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iShares US Energy ETF
IYE

Overview Fund Activity

152 hedge funds and large institutions have $210M invested in iShares US Energy ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
40
Reduced
54
Closed
21
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
+$257K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$1.86M
2
IWM
2
IHT Wealth Management
Illinois
$652K
3
ACP
3
Aveo Capital Partners
Colorado
$483K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
QIM
5
Quantitative Investment Management
Virginia
$807K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.5M
2
Wells Fargo
2
Wells Fargo
California
$4.25M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.2M
5
UBS Group
5
UBS Group
Switzerland
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
WPW
51
Waldron Private Wealth
Pennsylvania
$371K 23,250 +23,250 New
DC
52
Davenport & Co
Virginia
$367K 23,014 +7,535 +49%
TFF
53
The Family Firm
Maryland
$350K 21,948 +360 +2%
BIA
54
Biondo Investment Advisors
Pennsylvania
$344K 21,565 +30 +0.1%
MCM
55
Murphy Capital Management
New Jersey
$324K 20,329 +3,350 +20%
SI
56
Stephens Inc
Arkansas
$322K 20,169 – –
MA
57
MCF Advisors
Kentucky
$320K 20,058 -4,629 -19%
FPGK
58
Financial Partners Group (Kansas)
Kansas
$304K 19,037 +970 +5%
MML Investors Services
59
MML Investors Services
Massachusetts
$304K 19,017 +4,884 +35%
WDL
60
Well Done LLC
Michigan
$281K 17,636 – –
TSS
61
Two Sigma Securities
New York
$274K 17,172 -15,750 -48%
HWA
62
Heartwood Wealth Advisors
Virginia
$238K 14,887 +2,128 +17%
FAAS
63
First Allied Advisory Services
California
$235K 14,707 -1,886 -11%
HighTower Advisors
64
HighTower Advisors
Illinois
$234K 14,530 -2,894 -17%
DY
65
Dowling & Yahnke
California
$232K 14,525 +1,585 +12%
HNB
66
Huntington National Bank
Ohio
– – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$211K 13,210 +3,695 +39%
JWCA
68
J.W. Cole Advisors
Florida
$195K 12,247 +12,247 New
CIA
69
Capital Investment Advisors
Georgia
$187K 11,733 -940 -7%
GP
70
Girard Partners
Pennsylvania
$187K 11,740 +11,740 New
SB
71
Simmons Bank
Arkansas
$176K 11,048 – –
CAN
72
Claraphi Advisory Network
United States
$174K 10,895 -200 -2%
CCT
73
Country Club Trust
Missouri
$170K 10,635 -630 -6%
FTUS
74
Flow Traders U.S.
New York
$164K 10,260 +10,260 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$163K 10,215 +1,762 +21%
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