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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 %
EWA
76
EP Wealth Advisors
California
$368K 11,810 +11,810 New
BHIA
77
Birch Hill Investment Advisors
Massachusetts
$361K 11,600 -2,600 -18%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$348K 8,881 +349 +4%
BTS
79
BB&T Securities
Virginia
$347K 11,153 -3,569 -24%
PWLP
80
Prio Wealth Limited Partnership
Massachusetts
$343K 11,035 -100 -0.9%
DADC
81
D.A. Davidson & Co
Montana
$339K 10,890 -388 -3%
DC
82
Davenport & Co
Virginia
$339K 10,895 +3,656 +51%
GPA
83
Guidance Point Advisors
Massachusetts
$339K 10,890 +10,890 New
CFGS
84
Concourse Financial Group Securities
Alabama
$325K 10,444 -3,527 -25%
Stifel Financial
85
Stifel Financial
Missouri
$307K 9,928 -8,517 -46%
CA
86
Cetera Advisors
Colorado
$306K 9,863 -294 -3%
WI
87
Wintrust Investments
Illinois
$304K 9,745 -3,957 -29%
MCM
88
Murphy Capital Management
New Jersey
$303K 9,744 -3,225 -25%
TFF
89
The Family Firm
Maryland
$303K 9,727 +4,186 +76%
William Blair & Company
90
William Blair & Company
Illinois
$298K 9,548 +2,411 +34%
GWM
91
Geneos Wealth Management
Colorado
$296K 9,575 -230 -2%
CB
92
Commerce Bank
Missouri
$289K 9,262 – –
SHCM
93
Stokes & Hubbell Capital Management
Louisiana
$283K 9,074 -748 -8%
B
94
Barings
North Carolina
$280K 9,000 +9,000 New
KIA
95
KCM Investment Advisors
California
$265K 8,490 -12,669 -60%
FHA
96
Flagship Harbor Advisors
Massachusetts
$260K 8,367 -1,462 -15%
GT
97
Glenview Trust
Kentucky
$254K 8,159 +1,251 +18%
Lido Advisors
98
Lido Advisors
California
$248K 7,987 -88 -1%
CPO
99
Cerity Partners OCIO
New York
$241K 7,743 +138 +2%
DBT
100
Dubuque Bank & Trust
Iowa
$223K 7,171 +7,171 New
2 3
4
5 6