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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 %
CWM
251
Centricity Wealth Management
Ohio
$17.7K +$17.7K +360 New
AF
252
Advisornet Financial
Minnesota
$17.7K -$2.37K -48 -12%
IBOK
253
Independence Bank of Kentucky
Kentucky
$17.4K
SSB
254
Sandy Spring Bank
Maryland
$16.8K
RWM
255
Ruedi Wealth Management
Illinois
$15.1K
BCWM
256
Bartlett & Co Wealth Management
Ohio
$15K
NSIM
257
North Star Investment Management
Illinois
$14.8K
PWA
258
Physician Wealth Advisors
Utah
$14.5K
NRC
259
New Republic Capital
North Carolina
$14.5K
AC
260
AlphaCore Capital
California
$12.8K +$12.8K +259 New
AssetMark Inc
261
AssetMark Inc
California
$10.7K -$5.18K -105 -33%
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$10.3K +$10.3K +210 New
OIA
263
Optimum Investment Advisors
Illinois
$9.86K
VWM
264
Vermillion Wealth Management
Minnesota
$9.79K +$49 +1 +0.5%
AWM
265
Aberdeen Wealth Management
Illinois
$8.63K
VWM
266
Valley Wealth Managers
New Jersey
$8.04K -$72.8K -1,476 -90%
AIM
267
Anchor Investment Management
South Carolina
$7.74K
Russell Investments Group
268
Russell Investments Group
United Kingdom
$7.4K -$8.73K -177 -54%
SIC
269
Salem Investment Counselors
North Carolina
$7.4K
OC
270
Oakworth Capital
Alabama
$7K
PA
271
PSI Advisors
Florida
$6.85K
IWP
272
IAG Wealth Partners
Wisconsin
$6.66K
VCM
273
Versant Capital Management
Arizona
$6.11K +$49 +1 +0.8%
SC
274
SouthState Corp
Florida
$5.67K
EWA
275
EverSource Wealth Advisors
Alabama
$5.35K -$1.83K -37 -26%