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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 %
TWC
276
TD Waterhouse Canada
Ontario, Canada
$7.01K
SIC
277
Salem Investment Counselors
North Carolina
$6.94K
OC
278
Oakworth Capital
Alabama
$6.08K
PA
279
PSI Advisors
Florida
$5.96K
IGWM
280
ICA Group Wealth Management
Colorado
$5.42K -$19.6K -455 -78%
VCM
281
Versant Capital Management
Arizona
$5.06K +$43 +1 +0.9%
SC
282
SouthState Corp
Florida
$4.93K
NIC
283
Northwest Investment Counselors
Oregon
$4.76K -$177K -4,139 -97%
WWP
284
WR Wealth Planners
Missouri
$4.33K
BCA
285
Bray Capital Advisors
Florida
$4.28K
WIM
286
Westside Investment Management
California
$4.07K
FHA
287
First Horizon Advisors
Tennessee
$3.64K
GWSG
288
GPS Wealth Strategies Group
Colorado
$3.64K
IF
289
Integrity Financial
Wyoming
$3.64K
TWP
290
TFO Wealth Partners
Ohio
$3.3K
TF
291
TimeScale Financial
Massachusetts
$3.19K +$43 +1 +1%
BLC
292
Brown, Lisle/Cummings
Rhode Island
$3.17K
APC
293
Aspire Private Capital
North Carolina
$2.74K
AW
294
Avion Wealth
Texas
$2K
GTAM
295
Global Trust Asset Management
Florida
$1.93K
BCMLT
296
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.33K
KFS
297
Kelly Financial Services
Massachusetts
$1.07K
MIM
298
Macroview Investment Management
Maryland
$1.03K
VNA
299
Valley National Advisers
Pennsylvania
$1K
OLVIG
300
Oliver Lagore Vanvalin Investment Group
Michigan
$687 -$2.15K -50 -76%