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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
Name Holding Trade Value Shares
Change
Shares
Change %
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$1.55M -$4.34K -88 -0.3%
QCM
52
Quantinno Capital Management
New York
$1.5M +$932K +18,906 +163%
IWM
53
IHT Wealth Management
Illinois
$1.45M -$70.7K -1,500 -5%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$1.41M +$91.6K +1,858 +7%
Citadel Advisors
55
Citadel Advisors
Florida
$1.39M +$841K +17,060 +155%
Creative Planning
56
Creative Planning
Kansas
$1.35M +$34.6K +702 +3%
OIA
57
OneDigital Investment Advisors
Kansas
$1.31M -$359K -7,280 -21%
Truist Financial
58
Truist Financial
North Carolina
$1.27M -$44.4K -901 -3%
WMP
59
Wealth Management Partners
Arizona
$1.23M +$403K +8,168 +49%
WTC
60
WhitTier Trust Company
Nevada
$1.22M -$1.23K -25 -0.1%
FWMM
61
Foundation Wealth Management (Missouri)
Missouri
$1.22M +$11.9K +241 +1%
RT
62
Rockland Trust
Massachusetts
$1.2M -$29.1K -590 -2%
EFG
63
Ethos Financial Group
Pennsylvania
$1.17M +$1.17M +23,642 New
BA
64
Ballew Advisors
Mississippi
$1.13M +$193K +4,631 +21%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$1.12M +$125K +2,531 +13%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$1.1M -$17.9K -364 -2%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.06M +$1.06M +21,566 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$70.8K -1,436 -6%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$1.03M +$69.9K +1,418 +7%
CCA
70
Cottonwood Capital Advisors
Utah
$1.03M -$14.1K -285 -1%
GC
71
Grimes & Company
Massachusetts
$991K -$345 -7 -0%
MA
72
Mutual Advisors
Nebraska
$984K +$25.1K +576 +3%
Corient Private Wealth
73
Corient Private Wealth
Florida
$983K -$1.45M -29,400 -60%
KF
74
KKM Financial
Illinois
$950K -$163K -3,315 -15%
Renaissance Technologies
75
Renaissance Technologies
New York
$892K +$83.8K +1,700 +10%