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iShares US Energy ETF

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$91K -$7.88K -200 -8%
AssetMark Inc
277
AssetMark Inc
California
$89K +$61.5K +1,562 +223%
NF
278
Norwood Financial
Pennsylvania
$73K
VWM
279
Valley Wealth Managers
New Jersey
$67K -$23.5K -598 -26%
CAL
280
Capital Analysts LLC
Pennsylvania
$63K -$98.2K -2,513 -61%
HI
281
Harbour Investments
Wisconsin
$61K
BC
282
Burleson & Co
California
$61K +$61K +1,541 New
HWMA
283
Heritage Wealth Management (Arizona)
Arizona
$57K +$57K +1,443 New
AWM
284
Avior Wealth Management
Nebraska
$52K +$7.79K +200 +18%
EWA
285
EverSource Wealth Advisors
Alabama
$51K -$125K -3,133 -71%
AF
286
Advisornet Financial
Minnesota
$51K -$99.5K -2,551 -66%
First Manhattan
287
First Manhattan
New York
$51K -$194 -5 -0.4%
AA
288
AlphaMark Advisors
Kentucky
$48K
TAM
289
Tucker Asset Management
Colorado
$46K -$4.88K -101 -10%
CCM
290
Covington Capital Management
California
$45K
BWA
291
BDO Wealth Advisors
Florida
$45K
FFA
292
Founders Financial Alliance
North Carolina
$42K -$141K -3,536 -77%
ACM
293
Absolute Capital Management
Pennsylvania
$35.8K +$35.8K +902 New
PTC
294
Private Trust Company
Ohio
$35K -$66.8K -1,709 -66%
TFGT
295
TS Financial Group (TSFG)
Illinois
$34K
KFS
296
Kelly Financial Services
Massachusetts
$32.2K -$54.3K -1,380 -63%
CA
297
Clearstead Advisors
Ohio
$31K +$355 +9 +1%
APW
298
Axim Planning & Wealth
Ohio
$30K +$29K +735 +2,940%
NFSG
299
Newbridge Financial Services Group
Florida
$29K
S
300
SignatureFD
Georgia
$28K