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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
CIA
151
Capital Investment Advisors
Georgia
$475K
MFA
152
Mayflower Financial Advisors
Massachusetts
$468K
DWM
153
Dakota Wealth Management
Florida
$463K
RWP
154
RWA Wealth Partners
Massachusetts
$460K
CWM
155
Chemistry Wealth Management
New York
$452K
LCM
156
Lazari Capital Management
California
$450K
CC
157
Clearwave Capital
California
$450K
AAS
158
Ameritas Advisory Services
Nebraska
$448K
CAM
159
Cresset Asset Management
Illinois
$447K
LCG
160
Lakeshore Capital Group
Illinois
$445K
MCA
161
Millennium Capital Advisors
Arkansas
$442K
BWP
162
Bernardo Wealth Planning
Pennsylvania
$442K
KG
163
Kilter Group
New York
$431K
AI
164
Atria Investments
North Carolina
$423K
PHS
165
Pekin Hardy Strauss
Illinois
$416K
SPC
166
Sigma Planning Corp
Michigan
$395K
AP
167
Appleton Partners
Massachusetts
$394K
Jane Street
168
Jane Street
New York
$390K
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$387K
SWM
170
Spire Wealth Management
Virginia
$386K
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$385K
FNBOO
172
First National Bank of Omaha
Nebraska
$383K
CCWM
173
Cassaday & Co Wealth Management
Virginia
$381K
TCA
174
Transcend Capital Advisors
New Jersey
$379K
PGFC
175
Peapack-Gladstone Financial Corp
New Jersey
$374K