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iShares US Energy ETF
IYE

Overview Fund Activity

152 hedge funds and large institutions have $210M invested in iShares US Energy ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
40
Reduced
54
Closed
21
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
+$257K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$1.86M
2
IWM
2
IHT Wealth Management
Illinois
$652K
3
ACP
3
Aveo Capital Partners
Colorado
$483K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
QIM
5
Quantitative Investment Management
Virginia
$807K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.5M
2
Wells Fargo
2
Wells Fargo
California
$4.25M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.2M
5
UBS Group
5
UBS Group
Switzerland
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$805K 50,448 +431 +0.9%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$802K 50,077 -3,727 -7%
HF
28
HRT Financial
New York
$765K 47,981 -18,083 -27%
NCM
29
Next Capital Management
New York
$729K 45,653 – –
IWM
30
IHT Wealth Management
Illinois
$652K 40,850 +40,850 New
BA
31
Ballew Advisors
Mississippi
$621K 38,538 +6,449 +20%
Ameriprise
32
Ameriprise
Minnesota
$609K 38,152 -26,255 -41%
NNP
33
Nachman Norwood & Parrott
South Carolina
$566K 35,472 -625 -2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$550K 34,475 -18,100 -34%
V
35
Veritable
Delaware
$549K 34,381 -1 -0%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$523K 32,770 -24,757 -43%
EH
37
Equitable Holdings
New York
$483K 30,292 +2,250 +8%
ACP
38
Aveo Capital Partners
Colorado
$483K 30,245 +30,245 New
CAM
39
Concorde Asset Management
Michigan
$474K 29,683 +4,540 +18%
TRCT
40
Tower Research Capital (TRC)
New York
$473K 29,616 -17,011 -36%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$467K 29,244 +4,499 +18%
PAG
42
Private Advisor Group
New Jersey
$460K 28,838 -4,194 -13%
CAGAS
43
Capital Advisory Group Advisory Services
Minnesota
$457K 28,618 +6,480 +29%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$436K 27,290 -172 -0.6%
NL
45
NWAM LLC
Washington
$435K 27,244 -230 -0.8%
FCFC
46
First Citizens Financial Corp
Iowa
$429K 26,860 -1,231 -4%
PFA
47
Pettinga Financial Advisors
Indiana
$420K 26,345 -450 -2%
UCFA
48
United Capital Financial Advisors
Texas
$407K 25,488 +131 +0.5%
BAM
49
Blueshift Asset Management
New Jersey
$401K 25,149 +1,385 +6%
FWCM
50
Ferguson Wellman Capital Management
Oregon
$381K 23,820 -1,350 -5%
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