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iShares US Energy ETF
IYE

Overview Fund Activity

178 hedge funds and large institutions have $284M invested in iShares US Energy ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
178
Holders Change
+20
Holders Change %
+12.66%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
35
Reduced
57
Closed
20
Calls
$2.11M
Puts
$774K
Net Calls
+$1.33M
Net Calls Change
-$229K

Top Buyers

1
OC
1
Oakworth Capital
Alabama
$7.39M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
CRC
3
Curi RMB Capital
Illinois
$4.36M
4
PAG
4
Pinnacle Advisory Group
Maryland
$4.29M
5
UBS Group
5
UBS Group
Switzerland
$15.6M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$299K
2
Bank of America
2
Bank of America
North Carolina
$32.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.58M
4
BlackRock
4
BlackRock
New York
$794K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
26
Ferguson Wellman Capital Management
Oregon
$1.57M -$27.9K -870 -2%
EH
27
Equitable Holdings
New York
$1.51M +$1.51M +47,131 New
AG
28
Advisor Group
Arizona
$1.38M +$83.5K +2,599 +6%
HA
29
HC Advisors
Georgia
$1.37M +$1.37M +42,535 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.33M -$618K -19,240 -32%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$1.21M +$808K +25,180 +203%
Goldman Sachs
32
Goldman Sachs
New York
$1.17M +$417K +12,969 +55%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.13M -$17.2K -536 -2%
UCFA
34
United Capital Financial Advisors
Texas
$1.13M -$114K -3,577 -9%
HF
35
HRT Financial
New York
$1.09M +$635K +19,764 +141%
FCFC
36
First Citizens Financial Corp
Iowa
$1.08M +$1.08M +33,666 New
NNP
37
Nachman Norwood & Parrott
South Carolina
$995K +$567K +17,638 +132%
IWM
38
IHT Wealth Management
Illinois
$991K -$107K -3,321 -10%
PPW
39
Parcion Private Wealth
Washington
$975K +$975K +30,366 New
ACS
40
Archford Capital Strategies
Illinois
$947K +$4.95K +154 +0.5%
PAG
41
Private Advisor Group
New Jersey
$896K -$132K -4,122 -13%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$895K -$513K -15,980 -36%
NL
43
NWAM LLC
Washington
$873K +$54.7K +1,704 +7%
PFA
44
Pettinga Financial Advisors
Indiana
$858K -$281K -8,750 -25%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$822K +$19.3K +601 +2%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$814K +$8.75K +273 +1%
BlackRock
47
BlackRock
New York
$794K -$2.85M -88,802 -78%
Stifel Financial
48
Stifel Financial
Missouri
$782K +$782K +24,349 New
BA
49
Ballew Advisors
Mississippi
$744K +$11.1K +347 +2%
CWM
50
Cranbrook Wealth Management
Michigan
$697K -$169K -5,246 -19%
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