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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 %
IWC
101
Integrated Wealth Concepts
Massachusetts
$419K -$27.4K -607 -6%
IF
102
Ironwood Financial
Arizona
$416K
SB
103
Simmons Bank
Arkansas
$410K -$2.44K -54 -0.6%
NCM
104
Narwhal Capital Management
Georgia
$399K
VCM
105
Vivaldi Capital Management
Illinois
$396K +$396K +8,759 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$384K +$218K +4,820 +131%
MA
107
MCF Advisors
Kentucky
$377K
CCB
108
Country Club Bank
Missouri
$376K -$7.9K -174 -2%
GAM
109
Griffin Asset Management
New York
$374K +$7.87K +174 +2%
AAS
110
Avantax Advisory Services
Texas
$373K -$8.77K -194 -2%
MFG
111
Magnus Financial Group
New York
$371K -$6.83K -151 -2%
CRC
112
Curi RMB Capital
Illinois
$368K +$368K +8,146 New
WANY
113
Wealthspire Advisors (New York)
New York
$344K +$9.86K +218 +3%
MWM
114
Meridian Wealth Management
Kentucky
$341K -$35.5K -785 -9%
BWP
115
Bernardo Wealth Planning
Pennsylvania
$337K -$14.5K -321 -4%
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$336K -$58K -1,283 -15%
CIA
117
Capital Investment Advisors
Georgia
$333K -$13K -288 -4%
RWP
118
RWA Wealth Partners
Massachusetts
$321K -$271 -6 -0.1%
LCG
119
Lakeshore Capital Group
Illinois
$315K +$50K +1,106 +19%
LCM
120
Lazari Capital Management
California
$314K
EL
121
EQ LLC
Washington
$311K -$221K -4,897 -42%
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$306K
AWM
123
Apollon Wealth Management
South Carolina
$303K -$32.5K -718 -10%
CPIG
124
Chicago Partners Investment Group
Illinois
$301K -$11.7K -255 -4%
KG
125
Kilter Group
New York
$301K