +270 New
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
$9.49K
GI
239
GAMMA Investing
California
$9.45K +$9.45K +209 New
OIA
240
Optimum Investment Advisors
Illinois
$9.04K
VWM
241
Vermillion Wealth Management
Minnesota
$9.03K +$90 +2 +1%
AAG
242
Armstrong Advisory Group
Massachusetts
$8.19K +$8.19K +181 New
AWM
243
Aberdeen Wealth Management
Illinois
$7.91K
VWM
244
Valley Wealth Managers
New Jersey
$7.37K
BIG
245
Brooklyn Investment Group
New York
$7.37K +$7.37K +163 New
AIM
246
Anchor Investment Management
South Carolina
$7.1K
SIC
247
Salem Investment Counselors
North Carolina
$6.78K
TF
248
Tompkins Financial
New York
$6.78K +$6.78K +150 New
FCMT
249
Founders Capital Management (Texas)
Texas
$6.33K +$5.93K +131 +1,456%
CPG
250
Cornerstone Planning Group
New Jersey
$5.97K -$37.1K -814 -86%