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iShares US Energy ETF

158 hedge funds and large institutions have $274M invested in iShares US Energy ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 33 closing their positions.

Holders
158
Holders Change
-21
Holders Change %
-11.73%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
65
Closed
33
Calls
$2.21M
Puts
$652K
Net Calls
+$1.56M
Net Calls Change
+$1.58M
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$80.8M 2,779,200
Bank of America
2
Bank of America
North Carolina
$37.8M 1,188,773 -15,574 -1%
Morgan Stanley
3
Morgan Stanley
New York
$28.8M 906,717 -58,729 -6%
UBS Group
4
UBS Group
Switzerland
$12.9M 406,719 -60,533 -13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.43M 265,546 +89,655 +51%
EC
6
Estate Counselors
Wisconsin
$8.08M 254,500
Wells Fargo
7
Wells Fargo
California
$6.9M 217,305 -19,214 -8%
LPL Financial
8
LPL Financial
California
$6.15M 193,710 +695 +0.4%
RJA
9
Raymond James & Associates
Florida
$4.92M 154,865 +45,883 +42%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$4.34M 136,712 -25,112 -16%
ANTB
11
AMG National Trust Bank
Colorado
$4.28M 134,811 -26,789 -17%
Citadel Advisors
12
Citadel Advisors
Florida
$4.22M 132,997 -12,379 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.62M 113,921 -4,719 -4%
BlackRock
14
BlackRock
New York
$3.61M 113,512 -990 -0.9%
ACA
15
Ackerman Capital Advisors
Texas
$3.07M 96,490 -1,330 -1%
V
16
Veritable
Delaware
$2.68M 84,438 -12,138 -13%
ASN
17
Advisory Services Network
Georgia
$2.58M 74,930
CCA
18
Conservest Capital Advisors
Pennsylvania
$2.49M 78,446 -2,230 -3%
HNB
19
Huntington National Bank
Ohio
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.03M 63,814 -1,201 -2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.92M 60,560 +30,864 +104%
Ameriprise
22
Ameriprise
Minnesota
$1.89M 59,379 -3,612 -6%
SC
23
Scotia Capital
Ontario, Canada
$1.77M 55,633 -9,995 -15%
FWCM
24
Ferguson Wellman Capital Management
Oregon
$1.58M 49,660 -20,170 -29%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.39M 43,841 -14,860 -25%