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iShares US Energy ETF
IYE

Overview Fund Activity

160 hedge funds and large institutions have $276M invested in iShares US Energy ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 23 closing their positions.

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
58
Reduced
32
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$45.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.1M
4
RT
4
Rockland Trust
Massachusetts
$6.39M
5
Wells Fargo
5
Wells Fargo
California
$9.55M

Top Sellers

1
SC
1
Scotia Capital
Ontario, Canada
$0
2
DY
2
Dowling & Yahnke
California
$259K
3
V
3
Veritable
Delaware
$688K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.05M
5
5L
5
55I LLC
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$176K 8,776 -1,959 -18%
BAM
77
Bellevue Asset Management
Washington
$175K 8,741 -10,465 -54%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$169K 8,453 -5,566 -40%
TPWA
79
TRUE Private Wealth Advisors
Oregon
$162K 8,099 – –
BAM
80
Belpointe Asset Management
Nevada
$147K 7,329 +161 +2%
LPIC
81
LeJeune Puetz Investment Counsel
Michigan
$142K 7,100 -8,500 -54%
CWM
82
Cranbrook Wealth Management
Michigan
$122K 6,083 -4,544 -43%
CC
83
Cassaday & Co
Virginia
$118K 5,888 – –
CIA
84
CSat Investment Advisory
Michigan
$116K 5,804 -1,857 -24%
IA
85
IFP Advisors
Florida
$116K 5,917 +2,552 +76%
GWM
86
Geneos Wealth Management
Colorado
$115K 5,967 -2,307 -28%
William Blair & Company
87
William Blair & Company
Illinois
$115K 5,730 -93 -2%
SF
88
Synovus Financial
Georgia
$115K 5,755 +35 +0.6%
SPIA
89
Steward Partners Investment Advisory
New York
$104K 5,207 – –
APWA
90
Atlas Private Wealth Advisors
New Jersey
$103K 5,137 +5,137 New
FWP
91
FAS Wealth Partners
Kansas
$101K 5,053 +53 +1%
Citigroup
92
Citigroup
New York
$101K 5,024 +4,316 +610%
PIMG
93
Patriot Investment Management Group
Tennessee
$81.7K 4,083 +4,083 New
BCWM
94
Bartlett & Co Wealth Management
Ohio
$75K 3,750 – –
BC
95
Bartlett & Co
Ohio
$75K 3,750 – –
CG
96
Cutler Group
California
$70K 3,499 – –
CFGS
97
Concourse Financial Group Securities
Alabama
$67K 3,362 -252 -7%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$65K 3,521 +1,622 +85%
GWS
99
Glassman Wealth Services
Virginia
$63K 3,130 -1,423 -31%
CAN
100
Cetera Advisor Networks
California
$63K 3,148 +3,148 New
2 3
4
5 6