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iShares US Energy ETF
IYE

Overview Fund Activity

190 hedge funds and large institutions have $340M invested in iShares US Energy ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+6
Holders Change %
+3.26%
% of All Funds
4.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
42
Reduced
68
Closed
24
Calls
$576K
Puts
$875K
Net Calls
-$299K
Net Calls Change
-$713K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$80.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.34M
4
EC
4
Estate Counselors
Wisconsin
$14.3M
5
ASN
5
Advisory Services Network
Georgia
$2.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.2M
2
Bank of America
2
Bank of America
North Carolina
$38.8M
3
Wells Fargo
3
Wells Fargo
California
$6.82M
4
LPL Financial
4
LPL Financial
California
$9.23M
5
UBS Group
5
UBS Group
Switzerland
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
51
Bartlett & Co
Ohio
$659K -$1.53M -42,549 -70%
B
52
Barings
North Carolina
$649K +$325K +9,000 +100%
CAGAS
53
Capital Advisory Group Advisory Services
Minnesota
$637K +$48.1K +1,340 +8%
SIA
54
Starfire Investment Advisers
Michigan
$632K -$5.29K -147 -0.8%
CIA
55
Capital Investment Advisors
Georgia
$591K -$3.43K -95 -0.6%
OWD
56
Osborn Williams & Donohoe
Ohio
$561K +$561K +15,296 New
PWP
57
Personal Wealth Partners
Minnesota
$531K -$2.27M -26,332 -81%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$486K -$108K -3,003 -18%
PAM
59
Palisade Asset Management
Minnesota
$485K -$86.5K -2,400 -15%
TFF
60
The Family Firm
Maryland
$460K +$109K +3,036 +31%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$456K -$38.7K -1,072 -8%
NNP
62
Nachman Norwood & Parrott
South Carolina
$450K -$37.6K -1,045 -8%
CAN
63
Claraphi Advisory Network
United States
$448K -$13.7K -380 -3%
DC
64
Davenport & Co
Virginia
$448K +$55.5K +1,541 +14%
SMFG
65
Sumitomo Mitsui Financial Group
Japan
$441K -$67.3K -1,868 -13%
RWM
66
Reston Wealth Management
Virginia
$435K -$2.04K -58 -0.5%
CCT
67
Country Club Trust
Missouri
$423K -$305K -8,455 -42%
SWP
68
Stratos Wealth Partners
Ohio
$418K -$18K -500 -4%
PWLP
69
Prio Wealth Limited Partnership
Massachusetts
$397K – – –
GPA
70
Guidance Point Advisors
Massachusetts
$395K +$2.92K +81 +0.7%
DADC
71
D.A. Davidson & Co
Montana
$393K +$433 +12 +0.1%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$379K -$260K -7,229 -41%
CA
73
Cetera Advisors
Colorado
$370K +$13.5K +373 +4%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$367K -$370K -10,271 -50%
ACP
75
Aveo Capital Partners
Colorado
$359K -$381K -10,568 -51%
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