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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 %
VCM
151
Versant Capital Management
Arizona
$1K
OPS
152
Orion Portfolio Solutions
Nebraska
$1K
WFMPM
153
Woodley Farra Manion Portfolio Management
Indiana
$1K +$170 +16 +21%
CA
154
Clearstead Advisors
Ohio
$1K +$1K +50 New
AW
155
Avion Wealth
Texas
$1K +$1K +60 New
NL
156
NWAM LLC
Washington
$409 -$8 -492 -2%
WIM
157
Westside Investment Management
California
$2 +$2 +170 New
CRC
158
Curi RMB Capital
Illinois
-$4.36M -135,707 Closed
PAG
159
Pinnacle Advisory Group
Maryland
-$4.29M -133,404 Closed
ACA
160
Ackerman Capital Advisors
Texas
-$3.01M -93,603 Closed
CCA
161
Conservest Capital Advisors
Pennsylvania
-$2.9M -90,264 Closed
Barrow, Hanley, Mewhinney & Strauss
162
Barrow, Hanley, Mewhinney & Strauss
Texas
-$1.67M -52,000 Closed
HA
163
HC Advisors
Georgia
-$1.37M -42,535 Closed
HF
164
HRT Financial
New York
-$1.09M -33,823 Closed
IWM
165
IHT Wealth Management
Illinois
-$991K -30,868 Closed
PPW
166
Parcion Private Wealth
Washington
-$975K -30,366 Closed
BlackRock
167
BlackRock
New York
-$794K -24,710 Closed
Stifel Financial
168
Stifel Financial
Missouri
-$782K -24,349 Closed
HCA
169
Harbour Capital Advisors
Virginia
-$408K -12,700 Closed
GP
170
Girard Partners
Pennsylvania
-$378K -11,791 Closed
SXL
171
Summit X LLC
Missouri
-$368K -11,472 Closed
UAS
172
United Asset Strategies
New York
-$336K -10,468 Closed
HCIA
173
Hochman Cole Investment Advisors
Illinois
-$307K -9,546 Closed
PAM
174
Palisade Asset Management
Minnesota
-$302K -9,400 Closed
EC
175
Estate Counselors
Wisconsin
-$299K -9,300 Closed