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iShares US Energy ETF

158 hedge funds and large institutions have $274M invested in iShares US Energy ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-21
Holders Change %
-11.73%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
65
Closed
33
Calls
$2.21M
Puts
$652K
Net Calls
+$1.56M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$240K -$3.01K -95 -1%
MCM
77
Murphy Capital Management
New Jersey
$231K -$26.2K -825 -10%
FAAS
78
First Allied Advisory Services
California
$227K -$27.6K -871 -11%
OC
79
Oppenheimer & Co
New York
$218K -$1.09M -34,434 -83%
LNC
80
Lincoln National Corp
Pennsylvania
$217K +$9.81K +309 +5%
CIA
81
CSat Investment Advisory
Michigan
$216K +$32.7K +1,030 +18%
Brown Advisory
82
Brown Advisory
Maryland
$208K -$47K -1,483 -18%
SIM
83
SSI Investment Management
California
$208K
BAM
84
Belpointe Asset Management
Nevada
$196K +$2.67K +84 +1%
CC
85
Cassaday & Co
Virginia
$187K
William Blair & Company
86
William Blair & Company
Illinois
$185K -$28K -879 -13%
SMFG
87
Sumitomo Mitsui Financial Group
Japan
$176K -$9K -284 -5%
NIC
88
Northwest Investment Counselors
Oregon
$166K +$166K +5,238 New
First Manhattan
89
First Manhattan
New York
$165K
SPIA
90
Steward Partners Investment Advisory
New York
$161K -$3.52K -111 -2%
LWCFA
91
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$157K
VNA
92
Valley National Advisers
Pennsylvania
$145K
US Bancorp
93
US Bancorp
Minnesota
$143K -$10.2K -320 -7%
AIC
94
Ameritas Investment Company
Nebraska
$95K +$95K +2,996 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$93K -$2.76K -87 -3%
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$92K
APA
97
American Portfolios Advisors
New York
$88K
VFA
98
Valeo Financial Advisors
Indiana
$86K -$1.31K -41 -1%
SFS
99
Sowell Financial Services
Arkansas
$83K +$83K +2,617 New
AA
100
Advisory Alpha
Michigan
$82.4K +$82.4K +2,725 New