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iShares US Energy ETF
IYE

Overview Fund Activity

190 hedge funds and large institutions have $340M invested in iShares US Energy ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+6
Holders Change %
+3.26%
% of All Funds
4.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
42
Reduced
68
Closed
24
Calls
$576K
Puts
$875K
Net Calls
-$299K
Net Calls Change
-$713K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$80.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.34M
4
EC
4
Estate Counselors
Wisconsin
$14.3M
5
ASN
5
Advisory Services Network
Georgia
$2.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.2M
2
Bank of America
2
Bank of America
North Carolina
$38.8M
3
Wells Fargo
3
Wells Fargo
California
$6.82M
4
LPL Financial
4
LPL Financial
California
$9.23M
5
UBS Group
5
UBS Group
Switzerland
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
101
Mutual Advisors
Nebraska
$213K -$44.5K -1,234 -17%
CC
102
Cassaday & Co
Virginia
$212K +$2.38K +66 +1%
TSS
103
Two Sigma Securities
New York
$209K +$209K +5,806 New
MBT
104
Monroe Bank & Trust
Michigan
$207K +$207K +5,743 New
GPA
105
Garrison Point Advisors
California
$206K +$206K +5,715 New
MAFM
106
Mid Atlantic Financial Management
Pennsylvania
$202K +$202K +5,597 New
First Manhattan
107
First Manhattan
New York
$187K -$8.63K -240 -4%
LWCFA
108
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K – – –
US Bancorp
109
US Bancorp
Minnesota
$173K -$5.59K -155 -3%
VNA
110
Valley National Advisers
Pennsylvania
$164K -$12.3K -341 -7%
AA
111
Advisory Alpha
Michigan
$163K +$163K +4,710 New
CIA
112
CSat Investment Advisory
Michigan
$154K -$26K -720 -14%
RCAG
113
Rehmann Capital Advisory Group
Michigan
$134K +$134K +3,728 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$130K +$31.6K +880 +32%
AF
115
Advisornet Financial
Minnesota
$119K +$216 +6 +0.2%
Deutsche Bank
116
Deutsche Bank
Germany
$116K +$95.8K +2,667 +475%
KTC
117
Kistler-Tiffany Companies
Pennsylvania
$104K – – –
RIA
118
Realta Investment Advisors
Delaware
$104K +$104K +2,860 New
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$101K -$5.18K -144 -5%
APA
120
American Portfolios Advisors
New York
$99.8K – – –
VFA
121
Valeo Financial Advisors
Indiana
$99K – – –
Marshall Wace
122
Marshall Wace
United Kingdom
$98K +$98K +2,733 New
AIC
123
Ameritas Investment Company
Nebraska
$75K +$75K +2,086 New
Simplex Trading
124
Simplex Trading
Illinois
$70K +$68.6K +1,923 +4,931%
SF
125
Synovus Financial
Georgia
$68K – – –
3 4
5
6 7