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iShares US Energy ETF

122 hedge funds and large institutions have $463M invested in iShares US Energy ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 28 closing their positions.

Holders
122
Holders Change
-17
Holders Change %
-12.23%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
11
Increased
34
Reduced
46
Closed
28
Calls
$3.83M
Puts
$3.72M
Net Calls
+$114K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
76
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$255K
KIA
77
KCM Investment Advisors
California
$248K +$154 +3 +0.1%
William Blair & Company
78
William Blair & Company
Illinois
$239K -$9.3K -181 -4%
AllianceBernstein
79
AllianceBernstein
Tennessee
$238K
FA
80
FDx Advisors
Illinois
$227K -$451K -8,741 -67%
BCM
81
Brookstone Capital Management
Illinois
$225K -$2.08M -40,390 -90%
PSUF
82
People's United Financial
Connecticut
$216K
CIC
83
Carnegie Investment Counsel
Ohio
$214K
BUB
84
BBVA USA Bancshares
Texas
$211K -$37.6K -730 -15%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$209K +$209K +4,053 New
CCT
86
Chemung Canal Trust
New York
$205K
SSB
87
Sandy Spring Bank
Maryland
$201K +$18K +349 +10%
KTC
88
Kistler-Tiffany Companies
Pennsylvania
$177K
US Bancorp
89
US Bancorp
Minnesota
$177K +$1.8K +35 +1%
AssetMark Inc
90
AssetMark Inc
California
$176K -$69.1M -1,342,319 -100%
AWM
91
Avior Wealth Management
Nebraska
$166K
ST
92
Spot Trading
Illinois
$163K +$163K +3,172 New
LWM
93
LBA Wealth Management
Florida
$150K -$13.9K -270 -8%
OIA
94
Optimum Investment Advisors
Illinois
$141K
NFG
95
Next Financial Group
Texas
$120K +$120K +2,321 New
SFSIG
96
San Francisco Sentry Investment Group
California
$107K +$26.8K +520 +33%
NES
97
New England Securities
New York
$99K -$287K -5,566 -74%
WA
98
WFG Advisors
Texas
$88K -$21.8K -423 -20%
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$82K
S
100
SignatureFD
Georgia
$81K +$81K +1,568 New