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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 %
QCM
51
Quantinno Capital Management
New York
$1.59M +$209K +4,614 +15%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.51M -$92.7K -2,051 -6%
D
53
Dentgroup
Louisiana
$1.49M -$88.8K -1,964 -6%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.41M -$80.4K -1,777 -5%
IWM
55
IHT Wealth Management
Illinois
$1.39M -$4.34K -96 -0.3%
FWMM
56
Foundation Wealth Management (Missouri)
Missouri
$1.33M +$216K +4,779 +19%
HNB
57
Huntington National Bank
Ohio
$1.33M -$1.57M
Creative Planning
58
Creative Planning
Kansas
$1.27M +$28.4K +627 +2%
BA
59
Ballew Advisors
Mississippi
$1.26M +$6.49K +140 +0.5%
QC
60
Quadrature Capital
United Kingdom
$1.16M -$613K -13,555 -35%
PAG
61
Private Advisor Group
New Jersey
$1.14M -$424K -9,385 -27%
WTC
62
WhitTier Trust Company
Nevada
$1.12M
CAGAS
63
Capital Advisory Group Advisory Services
Minnesota
$1.11M -$1.06M -23,414 -49%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$57.6K +1,242 +5%
MA
65
Mutual Advisors
Nebraska
$1.09M +$49.5K +1,070 +5%
RT
66
Rockland Trust
Massachusetts
$1.09M -$18.5K -408 -2%
OIA
67
OneDigital Investment Advisors
Kansas
$1.06M -$141K -3,114 -12%
JSW
68
Journey Strategic Wealth
New Jersey
$1.03M +$314K +6,939 +44%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$1.01M
CAG
70
Csenge Advisory Group
Florida
$962K +$104K +2,396 +12%
WMP
71
Wealth Management Partners
Arizona
$952K -$195K -4,240 -17%
CCA
72
Cottonwood Capital Advisors
Utah
$945K -$1.9K -42 -0.2%
EFG
73
Ethos Financial Group
Pennsylvania
$938K -$131K -2,892 -12%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$892K -$404K -8,926 -31%
KF
75
KKM Financial
Illinois
$871K