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iShares US Energy ETF

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
251
Front Row Advisors
California
$20.5K
WT
252
Whittier Trust
California
$19.8K +$19.8K +434 New
AF
253
Advisornet Financial
Minnesota
$18.6K -$1.82K -40 -9%
SFSG
254
Sound Financial Strategies Group
Mississippi
$18.4K +$18.4K +404 New
IBOK
255
Independence Bank of Kentucky
Kentucky
$16.1K
TFGT
256
TS Financial Group (TSFG)
Illinois
$16K
SSB
257
Sandy Spring Bank
Maryland
$15.5K
Russell Investments Group
258
Russell Investments Group
United Kingdom
$14.9K +$3.87K +85 +35%
AssetMark Inc
259
AssetMark Inc
California
$14.7K +$1.23K +27 +9%
RWM
260
Ruedi Wealth Management
Illinois
$13.9K
BCWM
261
Bartlett & Co Wealth Management
Ohio
$13.9K -$114K -2,500 -89%
NSIM
262
North Star Investment Management
Illinois
$13.7K
NRC
263
New Republic Capital
North Carolina
$13.4K
PWA
264
Physician Wealth Advisors
Utah
$13.4K +$13.4K +294 New
LOIP
265
Live Oak Investment Partners
Texas
$11.3K -$10.5K
DCM
266
Davis Capital Management
Florida
$10.5K
OIA
267
Optimum Investment Advisors
Illinois
$9.11K
VWM
268
Vermillion Wealth Management
Minnesota
$8.98K +$8.98K +197 New
AWM
269
Aberdeen Wealth Management
Illinois
$7.98K
AIM
270
Anchor Investment Management
South Carolina
$7.15K
SIC
271
Salem Investment Counselors
North Carolina
$6.84K
EWA
272
EverSource Wealth Advisors
Alabama
$6.61K -$3.24K -71 -33%
OC
273
Oakworth Capital
Alabama
$6.47K
PA
274
PSI Advisors
Florida
$6.33K
CPG
275
Cornerstone Planning Group
New Jersey
$6.19K