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iShares US Energy ETF

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
Net Calls
+$3.47M
Net Calls Change
+$2.87M
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$687M 23,631,377 +4,091,030 +21%
BlackRock
2
BlackRock
New York
$197M 6,761,623 +1,347,142 +25%
Morgan Stanley
3
Morgan Stanley
New York
$189M 6,492,591 +1,666,906 +35%
LPL Financial
4
LPL Financial
California
$126M 4,346,252 +793,783 +22%
Bank of America
5
Bank of America
North Carolina
$101M 3,467,229 -1,533 -0%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$80.8M 2,779,200
PAS
7
Park Avenue Securities
New York
$76.3M 2,624,123 +437,641 +20%
Osaic Holdings
8
Osaic Holdings
Arizona
$74.9M 2,573,643 +500,663 +24%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$48.3M 1,660,240 +180,186 +12%
UBS Group
10
UBS Group
Switzerland
$38.3M 1,317,445 +489,981 +59%
Wells Fargo
11
Wells Fargo
California
$36.9M 1,268,232 +318,628 +34%
MML Investors Services
12
MML Investors Services
Massachusetts
$34.5M 1,184,712 +241,965 +26%
5L
13
55I LLC
Massachusetts
$31.7M 1,088,817 +449,730 +70%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.7M 813,672 +419,258 +106%
Ameriprise
15
Ameriprise
Minnesota
$22.7M 782,304 +561,468 +254%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$21M 723,260 +212,307 +42%
B
17
Barings
North Carolina
$19M 653,518 +653,518 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$17M 586,081 +110,285 +23%
BCM
19
Brookstone Capital Management
Illinois
$14.8M 522,244 +32,001 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14.7M 506,103 +88,963 +21%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$13.7M 401,015 +54,735 +16%
Goldman Sachs
22
Goldman Sachs
New York
$12.8M 438,615 +87,851 +25%
MC
23
McMorgan & Co
California
$12.1M 417,561 +417,561 New
M&T Bank
24
M&T Bank
New York
$11.7M 402,827 +220 +0.1%
WP
25
WealthSource Partners
California
$11.4M 390,582 +66,695 +21%