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iShares US Energy ETF
IYE

Overview Fund Activity

179 hedge funds and large institutions have $311M invested in iShares US Energy ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
3.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
40
Reduced
60
Closed
29
Calls
$327K
Puts
$344K
Net Calls
-$17K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$41.4M
2
CWM
2
Connecticut Wealth Management
Connecticut
$3.23M
3
Jane Street
3
Jane Street
New York
$3.53M
4
VF
4
Virtu Financial
New York
$2.37M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.89M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.2M
3
EC
3
Estate Counselors
Wisconsin
$8.76M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.08M
5
HNB
5
Huntington National Bank
Ohio
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$312K -$12.4K -360 -4%
CCT
77
Country Club Trust
Missouri
$300K -$104K -3,010 -26%
AFS
78
Access Financial Services
Minnesota
$295K – – –
Mariner
79
Mariner
Kansas
$287K +$19.2K +559 +7%
MCM
80
Murphy Capital Management
New Jersey
$279K -$15K -435 -5%
Brown Advisory
81
Brown Advisory
Maryland
$277K -$4.31K -125 -2%
FAAS
82
First Allied Advisory Services
California
$276K +$11.1K +324 +4%
Lido Advisors
83
Lido Advisors
California
$274K +$34 +1 +0%
CPO
84
Cerity Partners OCIO
New York
$273K +$2.52K +73 +0.9%
DADC
85
D.A. Davidson & Co
Montana
$264K -$112K -3,241 -30%
FHA
86
Flagship Harbor Advisors
Massachusetts
$260K -$27.5K -800 -10%
TSS
87
Two Sigma Securities
New York
$259K +$59.3K +1,725 +30%
RWM
88
Reston Wealth Management
Virginia
$252K -$175K -5,062 -41%
Stifel Financial
89
Stifel Financial
Missouri
$243K -$96.7K -2,832 -28%
5L
90
55I LLC
Massachusetts
$241K +$241K +7,017 New
FTS
91
Fifth Third Securities
Ohio
$240K +$240K +6,985 New
William Blair & Company
92
William Blair & Company
Illinois
$230K +$34 +1 +0%
LNC
93
Lincoln National Corp
Pennsylvania
$225K -$10.6K -306 -4%
SIM
94
SSI Investment Management
California
$225K – – –
Bank of New York Mellon
95
Bank of New York Mellon
New York
$221K -$130K -3,777 -37%
BAM
96
Belpointe Asset Management
Nevada
$209K +$209K +6,074 New
CG
97
Colony Group
Massachusetts
$207K – – –
CC
98
Cassaday & Co
Virginia
$203K – – –
SMFG
99
Sumitomo Mitsui Financial Group
Japan
$201K -$220K -6,398 -52%
CIA
100
CSat Investment Advisory
Michigan
$199K +$52K +1,508 +35%
2 3
4
5 6