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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 %
YIH
176
Y-Intercept (HK)
Hong Kong
$213K +$213K +4,324 New
GIA
177
Gladstone Institutional Advisory
Florida
$213K +$213K +4,319 New
CL
178
Choreo LLC
Illinois
$211K -$15.2K -309 -7%
LPAM
179
Lodestar Private Asset Management
California
$209K +$209K +4,248 New
SB
180
Strategic Blueprint
Georgia
$209K -$152K -3,075 -42%
LF
181
Lantz Financial
Illinois
$207K +$207K +4,194 New
AWM
182
Aprio Wealth Management
Georgia
$206K +$206K +4,181 New
LL
183
LPWM LLC
Minnesota
$206K +$206K +4,177 New
MBI
184
May Barnhard Investments
Maryland
$203K +$203K +4,120 New
FWP
185
FAS Wealth Partners
Kansas
$203K +$1.18K +24 +0.6%
MA
186
Montag & Associates
Georgia
$189K
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$181K -$21.5K -436 -11%
FLP
188
Financial Life Planners
Arizona
$180K -$10.1K -204 -5%
ACA
189
Aptus Capital Advisors
Alabama
$167K -$119K -2,405 -42%
EWA
190
EP Wealth Advisors
California
$166K -$24.4K -494 -13%
CA
191
Continuum Advisory
Idaho
$156K -$26.2K -531 -14%
IRC
192
Investors Research Corp
Georgia
$150K
US Bancorp
193
US Bancorp
Minnesota
$148K
HCM
194
Hollencrest Capital Management
California
$147K
Q1WB
195
Quest 10 Wealth Builders
Virginia
$142K -$59.6K -1,208 -30%
GSWM
196
Golden State Wealth Management
California
$131K +$2.37K +48 +2%
FFA
197
Farther Finance Advisors
California
$125K +$4.81K +97 +4%
BlackRock
198
BlackRock
New York
$120K +$49.7K +1,009 +71%
BAM
199
Bellevue Asset Management
Washington
$113K +$6.46K +131 +6%
PS
200
Principal Securities
Iowa
$111K