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
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.15M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.95M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.28M |
| 4 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$1.65M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.27M |
Top Sellers
| 1 |
JPMorgan Chase & Co
New York
|
-$12.4M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$11.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.28M |
| 4 |
KCM
KM Capital Management
Austin,
Texas
|
-$3.02M |
| 5 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$2.48M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
JWA
326
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$30.2K | -663 | Closed |
|
|
SFSG
327
Sound Financial Strategies Group
Madison,
Mississippi
| – | -$18.4K | -404 | Closed |
|
|
DCM
328
Davis Capital Management
Jacksonville,
Florida
| – | -$10.5K | -230 | Closed |
|
329
Simplex Trading
Chicago,
Illinois
| – | -$4K | -100 | Closed |
|
|
GWSG
330
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$3.87K | -85 | Closed |
|
|
CAS
331
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.73K | -83 | Closed |
|
|
NWWA
332
New Wave Wealth Advisors
Springdale,
Arkansas
| – | -$2.73K | -60 | Closed |
|
|
GM
333
GeoWealth Management
Chicago,
Illinois
| – | -$2.14K | -47 | Closed |
|
|
NP
334
NorthRock Partners
Minneapolis,
Minnesota
| – | -$1.5K | -33 | Closed |
|
|
OP
335
ORG Partners
Roanoke,
Indiana
| – | -$26 | – | – |
|
|
LOIP
336
Live Oak Investment Partners
Austin,
Texas
| – | -$11.3K | – | – |
|