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iShares US Energy ETF
IYE

Overview Fund Activity

176 hedge funds and large institutions have $290M invested in iShares US Energy ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
176
Holders Change
+24
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
50
Reduced
42
Closed
17
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
+$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.4M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
UBS Group
3
UBS Group
Switzerland
$15.5M
4
BRCM
4
Bright Rock Capital Management
Massachusetts
$6.07M
5
CA
5
Calton & Associates
Florida
$4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.2M
3
RT
3
Rockland Trust
Massachusetts
$3.69M
4
HT
4
HAP Trading
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$99K -$57.8K -2,866 -37%
BC
102
Bartlett & Co
Ohio
$76K – – –
BCWM
103
Bartlett & Co Wealth Management
Ohio
$75.9K – – –
AA
104
AlphaMark Advisors
Kentucky
$67K +$54.4K +2,706 +433%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$67K +$67K +3,286 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$64K -$57.2K -2,800 -47%
IRC
107
Investors Research Corp
Georgia
$62K +$1.73K +85 +3%
PO
108
Private Ocean
California
$61K +$20 +1 +0%
VFA
109
Valeo Financial Advisors
Indiana
$55K – – –
WTC
110
WhitTier Trust Company
Nevada
$55K – – –
SWA
111
SOA Wealth Advisors
New York
$54K +$54K +2,276 New
GWS
112
Glassman Wealth Services
Virginia
$40K -$22.6K -1,130 -36%
First Manhattan
113
First Manhattan
New York
$40K – – –
CCM
114
Covington Capital Management
California
$40K +$40K +1,970 New
ME
115
McIlrath & Eck
Washington
$30K +$30K +1,500 New
SIAG
116
Safeguard Investment Advisory Group
California
$30K +$30K +1,521 New
RIA
117
RPG Investment Advisory
California
$27K – – –
FRA
118
Front Row Advisors
California
$24K – – –
BWA
119
BDO Wealth Advisors
Florida
$23K – – –
SFC
120
SYM Financial Corp
Indiana
$23K – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$22K +$19.1K +943 +664%
GC
122
Grace Capital
Massachusetts
$20K +$20K +1,000 New
FWM
123
ForthRight Wealth Management
Georgia
$20K +$20K +1,000 New
TAM
124
Tucker Asset Management
Colorado
$19.2K +$19.2K +950 New
ICP
125
Interchange Capital Partners
Pennsylvania
$19K +$19K +960 New
3 4
5
6 7