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iShares US Energy ETF

306 hedge funds and large institutions have $663M invested in iShares US Energy ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 139 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-31
Holders Change %
-9.2%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
23
Increased
61
Reduced
139
Closed
52
Calls
$1.43M
Puts
$613K
Net Calls
+$814K
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
101
Montecito Bank & Trust
California
$640K +$30.3K +708 +5%
MHR
102
Matthew Hamilton Rosenberg
$625K -$721K -16,836 -54%
EH
103
Equitable Holdings
New York
$609K -$31.3K -730 -5%
PAMG
104
Patton Albertson Miller Group
Tennessee
$597K -$113K -2,636 -16%
TWM
105
Tradition Wealth Management
Minnesota
$586K -$10.7K -249 -2%
BTI
106
Blue Trust Inc
Georgia
$566K -$1.37M -31,373 -71%
WANY
107
Wealthspire Advisors (New York)
New York
$549K -$61.9K -1,445 -10%
SWM
108
Spire Wealth Management
Virginia
$544K -$59.8K -1,396 -10%
FWIA
109
Fort Washington Investment Advisors
Ohio
$534K
SI
110
Stephens Inc
Arkansas
$529K
SFS
111
Sowell Financial Services
Arkansas
$517K +$517K +12,088 New
CAGAS
112
Capital Advisory Group Advisory Services
Minnesota
$516K
MSWMA
113
Market Street Wealth Management Advisors
Indiana
$510K -$35.5K -829 -7%
AFG
114
Allegheny Financial Group
Pennsylvania
$495K -$9.85K -230 -2%
BWP
115
Bernardo Wealth Planning
Pennsylvania
$485K -$26.3K -615 -5%
WS
116
Wedbush Securities
California
$482K +$13.7K +320 +3%
GBT
117
Grove Bank & Trust
Florida
$478K
DE
118
Day & Ennis
Georgia
$473K -$466K -10,881 -50%
TI
119
Trexquant Investment
Connecticut
$463K +$123K +2,875 +36%
CWM
120
Chemistry Wealth Management
New York
$457K
DC
121
Davenport & Co
Virginia
$456K -$26.5K -618 -5%
IAIM
122
International Assets Investment Management
Florida
$439K -$105K -2,459 -19%
CWS
123
Cypress Wealth Services
California
$438K -$148K -3,436 -25%
AFG
124
Atomi Financial Group
New York
$423K -$2.14K -50 -0.5%
CCB
125
Country Club Bank
Missouri
$423K -$4.76K -112 -1%