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iShares US Energy ETF

196 hedge funds and large institutions have $423M invested in iShares US Energy ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
62
Closed
21
Calls
$1.11M
Puts
$256K
Net Calls
+$856K
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$121K
AIM
127
Advantage Investment Management
Iowa
$121K +$88.7K +2,117 +275%
SF
128
Synovus Financial
Georgia
$115K -$4.83K -115 -4%
VFA
129
Valeo Financial Advisors
Indiana
$102K -$53.3K -1,431 -34%
Citigroup
130
Citigroup
New York
$83K -$8.68K -207 -9%
RIA
131
RPG Investment Advisory
California
$82K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$68K -$21.2K -505 -24%
SCM
133
Southport Capital Management
Tennessee
$67K +$67K +1,600 New
CIA
134
CSat Investment Advisory
Michigan
$61K -$83.7K -1,981 -58%
DSC
135
Duncker Streett & Co
Missouri
$59K +$126 +3 +0.2%
CFA
136
Carroll Financial Associates
North Carolina
$57K
BRC
137
Bell Rock Capital
Delaware
$57K +$325 +8 +0.6%
SSB
138
Sandy Spring Bank
Maryland
$56K -$4.1K -97 -7%
SFC
139
SYM Financial Corp
Indiana
$48K
AA
140
AlphaMark Advisors
Kentucky
$45K
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$44K -$26.9K -644 -38%
AIM
142
Anchor Investment Management
South Carolina
$42.3K
NFG
143
Next Financial Group
Texas
$37K +$37K +875 New
RE
144
RBC Europe
United Kingdom
$35.7K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$35K
BWA
146
BDO Wealth Advisors
Florida
$31K
EA
147
Elm Advisors
California
$31K +$31K +750 New
APP
148
Avantax Planning Partners
Iowa
$31K +$31K +750 New
WAS
149
WESPAC Advisors SoCal
California
$29K
NSIM
150
North Star Investment Management
Illinois
$29K