IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

188 hedge funds and large institutions have $337M invested in iShares US Energy ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+4
Holders Change %
+2.17%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
45
Reduced
61
Closed
24
Calls
$5.4M
Puts
$519K
Net Calls
+$4.88M
Net Calls Change
+$5.58M

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$12M
2
Deutsche Bank
2
Deutsche Bank
Germany
$5.55M
3
Jane Street
3
Jane Street
New York
$2.59M
4
FAAS
4
First Allied Advisory Services
California
$4.42M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$611K
3
UCFA
3
United Capital Financial Advisors
Texas
$3.97M
4
ANTB
4
AMG National Trust Bank
Colorado
$16.4M
5
UBS Group
5
UBS Group
Switzerland
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$790K -$1.91M -51,692 -71%
NL
52
NWAM LLC
Washington
$773K -$6.33K -171 -0.8%
First Trust Advisors
53
First Trust Advisors
Illinois
$759K +$28.1K +760 +4%
CCT
54
Country Club Trust
Missouri
$751K +$113K +3,055 +18%
Axa
55
Axa
France
$745K -$27K -730 -3%
MML Investors Services
56
MML Investors Services
Massachusetts
$689K -$910K -24,606 -57%
VF
57
Virtu Financial
New York
$670K +$670K +18,115 New
TSS
58
Two Sigma Securities
New York
$657K +$657K +17,774 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$611K -$13.6M -364,882 -96%
GWM
60
Geneos Wealth Management
Colorado
$611K -$8.13K -220 -1%
AIM
61
Advantage Investment Management
Iowa
$607K -$2.19M -59,151 -78%
SCA
62
Stonebridge Capital Advisors
Minnesota
$597K -$356K -9,639 -37%
SB
63
Simmons Bank
Arkansas
$596K -$11.1K -300 -2%
BFG
64
Barber Financial Group
Kansas
$594K +$594K +16,070 New
BTS
65
BB&T Securities
Virginia
$579K -$175K -4,746 -23%
SHCM
66
Stokes & Hubbell Capital Management
Louisiana
$562K -$52.3K -1,414 -9%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$559K -$48.8K -1,322 -8%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$515K +$327K +8,850 +174%
SWP
69
Stratos Wealth Partners
Ohio
$492K +$149K +4,028 +43%
CAN
70
Claraphi Advisory Network
United States
$490K – – –
UAS
71
United Asset Strategies
New York
$472K -$4.62K -125 -1%
CIA
72
Capital Investment Advisors
Georgia
$465K -$19.8K -535 -4%
MCM
73
Murphy Capital Management
New Jersey
$465K – – –
WI
74
Wintrust Investments
Illinois
$449K +$24.2K +655 +6%
PCIA
75
Prime Capital Investment Advisors
Kansas
$428K +$428K +11,569 New
1 2
3
4 5