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iShares US Energy ETF
IYE

Overview Fund Activity

152 hedge funds and large institutions have $210M invested in iShares US Energy ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
40
Reduced
54
Closed
21
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
+$257K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$1.86M
2
IWM
2
IHT Wealth Management
Illinois
$652K
3
ACP
3
Aveo Capital Partners
Colorado
$483K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
QIM
5
Quantitative Investment Management
Virginia
$807K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.5M
2
Wells Fargo
2
Wells Fargo
California
$4.25M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.2M
5
UBS Group
5
UBS Group
Switzerland
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
76
TRUE Private Wealth Advisors
Oregon
$160K 10,033 +1,934 +24%
EWA
77
Evolution Wealth Advisors
Florida
$139K 8,705 -9,565 -52%
BAM
78
Bellevue Asset Management
Washington
$127K 7,952 -789 -9%
William Blair & Company
79
William Blair & Company
Illinois
$124K 7,774 +2,044 +36%
BAM
80
Belpointe Asset Management
Nevada
$115K 7,209 -120 -2%
LPIC
81
LeJeune Puetz Investment Counsel
Michigan
$113K 7,100 – –
CWM
82
Cranbrook Wealth Management
Michigan
$97K 6,083 – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$95K 5,933 -2,843 -32%
CC
84
Cassaday & Co
Virginia
$94K 5,888 – –
GWM
85
Geneos Wealth Management
Colorado
$92K 5,767 -200 -3%
IA
86
IFP Advisors
Florida
$84K 5,417 -500 -8%
APWA
87
Atlas Private Wealth Advisors
New Jersey
$82K 5,137 – –
FWP
88
FAS Wealth Partners
Kansas
$82K 5,138 +85 +2%
ASN
89
Advisory Services Network
Georgia
$76K 4,732 +4,732 New
NIC
90
Northwest Investment Counselors
Oregon
$69K 4,344 +4,344 New
BC
91
Bartlett & Co
Ohio
$60K 3,750 – –
BCWM
92
Bartlett & Co Wealth Management
Ohio
$59.9K 3,750 – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$56K 3,526 +5 +0.1%
CFGS
94
Concourse Financial Group Securities
Alabama
$56K 3,525 +163 +5%
GWS
95
Glassman Wealth Services
Virginia
$50K 3,130 – –
PO
96
Private Ocean
California
$48K 3,028 – –
IRC
97
Investors Research Corp
Georgia
$47K 2,965 +256 +9%
WTC
98
WhitTier Trust Company
Nevada
$44K 2,735 – –
VFA
99
Valeo Financial Advisors
Indiana
$43K 2,700 – –
NFG
100
Next Financial Group
Texas
$33K 2,078 +2,078 New
2 3
4
5 6