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iShares US Energy ETF

195 hedge funds and large institutions have $429M invested in iShares US Energy ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+7
Holders Change %
+3.72%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
38
Reduced
63
Closed
19
Calls
$4.31M
Puts
$235K
Net Calls
+$4.07M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
151
JNBA Financial Advisors
Minnesota
$25K
CCM
152
Cribstone Capital Management
Maine
$24K
CAC
153
Certified Advisory Corp
Florida
$23K
BCA
154
Bay Colony Advisors
Massachusetts
$23K +$23K +540 New
TRCT
155
Tower Research Capital (TRC)
New York
$21K -$2.48M -59,039 -99%
SWM
156
SeaCrest Wealth Management
New York
$21K
RFC
157
Regions Financial Corp
Alabama
$21K
CLOS
158
Compagnie Lombard Odier SCmA
Switzerland
$21K
SBL
159
Sargent Bickham Lagudis
Colorado
$20K -$7.4K -179 -27%
RWG
160
Regal Wealth Group
California
$19K
WIM
161
Westside Investment Management
California
$18.6K
PMFA
162
Plante Moran Financial Advisors
Michigan
$18K +$18K +435 New
KJWM
163
Kiley Juergens Wealth Management
Washington
$18K +$18K +450 New
TFS
164
TrustCore Financial Services
Tennessee
$17K -$7.35K -173 -30%
BAM
165
Barrett Asset Management
New York
$16K
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K -$30.7K -732 -68%
ASN
167
Advisory Services Network
Georgia
$14K
BCI
168
Brinker Capital Investments
Pennsylvania
$14K
MFW
169
Mosaic Family Wealth
Missouri
$14K +$14K +343 New
PCG
170
Private Capital Group
Connecticut
$13K
WTB
171
Washington Trust Bank
Washington
$13K
BBPWM
172
Blue Bell Private Wealth Management
Pennsylvania
$13K
FIA
173
FNY Investment Advisers
New York
$13K +$13K +315 New
WEC
174
Winslow Evans & Crocker
Massachusetts
$12K
WWM
175
Wagner Wealth Management
South Carolina
$12K