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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 %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$866K -$102K -2,260 -11%
PCM
77
Politan Capital Management
New York
$778K +$778K +17,209 New
TFF
78
The Family Firm
Maryland
$744K +$2.67K +59 +0.4%
HWA
79
Heartwood Wealth Advisors
Virginia
$700K +$1.9K +42 +0.3%
BTI
80
Blue Trust Inc
Georgia
$631K +$11.7K +259 +2%
FFS
81
Founders Financial Securities
Maryland
$624K -$20.5K -454 -3%
SEIA
82
Signature Estate & Investment Advisors
California
$608K +$87.6K +1,937 +17%
CV
83
Counterweight Ventures
North Carolina
$597K -$34.1K -755 -5%
LWM
84
Liberty Wealth Management
California
$589K +$589K +13,028 New
TWM
85
Tradition Wealth Management
Minnesota
$577K -$10.2K -226 -2%
AWA
86
Arkadios Wealth Advisors
Georgia
$572K +$45.4K +1,004 +9%
AI
87
Atria Investments
North Carolina
$565K +$53K +1,172 +10%
FWIA
88
Fort Washington Investment Advisors
Ohio
$541K
Truist Financial
89
Truist Financial
North Carolina
$518K -$649K -14,357 -56%
DC
90
Davenport & Co
Virginia
$513K -$10.8K -239 -2%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$498K +$498K +11,020 New
TPWA
92
TRUE Private Wealth Advisors
Oregon
$484K
CWM
93
Chemistry Wealth Management
New York
$482K
FPGK
94
Financial Partners Group (Kansas)
Kansas
$463K -$37.4K -828 -7%
YWM
95
Yukon Wealth Management
Kansas
$463K -$5.34K -118 -1%
AFG
96
Allegheny Financial Group
Pennsylvania
$457K +$271 +6 +0.1%
EAM
97
Empirical Asset Management
Massachusetts
$455K -$16.3K -360 -3%
KPWS
98
Kestra Private Wealth Services
Texas
$453K +$53.1K +1,175 +13%
GC
99
Grimes & Company
Massachusetts
$447K -$461K -10,205 -51%
EH
100
Equitable Holdings
New York
$420K -$101K -2,238 -19%