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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 %
BWA
101
BDO Wealth Advisors
Florida
$32K +$23.3K +1,500 +268%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$30K +$4.34K +275 +17%
PMFA
103
Plante Moran Financial Advisors
Michigan
$25K +$25K +1,642 New
RIA
104
RPG Investment Advisory
California
$24K
FRA
105
Front Row Advisors
California
$24K
SFC
106
SYM Financial Corp
Indiana
$18K
SCA
107
Stonebridge Capital Advisors
Minnesota
$17K
DSC
108
Duncker Streett & Co
Missouri
$16K
AA
109
AlphaMark Advisors
Kentucky
$14K
RE
110
RBC Europe
United Kingdom
$13K
SSB
111
Sandy Spring Bank
Maryland
$12K
Citigroup
112
Citigroup
New York
$11K +$3.12K +201 +40%
TRCT
113
Tower Research Capital (TRC)
New York
$11K +$11K +700 New
SWM
114
Sugarloaf Wealth Management
Georgia
$9K -$9.58K -641 -52%
AF
115
Advisornet Financial
Minnesota
$9K -$8.99K -597 -50%
CHA
116
Carmichael Hill & Associates
Maryland
$9K
GFPC
117
Global Financial Private Client
Florida
$7.96K
Fidelity Investments
118
Fidelity Investments
Massachusetts
$7K -$29.1K -2,048 -81%
IWP
119
IAG Wealth Partners
Wisconsin
$6K -$5.57K -338 -48%
CAC
120
Certified Advisory Corp
Florida
$6K
BAM
121
Barrett Asset Management
New York
$6K
TFS
122
TrustCore Financial Services
Tennessee
$6K
CBT
123
Central Bank & Trust
Kentucky
$6K +$3.15K +197 +111%
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.36K
CWP
125
CFM Wealth Partners
Texas
$5K -$19.9K -1,197 -80%