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iShares US Energy ETF

295 hedge funds and large institutions have $674M invested in iShares US Energy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
295
Holders Change
-12
Holders Change %
-3.91%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
92
Reduced
104
Closed
32
Calls
$811K
Puts
$58K
Net Calls
+$753K
Net Calls Change
-$962K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$97.4M 2,029,219 -16,165 -0.8%
PCH
2
PGIM Custom Harvest
New Jersey
$71.2M 1,483,095 +37,235 +3%
Bank of America
3
Bank of America
North Carolina
$70.1M 1,459,608 -2,007 -0.1%
Wells Fargo
4
Wells Fargo
California
$47.5M 989,415 +4,198 +0.4%
UBS Group
5
UBS Group
Switzerland
$29.7M 619,481 +22,826 +4%
LPL Financial
6
LPL Financial
California
$28.5M 593,267 +177,773 +43%
Goldman Sachs
7
Goldman Sachs
New York
$28M 582,774 -31,212 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.6M 470,524 -17,335 -4%
BRCM
9
Bright Rock Capital Management
Massachusetts
$14.4M 300,000
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$12.4M 258,394 -29,654 -10%
CAG
11
Crestwood Advisors Group
Massachusetts
$11.6M 242,226 -2,573 -1%
Ameriprise
12
Ameriprise
Minnesota
$9.46M 197,059 -26,724 -12%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.4M 174,967 +3,821 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.35M 173,909 -8,065 -4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$8.1M 168,673 -2,941 -2%
Mariner
16
Mariner
Kansas
$7.56M 157,593 +3,229 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.38M 153,568 -32,921 -18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.95M 144,693 +667 +0.5%
ANTB
19
AMG National Trust Bank
Colorado
$6.85M 142,787 +3,407 +2%
BA
20
Bellwether Advisors
Nebraska
$5.41M 112,732 +5,340 +5%
SMFG
21
Sumitomo Mitsui Financial Group
Japan
$5.12M 106,651 +2,475 +2%
RJA
22
Raymond James & Associates
Florida
$3.94M 82,105 -1,745 -2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$3.91M 81,382 -9,114 -10%
Citadel Advisors
24
Citadel Advisors
Florida
$3.78M 78,743 +11,824 +18%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.59M 74,684 +4,172 +6%