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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$99.6M 2,375,481 +1,650 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$66.4M 1,583,626 +355,944 +29%
UBS Group
3
UBS Group
Switzerland
$18.2M 433,261 -10,099 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$15.9M 379,746 +379,746 New
UCFA
5
United Capital Financial Advisors
Texas
$15.6M 371,070 +263,812 +246%
LPL Financial
6
LPL Financial
California
$15.3M 364,205 +8,465 +2%
Wells Fargo
7
Wells Fargo
California
$13.7M 326,477 -33,456 -9%
ANTB
8
AMG National Trust Bank
Colorado
$13.6M 323,856 -119,606 -27%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.5M 320,692 +304,310 +1,858%
EC
10
Estate Counselors
Wisconsin
$13.2M 314,200 -10,000 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.7M 256,133 -6,289 -2%
NA
12
Navellier & Associates
Nevada
$9.57M 228,056 +228,056 New
CCA
13
Conservest Capital Advisors
Pennsylvania
$5.72M 136,470 -125 -0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.19M 123,668 -45,752 -27%
FAAS
15
First Allied Advisory Services
California
$5.15M 122,414 +2,890 +2%
BlackRock
16
BlackRock
New York
$5.14M 122,576 -1,728 -1%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$4.47M 106,653 +79,730 +296%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.42M 105,407 -61,228 -37%
V
19
Veritable
Delaware
$4.31M 102,792 -487 -0.5%
Goldman Sachs
20
Goldman Sachs
New York
$4.19M 99,911 +78,548 +368%
Citadel Advisors
21
Citadel Advisors
Florida
$4.1M 97,701 +30,206 +45%
Stifel Financial
22
Stifel Financial
Missouri
$3.06M 73,084 -19 -0%
CWM
23
Cornerstone Wealth Management
Missouri
$2.95M 121,557 +121,557 New
RJA
24
Raymond James & Associates
Florida
$2.92M 69,554 +29,281 +73%
Ameriprise
25
Ameriprise
Minnesota
$2.72M 64,771 -14,823 -19%