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iShares US Energy ETF

131 hedge funds and large institutions have $1.54B invested in iShares US Energy ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.32%
New
22
Increased
56
Reduced
28
Closed
13
Calls
$706K
Puts
$2.87M
Net Calls
-$2.16M
Net Calls Change
+$8.44M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
101
Optimum Investment Advisors
Illinois
$125K
WA
102
WFG Advisors
Texas
$124K -$5.57M -109,669 -98%
USGIU
103
U.S. Global Investors (USGI)
Texas
$115K +$115K +2,270 New
PSUF
104
People's United Financial
Connecticut
$108K
MFS
105
MSI Financial Services
Massachusetts
$90K +$7.42K +146 +9%
SFSIG
106
San Francisco Sentry Investment Group
California
$81K +$7.41K +145 +10%
FNBT
107
FineMark National Bank & Trust
Florida
$76K
DSC
108
Duncker Streett & Co
Missouri
$75K
BCI
109
Brinker Capital Investments
Pennsylvania
$58K -$810K -15,901 -93%
BPBT
110
Boston Private Bank & Trust
Massachusetts
$52K
CA
111
CapWealth Advisors
Tennessee
$41K
PSI
112
Pinnacle Summer Investments
Virginia
$32K
JFA
113
JNBA Financial Advisors
Minnesota
$31K
NSIM
114
North Star Investment Management
Illinois
$31K +$31K +600 New
CG
115
Colony Group
Massachusetts
$30K +$17.5K +345 +140%
KIG
116
Kessler Investment Group
Indiana
$28K
BAM
117
Barrett Asset Management
New York
$26K +$26K +510 New
MA
118
MUFG Americas
New York
$19K
S
119
SignatureFD
Georgia
$19K +$19K +367 New
WA
120
Winfield Associates
Ohio
$15K -$15K -300 -50%
CHC
121
City Holding Co
West Virginia
$15K
RFA
122
Reilly Financial Advisors
California
$12K -$6.18K -123 -34%
SF
123
Synovus Financial
Georgia
$10K
PAS
124
Partnervest Advisory Services
California
$10K +$5K +100 +100%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$8K