IYE icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
FHA
76
Flagship Harbor Advisors
Massachusetts
$418K +$81.1K +1,907 +24%
SHCM
77
Stokes & Hubbell Capital Management
Louisiana
$412K -$191K -4,565 -32%
GWM
78
Geneos Wealth Management
Colorado
$411K -$107K -2,563 -21%
SCA
79
Stonebridge Capital Advisors
Minnesota
$397K -$216K -5,150 -35%
CB
80
Commerce Bank
Missouri
$389K -$12.2K -290 -3%
AFP
81
Ausdal Financial Partners
Iowa
$372K -$18.2K -434 -5%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$358K +$358K +8,532 New
FA
83
FDx Advisors
Illinois
$346K -$25.1K -598 -7%
FPS
84
Fieldpoint Private Securities
Connecticut
$345K +$37.4K +890 +12%
Lido Advisors
85
Lido Advisors
California
$340K +$3.71K +88 +1%
CPO
86
Cerity Partners OCIO
New York
$319K +$2.48K +59 +0.8%
DC
87
Davenport & Co
Virginia
$304K -$168 -4 -0.1%
William Blair & Company
88
William Blair & Company
Illinois
$299K – – –
MA
89
Mutual Advisors
Nebraska
$299K +$12.5K +299 +4%
IIC
90
Integrated Investment Consultants
Michigan
$294K – – –
GT
91
Glenview Trust
Kentucky
$290K – – –
Millennium Management
92
Millennium Management
New York
$284K +$284K +6,775 New
FAIM
93
Financial Advocates Investment Management
Washington
$283K -$76.6K -1,823 -21%
TNB
94
Thomasville National Bank
Georgia
$280K -$18K -430 -6%
CAN
95
Cetera Advisor Networks
California
$279K -$16.2K -392 -6%
SIM
96
SSI Investment Management
California
$275K – – –
BAS
97
Brown Advisory Securities
Maryland
$273K – – –
RCAG
98
Rehmann Capital Advisory Group
Michigan
$273K – – –
MBT
99
Monroe Bank & Trust
Michigan
$265K +$2.56K +61 +1%
MAS
100
Madden Advisory Services
Florida
$263K – – –
2 3
4
5 6