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iShares US Energy ETF
IYE

Overview Fund Activity

184 hedge funds and large institutions have $244M invested in iShares US Energy ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 69 reducing their positions, and 47 closing their positions.

Holders
184
Holders Change
-12
Holders Change %
-6.12%
% of All Funds
4.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
41
Reduced
69
Closed
47
Calls
$414K
Puts
–
Net Calls
+$414K
Net Calls Change
-$442K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$4.65M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$2.42M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.26M
5
BCWM
5
Bartlett & Co Wealth Management
Ohio
$1.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.5M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$638K
4
NA
4
Navellier & Associates
Nevada
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.75M 56,069 -49,120 -47%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.54M 49,394 -13,052 -21%
SI
28
Stephens Inc
Arkansas
$1.39M 44,482 +64 +0.1%
PWP
29
Personal Wealth Partners
Minnesota
$1.38M 32,491 +32,491 New
OC
30
Oppenheimer & Co
New York
$1.36M 43,569 -1,544 -3%
IP
31
Investment Partners
Ohio
$1.35M 43,450 – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.3M 41,621 -4,313 -9%
GP
33
Girard Partners
Pennsylvania
$1.27M 40,683 +37,288 +1,098%
PFA
34
Pettinga Financial Advisors
Indiana
$1.2M 38,620 +38,620 New
Two Sigma Investments
35
Two Sigma Investments
New York
$1.16M 37,143 +37,143 New
AG
36
Advisor Group
Arizona
$1.15M 36,751 -23,762 -39%
CWM
37
Cranbrook Wealth Management
Michigan
$1.14M 36,490 +36,490 New
IWM
38
IHT Wealth Management
Illinois
$1.13M 36,162 +30,985 +599%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.07M 34,164 -155,361 -82%
Renaissance Technologies
40
Renaissance Technologies
New York
$966K 31,000 +31,000 New
PAG
41
Private Advisor Group
New Jersey
$945K 32,015 +2,856 +10%
SG Americas Securities
42
SG Americas Securities
New York
$881K 28,271 +12,729 +82%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$852K 27,352 -13,484 -33%
BA
44
Ballew Advisors
Mississippi
$787K 23,025 +966 +4%
FAAS
45
First Allied Advisory Services
California
$781K 25,190 -39,408 -61%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$770K 24,723 +24,723 New
SCA
47
Stillwater Capital Advisors
Pennsylvania
$740K 23,745 +23,745 New
NL
48
NWAM LLC
Washington
$738K 23,671 +367 +2%
Creative Planning
49
Creative Planning
Kansas
$731K 23,455 -2,988 -11%
UAS
50
United Asset Strategies
New York
$698K 22,405 +9,953 +80%
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