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iShares US Energy ETF

301 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
201
Keebeck Wealth Management
Illinois
$205K -$89.5K -1,872 -30%
LPAM
202
Lodestar Private Asset Management
California
$201K +$201K +4,248 New
AWM
203
Avior Wealth Management
Nebraska
$194K -$16.6K -350 -8%
BC
204
Bartlett & Co
Ohio
$194K
BCWM
205
Bartlett & Co Wealth Management
Ohio
$194K
GRP
206
Global Retirement Partners
California
$182K +$5.07K +113 +3%
IWP
207
Icon Wealth Partners
Texas
$166K -$24.4K -515 -13%
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$159K +$159K +3,350 New
US Bancorp
209
US Bancorp
Minnesota
$154K -$19.4K -409 -11%
IRC
210
Investors Research Corp
Georgia
$145K
HCM
211
Hollencrest Capital Management
California
$141K
RIA
212
Realta Investment Advisors
Delaware
$138K -$69.4K -1,620 -33%
TSWM
213
Tyler-Stone Wealth Management
Ohio
$135K
WTC
214
WhitTier Trust Company
Nevada
$130K
BAM
215
Bellevue Asset Management
Washington
$129K
Citadel Advisors
216
Citadel Advisors
Florida
$129K -$3.07M -64,667 -96%
SWA
217
SOA Wealth Advisors
New York
$119K
IA
218
IFP Advisors
Florida
$118K -$380 -8 -0.3%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$110K
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$97.4K +$7.16K +151 +8%
USGIU
221
U.S. Global Investors (USGI)
Texas
$94.9K +$94.9K +2,000 New
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$94.8K +$94.8K +1,960 New
MA
223
Montag & Associates
Georgia
$91.4K
MPCG
224
Matrix Private Capital Group
New York
$90.3K
CSWM
225
Cassady Schiller Wealth Management
Ohio
$83K