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iShares US Energy ETF
IYE

Overview Fund Activity

178 hedge funds and large institutions have $284M invested in iShares US Energy ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+20
Holders Change %
+12.66%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
35
Reduced
57
Closed
20
Calls
$2.11M
Puts
$774K
Net Calls
+$1.33M
Net Calls Change
-$229K

Top Buyers

1
OC
1
Oakworth Capital
Alabama
$7.39M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
CRC
3
Curi RMB Capital
Illinois
$4.36M
4
PAG
4
Pinnacle Advisory Group
Maryland
$4.29M
5
UBS Group
5
UBS Group
Switzerland
$15.6M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$299K
2
Bank of America
2
Bank of America
North Carolina
$32.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.58M
4
BlackRock
4
BlackRock
New York
$794K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
51
Bartlett & Co Wealth Management
Ohio
$696K – – –
SI
52
Stephens Inc
Arkansas
$638K -$18.1K -565 -3%
SB
53
Simmons Bank
Arkansas
$580K – – –
SIA
54
Starfire Investment Advisers
Michigan
$536K -$27.6K -860 -5%
FWIA
55
Fort Washington Investment Advisors
Ohio
$528K +$528K +16,425 New
Bank of New York Mellon
56
Bank of New York Mellon
New York
$520K +$520K +16,200 New
CIA
57
Capital Investment Advisors
Georgia
$484K -$29.6K -923 -6%
DC
58
Davenport & Co
Virginia
$464K +$66.7K +2,077 +17%
SWA
59
Stratos Wealth Advisors
Ohio
$462K -$68.4K -2,130 -13%
CC
60
Callan Capital
California
$447K +$447K +13,901 New
TFF
61
The Family Firm
Maryland
$437K +$9.33K +290 +2%
HCA
62
Harbour Capital Advisors
Virginia
$408K +$408K +12,700 New
TSS
63
Two Sigma Securities
New York
$395K +$395K +12,310 New
FPGK
64
Financial Partners Group (Kansas)
Kansas
$393K +$22.6K +765 +6%
GP
65
Girard Partners
Pennsylvania
$378K -$573K -17,885 -60%
GWM
66
Geneos Wealth Management
Colorado
$377K +$86.1K +2,690 +30%
CAN
67
Claraphi Advisory Network
United States
$372K -$5.63K -175 -1%
Truist Financial
68
Truist Financial
North Carolina
$372K +$372K +11,569 New
SXL
69
Summit X LLC
Missouri
$368K +$27.2K +849 +8%
MML Investors Services
70
MML Investors Services
Massachusetts
$338K -$57.1K -1,776 -14%
UAS
71
United Asset Strategies
New York
$336K -$255K -7,952 -43%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$330K +$330K +10,267 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$324K -$44K -1,368 -12%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$320K +$35K +1,090 +12%
MCM
75
Murphy Capital Management
New Jersey
$315K +$81.6K +2,545 +35%
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