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iShares US Energy ETF
IYE

Overview Fund Activity

184 hedge funds and large institutions have $244M invested in iShares US Energy ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 69 reducing their positions, and 47 closing their positions.

Holders
184
Holders Change
-12
Holders Change %
-6.12%
% of All Funds
4.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
41
Reduced
69
Closed
47
Calls
$414K
Puts
–
Net Calls
+$414K
Net Calls Change
-$442K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$4.65M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$2.42M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.26M
5
BCWM
5
Bartlett & Co Wealth Management
Ohio
$1.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.5M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$638K
4
NA
4
Navellier & Associates
Nevada
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
101
Mutual Advisors
Nebraska
$222K 7,141 +15 +0.2%
IIC
102
Integrated Investment Consultants
Michigan
$218K 7,000 – –
FAIM
103
Financial Advocates Investment Management
Washington
$216K 6,919 +182 +3%
LNC
104
Lincoln National Corp
Pennsylvania
$212K 6,796 +6,796 New
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$209K 6,707 -18,377 -73%
PIA
106
Peachtree Investment Advisors
Georgia
$207K 6,650 +6,650 New
SIM
107
SSI Investment Management
California
$204K 6,550 – –
CCFCSB
108
Cape Cod Five Cents Savings Bank
Massachusetts
$204K 6,550 +6,550 New
CC
109
Cassaday & Co
Virginia
$181K 5,822 +168 +3%
First Manhattan
110
First Manhattan
New York
$169K 5,440 -230 -4%
US Bancorp
111
US Bancorp
Minnesota
$155K 4,953 -1,000 -17%
CIA
112
CSat Investment Advisory
Michigan
$155K 4,983 +3,540 +245%
LWCFA
113
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K 4,950 – –
VNA
114
Valley National Advisers
Pennsylvania
$153K 4,902 +4,802 +4,802%
AF
115
Advisornet Financial
Minnesota
$103K 3,299 +9 +0.3%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$92K 2,954 -2,413 -45%
KTC
117
Kistler-Tiffany Companies
Pennsylvania
$90K 2,891 – –
APA
118
American Portfolios Advisors
New York
$86.3K 2,770 -150 -5%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$86K 2,740 -746 -21%
VFA
120
Valeo Financial Advisors
Indiana
$85K 2,741 – –
KPW
121
Kore Private Wealth
New York
$77K 2,469 +2,469 New
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$70K 2,250 +630 +39%
MWA
123
Meridian Wealth Advisors
Texas
$61K 1,950 +1,950 New
IA
124
IFP Advisors
Florida
$59K 1,903 -2,304 -55%
SF
125
Synovus Financial
Georgia
$59K 1,884 -853 -31%
3 4
5
6 7