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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 %
NCM
151
Next Capital Management
New York
$271K
SWM
152
Spire Wealth Management
Virginia
$270K -$2.27K -46 -0.8%
GWM
153
Greenwich Wealth Management
Connecticut
$265K
GAM
154
Gotham Asset Management
New York
$262K +$262K +5,308 New
PHS
155
Pekin Hardy Strauss
Illinois
$260K
OWA
156
One Wealth Advisors
California
$258K -$292K -5,915 -53%
CA
157
Claro Advisors
Massachusetts
$252K -$111K -2,246 -31%
GT
158
Glenview Trust
Kentucky
$251K -$1.83M -37,024 -88%
ASN
159
Advisory Services Network
Georgia
$249K -$42.3K -859 -15%
CA
160
CoreCap Advisors
Michigan
$248K +$986 +20 +0.4%
FCBT
161
First Citizens Bank & Trust
North Carolina
$247K
MBT
162
Montecito Bank & Trust
California
$246K -$65.6K -1,330 -21%
GFPC
163
Global Financial Private Client
Florida
$246K -$542 -11 -0.2%
ICP
164
Interchange Capital Partners
Pennsylvania
$244K +$244K +4,948 New
BPA
165
Beacon Pointe Advisors
California
$241K -$1.38K -28 -0.6%
CWM
166
Congress Wealth Management
Massachusetts
$241K +$241K +4,887 New
SI
167
Saxon Interests
Texas
$236K +$236K +4,787 New
VA
168
Valmark Advisers
Ohio
$232K +$6.16K +125 +3%
William Blair & Company
169
William Blair & Company
Illinois
$231K -$16.2K -329 -7%
KDA
170
Kraft Davis & Associates
Missouri
$229K
VCM
171
Virtue Capital Management
Tennessee
$229K -$56.4K -1,144 -20%
MSWMA
172
Market Street Wealth Management Advisors
Indiana
$221K -$85.6K -1,736 -28%
CIA
173
Concurrent Investment Advisors
Florida
$218K +$218K +4,426 New
VWM
174
Venturi Wealth Management
Texas
$217K +$217K +4,400 New
AWM
175
AE Wealth Management
Kansas
$217K -$11.6K -236 -5%