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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 %
CWP
276
Concord Wealth Partners
Virginia
$5.32K
HNW
277
High Note Wealth
Minnesota
$4.98K
CICI
278
Capital Investment Counsel Inc
North Carolina
$4.93K
BA
279
Bellwether Advisors
Nebraska
$4.83K
FGAM
280
Financial Gravity Asset Management
Texas
$4.78K +$4.78K +97 New
WIM
281
Westside Investment Management
California
$4.68K
GEA
282
Glen Eagle Advisors
New Jersey
$4.44K
MHIP
283
Mountain Hill Investment Partners
New Jersey
$4.33K +$49 +1 +1%
BLC
284
Brown, Lisle/Cummings
Rhode Island
$3.65K
MDA
285
Minot DeBlois Advisors
Massachusetts
$3.55K
LFA
286
LGT Financial Advisors
Texas
$3.3K -$21.3K -432 -87%
T
287
Transce3nd
Texas
$1.97K
TRCT
288
Tower Research Capital (TRC)
New York
$1.23K -$61.4K -1,245 -98%
TWC
289
TD Waterhouse Canada
Ontario, Canada
$991
PTC
290
Private Trust Company
Ohio
$986 -$5.28K -107 -84%
MAS
291
MPWM Advisory Solutions
Georgia
$986
RWS
292
Retirement Wealth Solutions
Wisconsin
$721
BWL
293
Bogart Wealth LLC
Virginia
$592
FCMT
294
Founders Capital Management (Texas)
Texas
$467
AA
295
Ancora Advisors
Ohio
$246 -$541 -11 -69%
KCM
296
KM Capital Management
Texas
-$3.02M -66,210 Closed
DWM
297
Dynasty Wealth Management
Florida
-$2.48M -54,471 Closed
SWP
298
Sagespring Wealth Partners
Tennessee
-$1.96M -43,055 Closed
WDL
299
Well Done LLC
Michigan
-$1.66M -35,740 Closed
CAM
300
Cresset Asset Management
Illinois
-$802K -17,595 Closed