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iShares US Energy ETF
IYE

Overview Fund Activity

178 hedge funds and large institutions have $284M invested in iShares US Energy ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
178
Holders Change
+20
Holders Change %
+12.66%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
35
Reduced
57
Closed
20
Calls
$2.11M
Puts
$774K
Net Calls
+$1.33M
Net Calls Change
-$229K

Top Buyers

1
OC
1
Oakworth Capital
Alabama
$7.39M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
CRC
3
Curi RMB Capital
Illinois
$4.36M
4
PAG
4
Pinnacle Advisory Group
Maryland
$4.29M
5
UBS Group
5
UBS Group
Switzerland
$15.6M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$299K
2
Bank of America
2
Bank of America
North Carolina
$32.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.58M
4
BlackRock
4
BlackRock
New York
$794K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$116K +$47K +1,465 +68%
KTC
102
Kistler-Tiffany Companies
Pennsylvania
$93K – – –
SIC
103
Samalin Investment Counsel
New York
$91K +$91K +2,853 New
WTC
104
WhitTier Trust Company
Nevada
$88K +$80.6K +2,505 +1,089%
VFA
105
Valeo Financial Advisors
Indiana
$87K – – –
SFS
106
Sowell Financial Services
Arkansas
$84K – – –
Fidelity Investments
107
Fidelity Investments
Massachusetts
$82K -$12.7K -392 -13%
APA
108
American Portfolios Advisors
New York
$81.9K -$7.07K -220 -8%
US Bancorp
109
US Bancorp
Minnesota
$79K -$63.8K -2,000 -45%
First Manhattan
110
First Manhattan
New York
$71K -$93.8K -2,960 -57%
AA
111
Advisory Alpha
Michigan
$63.8K -$23.1K -725 -27%
IA
112
IFP Advisors
Florida
$59K -$1.92K -60 -3%
DY
113
Dowling & Yahnke
California
$59K +$59K +1,830 New
Simplex Trading
114
Simplex Trading
Illinois
$57K +$6.33K +200 +13%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$52K -$823K -25,695 -94%
TF
116
Tompkins Financial
New York
$51K +$51K +1,600 New
RIA
117
RPG Investment Advisory
California
$50K – – –
CWP
118
CFM Wealth Partners
Texas
$48K +$48K +1,498 New
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$41K -$24.8K -778 -38%
SWM
120
Sugarloaf Wealth Management
Georgia
$40K +$40K +1,243 New
FRA
121
Front Row Advisors
California
$39K – – –
AF
122
Advisornet Financial
Minnesota
$38K +$890 +28 +2%
SFC
123
SYM Financial Corp
Indiana
$37K – – –
SCA
124
Stonebridge Capital Advisors
Minnesota
$35K -$8.75K -275 -20%
RIA
125
Realta Investment Advisors
Delaware
$34K -$19.1K -600 -36%
3 4
5
6 7