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iShares US Energy ETF
IYE

Overview Fund Activity

196 hedge funds and large institutions have $423M invested in iShares US Energy ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 21 closing their positions.

Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
52
Reduced
62
Closed
21
Calls
$1.11M
Puts
$256K
Net Calls
+$856K
Net Calls Change
-$3.22M

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$11.6M
2
TRCT
2
Tower Research Capital (TRC)
New York
$2.31M
3
CWM
3
Cornerstone Wealth Management
Missouri
$4.87M
4
Ameriprise
4
Ameriprise
Minnesota
$4.25M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.34M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.95M
2
UCFA
2
United Capital Financial Advisors
Texas
$11.3M
3
Bank of America
3
Bank of America
North Carolina
$96.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.7M
5
FAAS
5
First Allied Advisory Services
California
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
51
Axa
France
$874K +$28.1K +670 +3%
CS
52
Comerica Securities
Michigan
$845K +$2.74K +65 +0.3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$819K +$91.4K +2,180 +13%
BA
54
Ballew Advisors
Mississippi
$810K -$21K -572 -3%
First Trust Advisors
55
First Trust Advisors
Illinois
$809K -$22.6K -538 -3%
Stifel Financial
56
Stifel Financial
Missouri
$773K -$2.29M -54,639 -75%
PAM
57
Palisade Asset Management
Minnesota
$724K – – –
SB
58
Simmons Bank
Arkansas
$665K -$11K -263 -2%
SG Americas Securities
59
SG Americas Securities
New York
$652K +$97.2K +2,318 +18%
BTS
60
BB&T Securities
Virginia
$617K -$4.69K -112 -0.8%
BHIA
61
Birch Hill Investment Advisors
Massachusetts
$596K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$591K +$591K +13,971 New
SWP
63
Stratos Wealth Partners
Ohio
$577K +$39K +930 +7%
WI
64
Wintrust Investments
Illinois
$575K +$16.2K +386 +3%
SMFG
65
Sumitomo Mitsui Financial Group
Japan
$547K +$101K +2,401 +23%
MCM
66
Murphy Capital Management
New Jersey
$544K +$30.4K +725 +6%
CAN
67
Claraphi Advisory Network
United States
$539K -$6.3K -150 -1%
UAS
68
United Asset Strategies
New York
$523K -$3.61K -86 -0.7%
ACP
69
Aveo Capital Partners
Colorado
$500K +$12.1K +310 +2%
CIA
70
Capital Investment Advisors
Georgia
$495K -$9.02K -215 -2%
DADC
71
D.A. Davidson & Co
Montana
$473K +$231K +5,497 +95%
PWLP
72
Prio Wealth Limited Partnership
Massachusetts
$467K -$83.9K -2,000 -15%
ACS
73
Archford Capital Strategies
Illinois
$438K -$93.9K -2,239 -18%
Deutsche Bank
74
Deutsche Bank
Germany
$429K +$429K +10,232 New
CA
75
Cetera Advisors
Colorado
$424K -$11.9K -284 -3%
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3
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