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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 %
BAM
76
Bellevue Asset Management
Washington
$314K +$314K +9,776 New
HCIA
77
Hochman Cole Investment Advisors
Illinois
$307K -$23K -716 -7%
VF
78
Virtu Financial
New York
$307K +$307K +9,562 New
PAM
79
Palisade Asset Management
Minnesota
$302K -$93.2K -2,900 -24%
EC
80
Estate Counselors
Wisconsin
$299K -$7.88M -245,200 -96%
Deutsche Bank
81
Deutsche Bank
Germany
$298K +$228K +7,104 +326%
CB
82
Commerce Bank
Missouri
$270K – – –
GPA
83
Guidance Point Advisors
Massachusetts
$261K -$139K -4,324 -35%
CWM
84
Connecticut Wealth Management
Connecticut
$257K -$549K -17,069 -68%
FC
85
FCA Corp
Texas
$257K +$257K +8,015 New
CIA
86
CSat Investment Advisory
Michigan
$235K +$16.7K +520 +8%
CPO
87
Cerity Partners OCIO
New York
$233K +$2.24K +78 +1%
5L
88
55I LLC
Massachusetts
$233K +$233K +7,257 New
CCT
89
Country Club Trust
Missouri
$232K -$57.9K -1,820 -20%
OWD
90
Osborn Williams & Donohoe
Ohio
$227K -$224K -7,000 -50%
BAM
91
Belpointe Asset Management
Nevada
$213K +$15.6K +485 +8%
Brown Advisory
92
Brown Advisory
Maryland
$211K – – –
LNC
93
Lincoln National Corp
Pennsylvania
$203K -$16.5K -515 -8%
BF
94
BOK Financial
Oklahoma
$203K +$203K +6,304 New
CC
95
Cassaday & Co
Virginia
$189K – – –
William Blair & Company
96
William Blair & Company
Illinois
$187K +$129 +4 +0.1%
LWCFA
97
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$159K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$155K -$7.79K -243 -5%
BCA
99
Bray Capital Advisors
Florida
$125K +$125K +3,900 New
SMFG
100
Sumitomo Mitsui Financial Group
Japan
$118K -$60.8K -1,889 -34%
2 3
4
5 6