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iShares US Energy ETF
IYE

Overview Fund Activity

196 hedge funds and large institutions have $423M invested in iShares US Energy ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 21 closing their positions.

Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
52
Reduced
62
Closed
21
Calls
$1.11M
Puts
$256K
Net Calls
+$856K
Net Calls Change
-$3.22M

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$11.6M
2
TRCT
2
Tower Research Capital (TRC)
New York
$2.31M
3
CWM
3
Cornerstone Wealth Management
Missouri
$4.87M
4
Ameriprise
4
Ameriprise
Minnesota
$4.25M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.34M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.95M
2
UCFA
2
United Capital Financial Advisors
Texas
$11.3M
3
Bank of America
3
Bank of America
North Carolina
$96.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.7M
5
FAAS
5
First Allied Advisory Services
California
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALIONA
101
Allianz Life Insurance of North America
Minnesota
$255K +$29.3K +700 +13%
US Bancorp
102
US Bancorp
Minnesota
$249K +$4.18K +100 +2%
SPIA
103
Steward Partners Investment Advisory
New York
$240K – – –
FWIA
104
Fort Washington Investment Advisors
Ohio
$239K – – –
CC
105
Cassaday & Co
Virginia
$237K -$12.6K -300 -5%
First Manhattan
106
First Manhattan
New York
$237K – – –
TFF
107
The Family Firm
Maryland
$232K -$48.4K -1,157 -17%
CCT
108
Country Club Trust
Missouri
$230K +$10.7K +255 +5%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$230K +$230K +5,429 New
MHS
110
M Holdings Securities
Oregon
$228K +$15.5K +370 +7%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$225K +$7.63K +182 +4%
HCIA
112
Hochman Cole Investment Advisors
Illinois
$219K – – –
GFPC
113
Global Financial Private Capital
Florida
$219K +$219K +5,216 New
IWM
114
IHT Wealth Management
Illinois
$217K +$217K +5,177 New
NIC
115
Northwest Investment Counselors
Oregon
$216K +$2.93K +70 +1%
LWCFA
116
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$208K – – –
GAM
117
Griffin Asset Management
New York
$208K +$208K +4,954 New
CRWM
118
Castle Rock Wealth Management
California
$208K +$208K +5,468 New
DY
119
Dowling & Yahnke
California
$200K -$13.2K -315 -6%
IA
120
IFP Advisors
Florida
$177K -$385K -9,140 -68%
VIA
121
Vantage Investment Advisors
Pennsylvania
$170K – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$146K +$146K +3,486 New
GP
123
Girard Partners
Pennsylvania
$142K +$142K +3,395 New
AF
124
Advisornet Financial
Minnesota
$138K -$57.9K -1,380 -30%
APA
125
American Portfolios Advisors
New York
$123K – – –
3 4
5
6 7