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iShares US Energy ETF

159 hedge funds and large institutions have $163M invested in iShares US Energy ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-19
Holders Change %
-10.67%
% of All Funds
3.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
41
Reduced
45
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPIC
51
LeJeune Puetz Investment Counsel
Michigan
$239K +$239K +15,600 New
DC
52
Davenport & Co
Virginia
$236K +$15K +984 +7%
MAM
53
Marotta Asset Management
Virginia
$226K +$226K +15,500 New
CIA
54
Capital Investment Advisors
Georgia
$224K -$7.14K -466 -3%
FPGK
55
Financial Partners Group (Kansas)
Kansas
$222K +$28K +1,922 +14%
GT
56
Glenview Trust
Kentucky
$219K +$219K +14,272 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$215K +$215K +14,019 New
FAAS
58
First Allied Advisory Services
California
$202K +$202K +13,212 New
CCT
59
Country Club Trust
Missouri
$199K +$88.9K +5,881 +81%
MML Investors Services
60
MML Investors Services
Massachusetts
$191K +$30.3K +1,979 +19%
Calamos Advisors
61
Calamos Advisors
Illinois
$187K +$187K +12,200 New
Truist Financial
62
Truist Financial
North Carolina
$180K +$2.33K +152 +1%
XS
63
XR Securities
Illinois
$176K +$176K +11,471 New
CAN
64
Claraphi Advisory Network
United States
$174K -$2.67K -175 -2%
CAM
65
Concorde Asset Management
Michigan
$172K +$172K +11,245 New
HighTower Advisors
66
HighTower Advisors
Illinois
$169K +$169K +10,972 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$164K +$11.9K +781 +8%
CWM
68
Cranbrook Wealth Management
Michigan
$163K -$170K -11,071 -51%
CC
69
Callan Capital
California
$163K -$49.2K -3,222 -23%
TSS
70
Two Sigma Securities
New York
$159K -$30K -1,952 -16%
SB
71
Simmons Bank
Arkansas
$154K -$123K -8,000 -44%
ASN
72
Advisory Services Network
Georgia
$135K -$872K -57,157 -87%
GWM
73
Geneos Wealth Management
Colorado
$123K -$52.1K -3,506 -30%
TPWA
74
TRUE Private Wealth Advisors
Oregon
$123K +$123K +8,099 New
CIA
75
CSat Investment Advisory
Michigan
$117K +$5.19K +340 +5%