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iShares US Energy ETF
IYE

Overview Fund Activity

179 hedge funds and large institutions have $311M invested in iShares US Energy ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
3.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
40
Reduced
60
Closed
29
Calls
$327K
Puts
$344K
Net Calls
-$17K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$41.4M
2
CWM
2
Connecticut Wealth Management
Connecticut
$3.23M
3
Jane Street
3
Jane Street
New York
$3.53M
4
VF
4
Virtu Financial
New York
$2.37M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.89M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.2M
3
EC
3
Estate Counselors
Wisconsin
$8.76M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.08M
5
HNB
5
Huntington National Bank
Ohio
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
101
First Manhattan
New York
$178K – – –
SPIA
102
Steward Partners Investment Advisory
New York
$178K +$178K +5,187 New
LWCFA
103
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$170K – – –
CFGS
104
Concourse Financial Group Securities
Alabama
$166K -$170K -4,939 -51%
US Bancorp
105
US Bancorp
Minnesota
$165K – – –
VNA
106
Valley National Advisers
Pennsylvania
$157K – – –
GAM
107
Griffin Asset Management
New York
$153K +$153K +4,449 New
IWA
108
IBEX Wealth Advisors
New Jersey
$150K +$150K +4,368 New
RCAG
109
Rehmann Capital Advisory Group
Michigan
$128K – – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$104K -$20.7K -600 -17%
USGIU
111
U.S. Global Investors (USGI)
Texas
$100K +$100K +2,900 New
KTC
112
Kistler-Tiffany Companies
Pennsylvania
$99K – – –
APA
113
American Portfolios Advisors
New York
$95.3K – – –
VFA
114
Valeo Financial Advisors
Indiana
$94K – – –
RIA
115
Realta Investment Advisors
Delaware
$88K -$9.93K -290 -10%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$67K -$29.6K -861 -31%
Citigroup
117
Citigroup
New York
$67K +$5.3K +153 +9%
RIA
118
RPG Investment Advisory
California
$64K – – –
SF
119
Synovus Financial
Georgia
$62K -$2.89K -84 -4%
EWM
120
Executive Wealth Management
Michigan
$60K +$26.5K +774 +79%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$51K +$40.2K +1,171 +373%
NCM
122
Next Capital Management
New York
$47K – – –
SCA
123
Stonebridge Capital Advisors
Minnesota
$47K +$47K +1,375 New
FRA
124
Front Row Advisors
California
$41K – – –
SFC
125
SYM Financial Corp
Indiana
$40K – – –
3 4
5
6 7