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iShares US Energy ETF
IYE

Overview Fund Activity

176 hedge funds and large institutions have $290M invested in iShares US Energy ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
176
Holders Change
+24
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
50
Reduced
42
Closed
17
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
+$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.4M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
UBS Group
3
UBS Group
Switzerland
$15.5M
4
BRCM
4
Bright Rock Capital Management
Massachusetts
$6.07M
5
CA
5
Calton & Associates
Florida
$4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.2M
3
RT
3
Rockland Trust
Massachusetts
$3.69M
4
HT
4
HAP Trading
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
76
Prospera Financial Services
Texas
$232K +$210K +10,390 +945%
GBT
77
Grove Bank & Trust
Florida
$226K +$226K +11,158 New
MAFM
78
Mid Atlantic Financial Management
Pennsylvania
$226K +$226K +11,160 New
SB
79
Simmons Bank
Arkansas
$222K -$2.23K -110 -1%
TPWA
80
TRUE Private Wealth Advisors
Oregon
$218K +$15.1K +746 +7%
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$217K +$217K +10,708 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$208K +$208K +10,266 New
CAN
83
Claraphi Advisory Network
United States
$202K -$18K -891 -8%
EWA
84
Evolution Wealth Advisors
Florida
$176K – – –
MA
85
MCF Advisors
Kentucky
$169K -$238K -11,722 -58%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$160K +$80.6K +3,577 +101%
CFGS
87
Concourse Financial Group Securities
Alabama
$158K +$86.8K +4,296 +122%
LPIC
88
LeJeune Puetz Investment Counsel
Michigan
$144K – – –
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$143K -$63.1K -3,128 -31%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$140K -$879K -43,200 -86%
BAM
91
Bellevue Asset Management
Washington
$138K -$38K -1,718 -22%
BAM
92
Belpointe Asset Management
Nevada
$135K -$11.3K -557 -8%
GWM
93
Geneos Wealth Management
Colorado
$133K +$4.31K +193 +3%
CWM
94
Cranbrook Wealth Management
Michigan
$123K – – –
CC
95
Cassaday & Co
Virginia
$120K +$910 +45 +0.8%
ASN
96
Advisory Services Network
Georgia
$111K +$15.2K +751 +16%
Citigroup
97
Citigroup
New York
$111K +$92.5K +4,557 +501%
IA
98
IFP Advisors
Florida
$110K – – –
FWP
99
FAS Wealth Partners
Kansas
$105K +$1.07K +53 +1%
APWA
100
Atlas Private Wealth Advisors
New Jersey
$103K -$483 -24 -0.5%
2 3
4
5 6