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iShares US Energy ETF

255 hedge funds and large institutions have $1.62B invested in iShares US Energy ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
255
Holders Change
+79
Holders Change %
+44.89%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
102
Increased
62
Reduced
40
Closed
22
Calls
$887K
Puts
$283K
Net Calls
+$604K
Net Calls Change
+$314K
Name Market Value Shares Shares
Change
Shares
Change %
AI
26
Atria Investments
North Carolina
$6.82M 260,090 +260,090 New
IF
27
Ironwood Financial
Arizona
$6.72M 256,190 -1,649 -0.6%
PFA
28
Pettinga Financial Advisors
Indiana
$6.32M 240,847 +202,777 +533%
Ameriprise
29
Ameriprise
Minnesota
$5.78M 220,836 +184,342 +505%
Stifel Financial
30
Stifel Financial
Missouri
$5.78M 220,235 +220,235 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$5.08M 195,632 +188,529 +2,654%
PFG
32
PAX Financial Group
Texas
$4.77M 181,885 +181,885 New
RJA
33
Raymond James & Associates
Florida
$4.69M 178,681 +30,510 +21%
SPIA
34
Steward Partners Investment Advisory
New York
$4.68M 178,585 +46,335 +35%
RT
35
Rockland Trust
Massachusetts
$4.64M 176,823 -5,644 -3%
LWA
36
Lineweaver Wealth Advisors
Ohio
$4.21M 160,596 +160,596 New
CA
37
Calton & Associates
Florida
$4.06M 154,797 -42,630 -22%
CCA
38
Cadent Capital Advisors
Oklahoma
$4.01M 152,747 +133,498 +694%
IWP
39
Icon Wealth Partners
Texas
$3.72M 141,756 +141,756 New
SHJ
40
Sharkey, Howes & Javer
Colorado
$3.6M 137,270 +137,270 New
KAS
41
Kestra Advisory Services
Texas
$3.49M 133,138 +133,138 New
HighTower Advisors
42
HighTower Advisors
Illinois
$3.44M 131,856 -597 -0.5%
TSA
43
Tri-Star Advisors
Texas
$3.17M 122,484 +122,484 New
MSAM
44
Moloney Securities Asset Management
Missouri
$3.08M 117,387 +117,387 New
Citadel Advisors
45
Citadel Advisors
Florida
$3.07M 117,164 -211,085 -64%
SMFG
46
Sumitomo Mitsui Financial Group
Japan
$2.95M 112,593 +24,094 +27%
CFGS
47
Concourse Financial Group Securities
Alabama
$2.94M 111,967 +104,146 +1,332%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.87M 109,458 +109,458 New
AWM
49
AE Wealth Management
Kansas
$2.85M 108,575 +108,575 New
Prudential Financial
50
Prudential Financial
New Jersey
$2.82M 107,384 +107,384 New