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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 %
LF
176
Lantz Financial
Illinois
$241K -$15.6K -364 -6%
GFP
177
Gryphon Financial Partners
Ohio
$240K
BPC
178
Banque Pictet & Cie
Switzerland
$239K
CCA
179
Cora Capital Advisors
New Jersey
$236K
NCM
180
Next Capital Management
New York
$236K
EG
181
Ellerson Group
Maryland
$236K +$236K +5,500 New
RJT
182
Raymond James Trust
Florida
$235K -$150K -3,495 -39%
CWM
183
C2C Wealth Management
Arizona
$234K +$234K +5,410 New
CCFM
184
Clear Creek Financial Management
Washington
$234K -$2.96K -69 -1%
GWM
185
Greenwich Wealth Management
Connecticut
$229K +$987 +23 +0.4%
TSS
186
Two Sigma Securities
New York
$228K -$68.7K -1,603 -23%
SWP
187
ShoreHaven Wealth Partners
New Jersey
$227K -$72.3K -1,687 -24%
VVP
188
Venture Visionary Partners
Ohio
$226K -$204K -4,761 -47%
VCP
189
Verus Capital Partners
Arizona
$226K +$1.33K +31 +0.6%
Lido Advisors
190
Lido Advisors
California
$225K +$225K +5,250 New
BPA
191
Beacon Pointe Advisors
California
$220K -$10.6K -247 -5%
GFPC
192
Global Financial Private Client
Florida
$218K -$6.71K -156 -3%
VA
193
Valmark Advisers
Ohio
$215K -$55.5K -1,296 -20%
Brown Advisory
194
Brown Advisory
Maryland
$215K
FCBT
195
First Citizens Bank & Trust
North Carolina
$214K
KA
196
Kovack Advisors
Florida
$213K -$33.3K -777 -14%
FCA
197
FLC Capital Advisors
California
$211K -$17.2K -402 -8%
PA
198
Parallel Advisors
California
$208K -$24.3K -567 -10%
RIA
199
Realta Investment Advisors
Delaware
$207K +$4.46K +104 +2%
QPWM
200
Quadrant Private Wealth Management
Pennsylvania
$207K -$21.8K -510 -10%