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iShares US Energy ETF

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
326
Certus Wealth Management
California
-$329K -6,943 Closed
Renaissance Technologies
327
Renaissance Technologies
New York
-$327K -6,900 Closed
Bank of New York Mellon
328
Bank of New York Mellon
New York
-$312K -6,576 Closed
AAS
329
Ameritas Advisory Services
Nebraska
-$295K -6,103 Closed
PCIA
330
Prime Capital Investment Advisors
Kansas
-$285K -6,016 Closed
GFP
331
Gryphon Financial Partners
Ohio
-$265K -5,595 Closed
CWM
332
C2C Wealth Management
Arizona
-$250K -5,410 Closed
WIA
333
World Investment Advisors
California
-$246K -5,152 Closed
CCFM
334
Clear Creek Financial Management
Washington
-$241K -5,073 Closed
VVP
335
Venture Visionary Partners
Ohio
-$228K -4,817 Closed
KOMWMG
336
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$209K -4,415 Closed
GPA
337
Guidance Point Advisors
Massachusetts
-$209K -4,413 Closed
LPAM
338
Lodestar Private Asset Management
California
-$201K -4,248 Closed
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
-$159K -3,350 Closed
USGIU
340
U.S. Global Investors (USGI)
Texas
-$94.9K -2,000 Closed
TCOV
341
Trust Company of Vermont
Vermont
-$55.5K -1,171 Closed
NFSG
342
Newbridge Financial Services Group
Florida
-$35.6K -750 Closed
FIA
343
FNY Investment Advisers
New York
-$18K -400 Closed
BFEC
344
Benjamin F. Edwards & Company
Missouri
-$12K -250 Closed
BBPWM
345
Blue Bell Private Wealth Management
Pennsylvania
-$8.49K -179 Closed
PCM
346
Penserra Capital Management
California
-$7K -152 Closed
NIC
347
Northwest Investment Counselors
Oregon
-$5.27K -111 Closed
Legacy Financial Group (Iowa)
348
Legacy Financial Group (Iowa)
Iowa
-$5.02K -106 Closed
WWP
349
WR Wealth Planners
Missouri
-$4.79K -101 Closed
TWP
350
TFO Wealth Partners
Ohio
-$3.3K -77 Closed