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iShares US Energy ETF

305 hedge funds and large institutions have $1.9B invested in iShares US Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
84
Reduced
129
Closed
31
Calls
$7.1M
Puts
Net Calls
+$7.1M
Net Calls Change
+$3.63M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
126
Concorde Asset Management
Michigan
$848K -$135K -4,778 -14%
V
127
Veritable
Delaware
$841K
NFG
128
Next Financial Group
Texas
$840K -$139K -4,929 -14%
KNW
129
Kesler Norman & Wride
Utah
$809K -$3.42M -120,806 -81%
PFS
130
Prospera Financial Services
Texas
$802K -$4.79M -169,447 -86%
GC
131
Grimes & Company
Massachusetts
$800K
OPS
132
Orion Portfolio Solutions
Nebraska
$792K +$565K +20,005 +249%
SWA
133
Stratos Wealth Advisors
Ohio
$791K +$96.8K +3,428 +14%
VWM
134
Venturi Wealth Management
Texas
$779K -$293K -10,370 -27%
HWA
135
Heartwood Wealth Advisors
Virginia
$779K -$26.7K -943 -3%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$758K +$87.7K +3,104 +13%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$755K -$135K -4,779 -15%
TPWA
138
TRUE Private Wealth Advisors
Oregon
$751K +$48.8K +1,728 +7%
TSS
139
Two Sigma Securities
New York
$735K +$179K +6,332 +32%
SS
140
Sunbelt Securities
Texas
$666K
RSWM
141
Robertson Stephens Wealth Management
California
$636K -$487K -17,265 -43%
WDL
142
Well Done LLC
Michigan
$633K
MFW
143
Meristem Family Wealth
Minnesota
$619K +$96.1K +3,400 +18%
HNB
144
Huntington National Bank
Ohio
$613K -$635K
Citigroup
145
Citigroup
New York
$601K -$157K -5,540 -21%
Northern Trust
146
Northern Trust
Illinois
$601K +$601K +21,267 New
TFF
147
The Family Firm
Maryland
$588K +$4.85K +153 +0.8%
DC
148
Davenport & Co
Virginia
$584K +$93.1K +3,291 +19%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$583K -$5.28M -183,281 -90%
FHA
150
First Horizon Advisors
Tennessee
$578K -$5.33K -189 -0.9%