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iShares US Energy ETF

268 hedge funds and large institutions have $631M invested in iShares US Energy ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-26
Holders Change %
-8.84%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
70
Reduced
98
Closed
45
Calls
$366K
Puts
Net Calls
+$366K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Shares
Change %
SMFG
26
Sumitomo Mitsui Financial Group
Japan
$3.74M +$64.5K +1,426 +2%
ZIG
27
Zurich Insurance Group
Switzerland
$3.65M +$3.65M +79,500 New
Jones Financial Companies
28
Jones Financial Companies
Missouri
$3.26M +$504K +11,108 +18%
Corient Private Wealth
29
Corient Private Wealth
Florida
$3.09M +$2.18M +48,308 +242%
Citadel Advisors
30
Citadel Advisors
Florida
$3.01M +$1.74M +38,550 +137%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$2.98M -$56.6K -1,251 -2%
FAM
32
Forte Asset Management
New York
$2.83M +$2.83M +62,485 New
Stifel Financial
33
Stifel Financial
Missouri
$2.75M -$438K -9,693 -14%
PFS
34
Prospera Financial Services
Texas
$2.71M +$74.9K +1,657 +3%
JWCA
35
J.W. Cole Advisors
Florida
$2.44M +$1.74M +38,553 +250%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$2.43M +$270K +5,981 +13%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.13M -$342K -7,561 -14%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.1M -$226K -4,987 -10%
AWE
39
Avidian Wealth Enterprises
Texas
$2.06M -$448K -9,918 -18%
WA
40
Wealthstar Advisors
Texas
$2.03M +$132K +2,926 +7%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$2.01M +$136K +3,007 +7%
SF
42
Synovus Financial
Georgia
$1.99M +$6.87K +152 +0.3%
BIA
43
Biondo Investment Advisors
Pennsylvania
$1.83M +$119K +2,627 +7%
NA
44
NewEdge Advisors
Louisiana
$1.81M -$510K -11,289 -22%
SPIA
45
Steward Partners Investment Advisory
New York
$1.81M -$418K -9,254 -19%
SS
46
Sunbelt Securities
Texas
$1.79M -$44.4K -974 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.76M -$60.2K -1,332 -3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.72M +$745K +16,466 +76%
FCFC
49
First Citizens Financial Corp
Iowa
$1.68M -$400K -8,845 -19%
WC
50
Waterloo Capital
Texas
$1.67M +$10.5K +232 +0.6%