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iShares US Energy ETF

306 hedge funds and large institutions have $663M invested in iShares US Energy ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 139 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-31
Holders Change %
-9.2%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
23
Increased
61
Reduced
139
Closed
52
Calls
$1.43M
Puts
$613K
Net Calls
+$814K
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Centerpoint Advisors
Massachusetts
$21K
AF
252
Allworth Financial
California
$19.8K -$30.7K -717 -61%
PFM
253
Phillips Financial Management
Indiana
$19.6K
FRA
254
Front Row Advisors
California
$19K
RWM
255
Ruedi Wealth Management
Illinois
$17.8K
AA
256
Ancora Advisors
Ohio
$16.5K -$86 -2 -0.5%
FCA
257
FinTrust Capital Advisors
South Carolina
$15.9K
GI
258
Gradient Investments
Minnesota
$14.4K
CWA
259
Clearview Wealth Advisors
Oregon
$14.3K +$86 +2 +0.6%
NRC
260
New Republic Capital
North Carolina
$14K
EWA
261
EverSource Wealth Advisors
Alabama
$13.6K -$1.33K -31 -9%
NSIM
262
North Star Investment Management
Illinois
$12.9K
AIM
263
Anchor Investment Management
South Carolina
$12.6K
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$12.1K
BFEC
265
Benjamin F. Edwards & Company
Missouri
$11K +$2.2K +50 +25%
HS
266
Horan Securities
United States
$9.36K -$1.15K -27 -11%
CMP
267
Coston McIsaac & Partners
Maine
$9K +$42 +1 +0.5%
ACA
268
Aptus Capital Advisors
Alabama
$9K
OIA
269
Optimum Investment Advisors
Illinois
$8.57K
GEA
270
Glen Eagle Advisors
New Jersey
$8.57K +$4.71K +110 +122%
FMP
271
Financial Management Professionals
Texas
$8K -$924K -21,374 -99%
IWP
272
IAG Wealth Partners
Wisconsin
$7.71K
BBPWM
273
Blue Bell Private Wealth Management
Pennsylvania
$7.67K
AWM
274
Aberdeen Wealth Management
Illinois
$7.5K
CWC
275
Carolinas Wealth Consulting
North Carolina
$7.47K