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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 %
TFA
101
Transamerica Financial Advisors
Florida
$80K -$44.9M -871,369 -100%
FNBT
102
FineMark National Bank & Trust
Florida
$77K
DSC
103
Duncker Streett & Co
Missouri
$76K
BPBT
104
Boston Private Bank & Trust
Massachusetts
$52K
MHS
105
M Holdings Securities
Oregon
$45K +$45K +864 New
DADC
106
D.A. Davidson & Co
Montana
$43K -$1.8M -35,336 -98%
CA
107
CapWealth Advisors
Tennessee
$42K
JFA
108
JNBA Financial Advisors
Minnesota
$31K
NSIM
109
North Star Investment Management
Illinois
$31K
KIG
110
Kessler Investment Group
Indiana
$29K
PIA
111
Peachtree Investment Advisors
Georgia
$21K +$21K +400 New
BAM
112
Barrett Asset Management
New York
$19K
MA
113
MUFG Americas
New York
$19K
M
114
MOTCO
Texas
$19K +$19K +352 New
WA
115
Winfield Associates
Ohio
$15K
CHC
116
City Holding Co
West Virginia
$15K
RFA
117
Reilly Financial Advisors
California
$12K
SF
118
Synovus Financial
Georgia
$10K
AP
119
Atwood & Palmer
Missouri
$10K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$8K -$15.5K -290 -66%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$7K +$2.57K +50 +58%
MCM
122
Manchester Capital Management
Vermont
$4K
FSIM
123
F-Squared Investment Management
Massachusetts
-$69M -1,214,241 Closed
PFS
124
Prospera Financial Services
Texas
-$14.8M -260,020 Closed
QA
125
Quantitative Advantage
Minnesota
-$13.1M -231,322 Closed