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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 %
Morgan Stanley
1
Morgan Stanley
New York
$104M +$296K +6,013 +0.3%
PCH
2
PGIM Custom Harvest
New Jersey
$73.3M +$1.65M +33,368 +2%
Bank of America
3
Bank of America
North Carolina
$59.5M -$1.49M -30,287 -2%
Wells Fargo
4
Wells Fargo
California
$52M +$240K +4,872 +0.5%
UBS Group
5
UBS Group
Switzerland
$40.9M -$4.28M -86,898 -9%
Goldman Sachs
6
Goldman Sachs
New York
$30.7M
LPL Financial
7
LPL Financial
California
$30M -$1.69M -34,374 -5%
Ameriprise
8
Ameriprise
Minnesota
$19.6M +$5.15M +104,406 +36%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18.1M +$850K +17,249 +5%
BRCM
10
Bright Rock Capital Management
Massachusetts
$14.8M
MML Investors Services
11
MML Investors Services
Massachusetts
$12.1M +$282K +5,725 +2%
CAG
12
Crestwood Advisors Group
Massachusetts
$10.9M -$258K -5,233 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$10M -$12.4M -251,674 -55%
Raymond James Financial
14
Raymond James Financial
Florida
$9.96M -$1.08M -21,866 -10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.55M +$2.28M +46,204 +31%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$9.15M +$698K +14,166 +8%
Mariner
17
Mariner
Kansas
$7.85M +$62.9K +1,277 +0.8%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.03M +$849K +17,201 +16%
ANTB
19
AMG National Trust Bank
Colorado
$5.87M -$1.08M -21,809 -15%
SFC
20
Summit Financial Consulting
Michigan
$5.56M +$5.56M +112,711 New
KAS
21
Kestra Advisory Services
Texas
$5.49M +$2.95M +59,903 +116%
HH
22
Hilltop Holdings
Texas
$4.17M +$427K +8,660 +11%
SMFG
23
Sumitomo Mitsui Financial Group
Japan
$4.01M -$238K -4,829 -6%
Stifel Financial
24
Stifel Financial
Missouri
$3.48M +$1.27M +25,701 +57%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$3.31M -$393K -7,972 -11%