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iShares US Energy ETF

332 hedge funds and large institutions have $1.02B invested in iShares US Energy ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6.53% more ownership

Funds ownership: 52.72%59.25% (+6.5%)

Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$764K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
101
Blue Trust Inc
Georgia
$888K
GBT
102
Grove Bank & Trust
Florida
$881K
DC
103
Davenport & Co
Virginia
$860K
FFS
104
Founders Financial Securities
Maryland
$859K
SB
105
Strategic Blueprint
Georgia
$827K
TWM
106
Tradition Wealth Management
Minnesota
$823K
FFA
107
Farther Finance Advisors
California
$817K
NA
108
Navellier & Associates
Nevada
$790K
SEIA
109
Signature Estate & Investment Advisors
California
$780K
NWA
110
Northwest Wealth Advisors
Washington
$777K
PA
111
PFG Advisors
Arizona
$761K
FWIA
112
Fort Washington Investment Advisors
Ohio
$758K
WANY
113
Wealthspire Advisors (New York)
New York
$757K
CIC
114
Concord Investment Counsel
California
$703K
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$693K
FPGK
116
Financial Partners Group (Kansas)
Kansas
$685K
EAM
117
Empirical Asset Management
Massachusetts
$664K
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$651K
BCV
119
Banque Cantonale Vaudoise
Switzerland
$648K
JSW
120
Journey Strategic Wealth
New Jersey
$646K
APA
121
Astoria Portfolio Advisors
New York
$641K
KNW
122
Kesler Norman & Wride
Utah
$629K
GC
123
Grimes & Company
Massachusetts
$621K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$613K
CW
125
CrossGen Wealth
North Carolina
$595K