IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

184 hedge funds and large institutions have $244M invested in iShares US Energy ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 69 reducing their positions, and 47 closing their positions.

Holders
184
Holders Change
-12
Holders Change %
-6.12%
% of All Funds
4.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
41
Reduced
69
Closed
47
Calls
$414K
Puts
–
Net Calls
+$414K
Net Calls Change
-$442K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$4.65M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$2.42M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.26M
5
BCWM
5
Bartlett & Co Wealth Management
Ohio
$1.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.5M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$638K
4
NA
4
Navellier & Associates
Nevada
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
51
Axa
France
$664K 21,300 +470 +2%
ACP
52
Aveo Capital Partners
Colorado
$640K 20,528 +7,757 +61%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$638K 20,468 -361,100 -95%
MML Investors Services
54
MML Investors Services
Massachusetts
$631K 20,249 -21,768 -52%
CCT
55
Country Club Trust
Missouri
$629K 20,184 +14,704 +268%
SWA
56
Stratos Wealth Advisors
Ohio
$579K 18,591 +18,591 New
First Trust Advisors
57
First Trust Advisors
Illinois
$558K 17,912 -1,365 -7%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$553K 17,747 -17,239 -49%
SIA
59
Starfire Investment Advisers
Michigan
$551K 17,707 +17,707 New
CIA
60
Capital Investment Advisors
Georgia
$514K 16,486 +4,685 +40%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$513K 16,487 -3,040 -16%
CAGAS
62
Capital Advisory Group Advisory Services
Minnesota
$510K 16,391 -5,584 -25%
ACS
63
Archford Capital Strategies
Illinois
$501K 16,077 +5,631 +54%
SB
64
Simmons Bank
Arkansas
$495K 15,903 +48 +0.3%
PAM
65
Palisade Asset Management
Minnesota
$494K 15,850 -1,400 -8%
BCP
66
Blue Chip Partners
Michigan
$475K 15,235 +15,235 New
CCM
67
Consolidated Capital Management
California
$474K 15,226 +15,226 New
SMFG
68
Sumitomo Mitsui Financial Group
Japan
$437K 14,107 +1,075 +8%
FPGK
69
Financial Partners Group (Kansas)
Kansas
$427K 13,716 -11,817 -46%
NNP
70
Nachman Norwood & Parrott
South Carolina
$422K 13,545 +13,545 New
CAN
71
Claraphi Advisory Network
United States
$399K 12,816 -25 -0.2%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$387K 12,411 +11,576 +1,386%
RWM
73
Reston Wealth Management
Virginia
$387K 12,430 +12,430 New
SWP
74
Stratos Wealth Partners
Ohio
$377K 12,106 -1,638 -12%
Brown Advisory
75
Brown Advisory
Maryland
$368K 11,813 -15,062 -56%
1 2
3
4 5