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iShares US Energy ETF

179 hedge funds and large institutions have $311M invested in iShares US Energy ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
40
Reduced
60
Closed
29
Calls
$327K
Puts
$344K
Net Calls
-$17K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
176
Meridian Wealth Management
Kentucky
$246 +$246 +715 New
WIM
177
Westside Investment Management
California
$12 +$12 +350 New
SCA
178
Stillwater Capital Advisors
Pennsylvania
-$862K -23,923 Closed
Creative Planning
179
Creative Planning
Kansas
-$731K -20,288 Closed
ACP
180
Aveo Capital Partners
Colorado
-$359K -9,960 Closed
KIA
181
KCM Investment Advisors
California
-$307K -8,527 Closed
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
-$286 -7,932 Closed
Renaissance Technologies
183
Renaissance Technologies
New York
-$270K -7,500 Closed
IIC
184
Integrated Investment Consultants
Michigan
-$252K -7,000 Closed
MAS
185
Madden Advisory Services
Florida
-$218K -6,075 Closed
MA
186
Mutual Advisors
Nebraska
-$213K -5,907 Closed
MBT
187
Monroe Bank & Trust
Michigan
-$207K -5,743 Closed
GPA
188
Garrison Point Advisors
California
-$206K -5,715 Closed
MAFM
189
Mid Atlantic Financial Management
Pennsylvania
-$202K -5,597 Closed
WA
190
WP Advisors
California
-$1.91K -5,309 Closed
AA
191
Advisory Alpha
Michigan
-$163K -4,710 Closed
Marshall Wace
192
Marshall Wace
United Kingdom
-$98K -2,733 Closed
AIC
193
Ameritas Investment Company
Nebraska
-$75K -2,086 Closed
Simplex Trading
194
Simplex Trading
Illinois
-$70K -1,962 Closed
CWM
195
Cornerstone Wealth Management
Missouri
-$238K -1,924 Closed
ADL
196
Asset Dedication LLC
California
-$43K -1,200 Closed
AIM
197
Anchor Investment Management
South Carolina
-$25.5K -708 Closed
NSIM
198
North Star Investment Management
Illinois
-$25K -703 Closed
WAS
199
WESPAC Advisors SoCal
California
-$25K -700 Closed
TA
200
TCG Advisors
Texas
-$21K -569 Closed