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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 %
LFG
201
Larson Financial Group
Missouri
$111K +$64.2K +1,303 +138%
GWM
202
Geneos Wealth Management
Colorado
$106K +$77.6K +1,575 +274%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$97.7K +$39.1K +794 +67%
GJIA
204
Glass Jacobson Investment Advisors
Maryland
$96.4K
MPCG
205
Matrix Private Capital Group
New York
$93.2K
PA
206
Pineridge Advisors
Missouri
$84.2K +$592 +12 +0.7%
IA
207
IFP Advisors
Florida
$81.6K +$690 +14 +0.9%
WP
208
WealthShield Partners
North Carolina
$77.3K +$48.8K +990 +172%
SWA
209
SOA Wealth Advisors
New York
$72.3K +$493 +10 +0.7%
VWWMG
210
Vermillion & White Wealth Management Group
Pennsylvania
$60.4K -$4.78K -97 -7%
NEWAS
211
N.E.W. Advisory Services
Wisconsin
$57.3K +$57.3K +1,163 New
AEPWM
212
Atlantic Edge Private Wealth Management
Florida
$56.2K
S
213
SignatureFD
Georgia
$54.2K
RDFA
214
Ritter Daniher Financial Advisory
Ohio
$51.8K
PAG
215
Paladin Advisory Group
Iowa
$50.5K
NB
216
NBT Bank
New York
$49.4K -$6.16K -125 -11%
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.3K
AF
218
Allworth Financial
California
$48.9K
PA
219
Parallel Advisors
California
$47.2K
HWA
220
HHM Wealth Advisors
Tennessee
$41.9K
HI
221
Harbour Investments
Wisconsin
$41.8K
SIS
222
Sound Income Strategies
Florida
$41.5K
CA
223
Clearstead Advisors
Ohio
$41.4K +$246 +5 +0.6%
MCM
224
MAI Capital Management
Ohio
$40.9K +$49 +1 +0.1%
CPG
225
Cornerstone Planning Group
New Jersey
$40.6K +$35.1K +816 +633%