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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 %
WP
201
WealthShield Partners
North Carolina
$203K -$135K -3,140 -40%
RIA
202
Regal Investment Advisors
Michigan
$201K
OWA
203
Outlook Wealth Advisors
Texas
$201K -$7.05M -164,506 -97%
AWM
204
Avior Wealth Management
Nebraska
$191K -$428 -10 -0.2%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$179K +$41.9K +978 +30%
BC
206
Bartlett & Co
Ohio
$174K
BCWM
207
Bartlett & Co Wealth Management
Ohio
$174K
IWP
208
Icon Wealth Partners
Texas
$172K -$471 -11 -0.3%
GRP
209
Global Retirement Partners
California
$169K -$3.04K -71 -2%
CF
210
Centaurus Financial
California
$165K -$88.1K -2,061 -35%
US Bancorp
211
US Bancorp
Minnesota
$157K
IRC
212
Investors Research Corp
Georgia
$131K
HCM
213
Hollencrest Capital Management
California
$128K
TSWM
214
Tyler-Stone Wealth Management
Ohio
$122K +$122K +2,850 New
WTC
215
WhitTier Trust Company
Nevada
$117K
BAM
216
Bellevue Asset Management
Washington
$117K +$129 +3 +0.1%
KM
217
Kalos Management
Georgia
$115K +$8.14K +190 +8%
SWA
218
SOA Wealth Advisors
New York
$108K +$514 +12 +0.5%
IA
219
IFP Advisors
Florida
$107K -$112K -2,624 -51%
Simplex Trading
220
Simplex Trading
Illinois
$103K +$7.4K +173 +8%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$99K
MA
222
Montag & Associates
Georgia
$82K +$82K +1,913 New
GJIA
223
Glass Jacobson Investment Advisors
Maryland
$81.5K +$81.5K +1,903 New
MPCG
224
Matrix Private Capital Group
New York
$81K
CSWM
225
Cassady Schiller Wealth Management
Ohio
$75K +$8.57K +200 +13%