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iShares US Energy ETF

294 hedge funds and large institutions have $681M invested in iShares US Energy ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 94 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-8
Holders Change %
-2.65%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
81
Reduced
94
Closed
39
Calls
$419K
Puts
$49K
Net Calls
+$370K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
126
Lazari Capital Management
California
$343K
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$334K -$22.2K -450 -6%
MHR
128
Matthew Hamilton Rosenberg
$334K -$46.7K -947 -12%
KG
129
Kilter Group
New York
$328K
WPW
130
Watershed Private Wealth
Illinois
$324K -$6.26K -127 -2%
AP
131
Appleton Partners
Massachusetts
$322K
SWP
132
ShoreHaven Wealth Partners
New Jersey
$315K -$497K -10,070 -61%
CCWM
133
Cassaday & Co Wealth Management
Virginia
$310K +$20.2K +410 +7%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$308K +$29.3K +595 +11%
FWCM
135
Ferguson Wellman Capital Management
Oregon
$308K -$11.8M -239,279 -97%
GBT
136
Grove Bank & Trust
Florida
$304K
EG
137
Ellerson Group
Maryland
$296K -$123K -2,500 -29%
PA
138
Promethium Advisors
Maryland
$294K +$294K +5,973 New
CPIG
139
Chicago Partners Investment Group
Illinois
$290K +$40.9K +956 +16%
DA
140
Detalus Advisors
Missouri
$290K -$453K -9,191 -61%
TSWM
141
Tyler-Stone Wealth Management
Ohio
$289K +$1.92K +39 +0.7%
Cerity Partners
142
Cerity Partners
New York
$289K -$263K -5,338 -48%
LCG
143
Lakeshore Capital Group
Illinois
$289K +$289K +5,853 New
CWS
144
Cypress Wealth Services
California
$285K -$180K -3,646 -39%
BCM
145
Brookstone Capital Management
Illinois
$283K -$4.04K -82 -1%
MMPW
146
Mitchell McLeod Pugh & Williams
Alabama
$282K
GS
147
GWN Securities
Florida
$280K +$280K +6,158 New
SHFA
148
SC&H Financial Advisors
Maryland
$279K
UCFA
149
United Capital Financial Advisors
Texas
$276K
CCA
150
Cora Capital Advisors
New Jersey
$271K