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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 %
Simplex Trading
151
Simplex Trading
Illinois
$26K +$26K +639 New
GEA
152
Glen Eagle Advisors
New Jersey
$25.2K
CCM
153
Cribstone Capital Management
Maine
$24K
CAC
154
Certified Advisory Corp
Florida
$23K
AA
155
Ancora Advisors
Ohio
$23K +$23K +540 New
SWM
156
SeaCrest Wealth Management
New York
$21K
CLOS
157
Compagnie Lombard Odier SCmA
Switzerland
$21K
SBL
158
Sargent Bickham Lagudis
Colorado
$20K
CBT
159
Central Bank & Trust
Kentucky
$18K -$9.21K -225 -34%
KJWM
160
Kiley Juergens Wealth Management
Washington
$18K
BCWM
161
Bartlett & Co Wealth Management
Ohio
$17.5K -$11.6K -275 -40%
BC
162
Bartlett & Co
Ohio
$17K -$11.3K -275 -40%
TFS
163
TrustCore Financial Services
Tennessee
$17K
BAM
164
Barrett Asset Management
New York
$16K
PCM
165
Princeton Capital Management
New Jersey
$16K +$12.4K +300 +341%
ASN
166
Advisory Services Network
Georgia
$15K +$1.07K +25 +8%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K
BCI
168
Brinker Capital Investments
Pennsylvania
$14K
PCG
169
Private Capital Group
Connecticut
$13K
WTB
170
Washington Trust Bank
Washington
$13K
BBPWM
171
Blue Bell Private Wealth Management
Pennsylvania
$13K
WEC
172
Winslow Evans & Crocker
Massachusetts
$12K
WWM
173
Wagner Wealth Management
South Carolina
$12K
PCIA
174
Prime Capital Investment Advisors
Kansas
$11K -$484K -11,225 -98%
OC
175
Oakworth Capital
Alabama
$10K