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iShares US Energy ETF

295 hedge funds and large institutions have $674M invested in iShares US Energy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-12
Holders Change %
-3.91%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
92
Reduced
104
Closed
32
Calls
$811K
Puts
$58K
Net Calls
+$753K
Net Calls Change
-$962K
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
251
Citigroup
New York
$20.6K +$10.5K +218 +103%
TFGT
252
TS Financial Group (TSFG)
Illinois
$18K
SSB
253
Sandy Spring Bank
Maryland
$16.3K
FGAM
254
Financial Gravity Asset Management
Texas
$16.1K -$42.6K -888 -73%
JWA
255
JFS Wealth Advisors
Pennsylvania
$14.9K +$3.02K +63 +25%
RWM
256
Ruedi Wealth Management
Illinois
$14.7K
NSIM
257
North Star Investment Management
Illinois
$14.4K
NRC
258
New Republic Capital
North Carolina
$14.2K
AA
259
Ancora Advisors
Ohio
$13.2K -$4.94K -103 -27%
CAS
260
Coppell Advisory Solutions
Texas
$12.6K +$12.6K +262 New
WIA
261
Wetzel Investment Advisors
Indiana
$11.1K
DCM
262
Davis Capital Management
Florida
$11K
LFA
263
LGT Financial Advisors
Texas
$10.4K -$40.9K -852 -80%
OIA
264
Optimum Investment Advisors
Illinois
$9.6K
FMP
265
Financial Management Professionals
Texas
$9K
IWP
266
IAG Wealth Partners
Wisconsin
$8.64K
OW
267
Olistico Wealth
Oklahoma
$8.64K +$8.64K +180 New
AWM
268
Aberdeen Wealth Management
Illinois
$8.4K
CWC
269
Carolinas Wealth Consulting
North Carolina
$8.37K +$48 +1 +0.6%
AssetMark Inc
270
AssetMark Inc
California
$7.68K +$4.46K +93 +139%
AIM
271
Anchor Investment Management
South Carolina
$7.54K
SIC
272
Salem Investment Counselors
North Carolina
$7.2K
CB
273
Chris Bulman
California
$7.2K +$7.2K +150 New
OC
274
Oakworth Capital
Alabama
$6.82K
PA
275
PSI Advisors
Florida
$6.67K