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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
CCA
126
Cadent Capital Advisors
Oklahoma
$584K
VCM
127
Vivaldi Capital Management
Illinois
$581K
MWM
128
Meridian Wealth Management
Kentucky
$575K
NCM
129
Narwhal Capital Management
Georgia
$572K
SB
130
Simmons Bank
Arkansas
$566K
Balyasny Asset Management
131
Balyasny Asset Management
Illinois
$566K
BCM
132
Brookstone Capital Management
Illinois
$547K
LAM
133
Lifestyle Asset Management
Texas
$541K
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$540K
MA
135
MCF Advisors
Kentucky
$540K
UCFA
136
United Capital Financial Advisors
Texas
$537K
KPWS
137
Kestra Private Wealth Services
Texas
$536K
EH
138
Equitable Holdings
New York
$532K
TPWA
139
TRUE Private Wealth Advisors
Oregon
$532K
YWM
140
Yukon Wealth Management
Kansas
$531K
IWC
141
Integrated Wealth Concepts
Massachusetts
$530K
CRC
142
Curi RMB Capital
Illinois
$528K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$526K
MFG
144
Magnus Financial Group
New York
$518K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$517K
SFS
146
Symphony Financial Services
Ohio
$514K
AC
147
AlphaCore Capital
California
$503K
AOWM
148
Asset One Wealth Management
Washington
$499K
GAM
149
Griffin Asset Management
New York
$498K
CPIG
150
Chicago Partners Investment Group
Illinois
$480K