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iShares US Energy ETF

268 hedge funds and large institutions have $631M invested in iShares US Energy ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-26
Holders Change %
-8.84%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
70
Reduced
98
Closed
45
Calls
$366K
Puts
Net Calls
+$366K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Shares
Change %
NB
201
NBT Bank
New York
$43.6K -$1.76K -39 -4%
PA
202
Parallel Advisors
California
$43.3K
LFG
203
Larson Financial Group
Missouri
$42.9K -$58.6K -1,296 -58%
SIS
204
Sound Income Strategies
Florida
$41.6K +$3.48K +77 +9%
WSFS
205
Wilmington Savings Fund Society
Delaware
$39.6K +$19K +420 +92%
HWA
206
HHM Wealth Advisors
Tennessee
$38.4K
CA
207
Clearstead Advisors
Ohio
$38.2K +$226 +5 +0.6%
FMP
208
Financial Management Professionals
Texas
$37.3K
AG
209
AmeriFlex Group
Nevada
$34.4K +$228 +5 +0.7%
CSC
210
Caldwell Sutter Capital
California
$33.5K
BCMLT
211
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.6K +$136 +3 +0.6%
RWM
212
RMG Wealth Management
Wisconsin
$23K +$23K +500 New
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$22.9K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$22.6K
FFA
215
Founders Financial Alliance
North Carolina
$22.6K
LI
216
LRI Investments
Florida
$21.7K
RA
217
Rise Advisors
New York
$21.3K +$136 +3 +0.6%
PFM
218
Phillips Financial Management
Indiana
$20.7K
FRA
219
Front Row Advisors
California
$20.3K
WT
220
Whittier Trust
California
$19.6K
RFA
221
Register Financial Advisors
Georgia
$19.2K
HFS
222
Hantz Financial Services
Michigan
$19K +$19K +431 New
AF
223
Advisornet Financial
Minnesota
$16.3K +$45 +1 +0.3%
CWM
224
Centricity Wealth Management
Ohio
$16.3K
TFGT
225
TS Financial Group (TSFG)
Illinois
$16K