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iShares US Energy ETF

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
176
International Assets Investment Management
Florida
$272K -$82.9K -1,880 -23%
SFP
177
Sweet Financial Partners
Minnesota
$265K
CW
178
CreativeOne Wealth
Kansas
$260K +$260K +5,889 New
CCWM
179
Cassaday & Co Wealth Management
Virginia
$260K
MMPW
180
Mitchell McLeod Pugh & Williams
Alabama
$252K
RIA
181
Regal Investment Advisors
Michigan
$249K +$41.3K +937 +20%
NCM
182
Next Capital Management
New York
$243K
CCA
183
Cora Capital Advisors
New Jersey
$243K
EG
184
Ellerson Group
Maryland
$243K
GWM
185
Greenwich Wealth Management
Connecticut
$237K +$1.28K +29 +0.5%
TCA
186
Transcend Capital Advisors
New Jersey
$237K +$237K +5,371 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$234K -$59.5K -1,320 -20%
KDA
188
Kraft Davis & Associates
Missouri
$233K
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$232K +$232K +5,258 New
Fidelity Investments
190
Fidelity Investments
Massachusetts
$230K +$25.6K +581 +13%
SG
191
StoneX Group
New York
$230K +$6.31K +143 +3%
SAG
192
SageView Advisory Group
California
$229K
RJT
193
Raymond James Trust
Florida
$228K
WAL
194
W Advisors LLC
Tennessee
$227K +$227K +5,141 New
GFPC
195
Global Financial Private Client
Florida
$224K
BPA
196
Beacon Pointe Advisors
California
$223K -$2.78K -63 -1%
Brown Advisory
197
Brown Advisory
Maryland
$221K
FCBT
198
First Citizens Bank & Trust
North Carolina
$221K
FCA
199
FLC Capital Advisors
California
$213K -$4.81K -109 -2%
RIA
200
Realta Investment Advisors
Delaware
$204K +$62.3K +1,412 +44%