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iShares US Energy ETF
IYE

Overview Fund Activity

176 hedge funds and large institutions have $290M invested in iShares US Energy ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
176
Holders Change
+24
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
50
Reduced
42
Closed
17
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
+$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.4M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
UBS Group
3
UBS Group
Switzerland
$15.5M
4
BRCM
4
Bright Rock Capital Management
Massachusetts
$6.07M
5
CA
5
Calton & Associates
Florida
$4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.2M
3
RT
3
Rockland Trust
Massachusetts
$3.69M
4
HT
4
HAP Trading
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.72M +$1.05M +52,066 +159%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.42M +$1.03M +51,066 +269%
CWM
28
Centric Wealth Management
Illinois
$1.33M +$1.33M +65,745 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.27M +$1M +49,399 +374%
JSL
30
JT Stratford LLC
Georgia
$1.23M +$1.23M +60,681 New
Creative Planning
31
Creative Planning
Kansas
$1.19M -$10.9K -537 -0.9%
QIM
32
Quantitative Investment Management
Virginia
$1.13M +$108K +5,314 +11%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.09M -$51.9K -2,565 -5%
NF
34
Nikulski Financial
Iowa
$1.04M +$1.04M +51,419 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$938K +$346K +17,104 +58%
NCM
36
Next Capital Management
New York
$924K – – –
BA
37
Ballew Advisors
Mississippi
$900K +$33.2K +1,476 +4%
SF
38
Synovus Financial
Georgia
$884K +$884K +43,643 New
IWM
39
IHT Wealth Management
Illinois
$828K +$1.09K +54 +0.1%
PFA
40
Pettinga Financial Advisors
Indiana
$771K +$237K +11,725 +45%
EH
41
Equitable Holdings
New York
$762K +$149K +7,361 +24%
Ameriprise
42
Ameriprise
Minnesota
$728K -$33.1K -1,658 -4%
KPW
43
Kore Private Wealth
New York
$712K +$712K +35,166 New
NNP
44
Nachman Norwood & Parrott
South Carolina
$701K -$16.4K -813 -2%
V
45
Veritable
Delaware
$668K -$27.8K -1,374 -4%
BIA
46
Biondo Investment Advisors
Pennsylvania
$638K +$201K +9,940 +46%
NL
47
NWAM LLC
Washington
$625K +$73.5K +3,632 +13%
CAGAS
48
Capital Advisory Group Advisory Services
Minnesota
$589K +$10K +496 +2%
GC
49
Grimes & Company
Massachusetts
$588K +$588K +29,035 New
FCFC
50
First Citizens Financial Corp
Iowa
$586K +$42.7K +2,110 +8%
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