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iShares US Energy ETF

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
PPC
401
Park Place Capital
Alabama
-$121K -2,599 Closed
CAL
402
Capital Analysts LLC
Pennsylvania
-$90K -1,942 Closed
PIMG
403
Patriot Investment Management Group
Tennessee
-$91K -1,887 Closed
BWM
404
BerganKDV Wealth Management
Minnesota
-$33K -710 Closed
FA
405
Fiduciary Alliance
South Carolina
-$29.1K -625 Closed
MWM
406
MinichMacGregor Wealth Management
New York
-$25.5K -548 Closed
MPCL
407
My Personal CFO LLC
Washington
-$22.7K -489 Closed
CA
408
Corrado Advisors
New Jersey
-$9.1K -196 Closed
JMF
409
Johnson Midwest Financial
Iowa
-$9K -196 Closed
MWC
410
MBM Wealth Consultants
Missouri
-$8K -182 Closed
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
-$7K -159 Closed
HIA
412
Harbor Investment Advisory
Maryland
-$6.7K -144 Closed
LS
413
Leelyn Smith
Illinois
-$5.77K -124 Closed
GMA
414
Glassy Mountain Advisors
Maryland
-$3.72K -80 Closed
DWP
415
Destiny Wealth Partners
Florida
-$3.25K -70 Closed
EW
416
Element Wealth
Mississippi
-$2.56K -55 Closed
PWS
417
Paragon Wealth Strategies
Florida
-$2.04K -44 Closed
AWM
418
Accurate Wealth Management
Florida
-$465 -10 Closed
LFA
419
LGT Financial Advisors
Texas
-$287 -6 Closed