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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 %
MFG
126
Magnus Financial Group
New York
$414K -$26K -606 -6%
PCA
127
Prosperity Capital Advisors
Ohio
$407K -$78.6K -1,835 -16%
CFGS
128
Concourse Financial Group Securities
Alabama
$406K -$177K -4,135 -30%
MC
129
Moors & Cabot
Massachusetts
$398K +$12.2K +285 +3%
SPC
130
Sigma Planning Corp
Michigan
$396K -$49.7K -1,159 -11%
SB
131
Simmons Bank
Arkansas
$393K
AWM
132
Apollon Wealth Management
South Carolina
$388K -$691K -16,134 -64%
NCM
133
Narwhal Capital Management
Georgia
$378K
I
134
INVST
Indiana
$377K
MA
135
MCF Advisors
Kentucky
$357K
FWCM
136
Ferguson Wellman Capital Management
Oregon
$357K
SS
137
Simplicity Solutions
Minnesota
$353K -$5.78K -135 -2%
BFG
138
Bleakley Financial Group
New Jersey
$353K -$5.78K -135 -2%
CAG
139
Csenge Advisory Group
Florida
$350K -$771 -18 -0.2%
LWM
140
Liberty Wealth Management
California
$349K -$42K -981 -11%
EP
141
Eudaimonia Partners
Tennessee
$348K
PGFC
142
Peapack-Gladstone Financial Corp
New Jersey
$347K -$51.5K -1,200 -13%
William Blair & Company
143
William Blair & Company
Illinois
$344K +$471 +11 +0.1%
BCM
144
Brookstone Capital Management
Illinois
$342K -$413K -9,677 -55%
MFA
145
Mayflower Financial Advisors
Massachusetts
$339K -$6K -140 -2%
WCM
146
WealthBridge Capital Management
Ohio
$334K -$18K -419 -5%
AWA
147
Arkadios Wealth Advisors
Georgia
$331K +$8.61K +201 +3%
JFG
148
JMG Financial Group
Illinois
$330K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$323K -$18.3K -427 -5%
FAM
150
Family Asset Management
South Carolina
$321K -$216K -5,039 -40%