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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M 2,302,291 +11,634 +0.5%
PCH
2
PGIM Custom Harvest
New Jersey
$68.6M 1,446,210 -7,149 -0.5%
Bank of America
3
Bank of America
North Carolina
$67.2M 1,417,216 +21,196 +2%
Wells Fargo
4
Wells Fargo
California
$45.9M 968,063 -30,186 -3%
UBS Group
5
UBS Group
Switzerland
$31M 654,198 -22,331 -3%
Goldman Sachs
6
Goldman Sachs
New York
$29.6M 624,003 +62,825 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$23M 485,756 -89,040 -15%
LPL Financial
8
LPL Financial
California
$19.8M 417,041 -35,873 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$17.7M 372,839 +98,971 +36%
BRCM
10
Bright Rock Capital Management
Massachusetts
$14.2M 300,000
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.3M 259,544 -42,493 -14%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.53M 200,836 -28,567 -12%
BA
13
Bellwether Advisors
Nebraska
$9.17M 193,319 +193,319 New
Ameriprise
14
Ameriprise
Minnesota
$8.26M 174,247 -18,234 -9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.06M 170,002 +12,864 +8%
Mariner
16
Mariner
Kansas
$6.96M 146,675 +5,709 +4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$6.95M 146,541 +12,359 +9%
CAN
18
Cetera Advisor Networks
California
$6.88M 144,995 -10,364 -7%
RJA
19
Raymond James & Associates
Florida
$6.39M 134,801 +10,305 +8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.25M 131,851 +47,115 +56%
ANTB
21
AMG National Trust Bank
Colorado
$5.69M 119,963 +6,925 +6%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$5.41M 113,980 +88,545 +348%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.28M 111,223 -22,726 -17%
SMFG
24
Sumitomo Mitsui Financial Group
Japan
$5.16M 108,861 -5,160 -5%
RSWM
25
Robertson Stephens Wealth Management
California
$5.04M 105,487 +105,487 New