IYE icon

iShares US Energy ETF

158 hedge funds and large institutions have $275M invested in iShares US Energy ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
42
Reduced
52
Closed
27
Calls
$309K
Puts
$401K
Net Calls
-$92K
Net Calls Change
-$57K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$32K -$4.93K -139 -13%
SEI Investments
127
SEI Investments
Pennsylvania
$32K +$175 +5 +0.6%
EA
128
Edge Advisors
Georgia
$30K
SPIA
129
Steward Partners Investment Advisory
New York
$29K +$16.9K +478 +139%
BC
130
Bartlett & Co
Ohio
$28K -$9.75K -275 -26%
NSIM
131
North Star Investment Management
Illinois
$25K -$9.78K -275 -28%
WAS
132
WESPAC Advisors SoCal
California
$24K
US Bancorp
133
US Bancorp
Minnesota
$22K -$43.1K -1,216 -66%
WA
134
WFG Advisors
Texas
$22K +$1.72K +48 +8%
RPG
135
Risk Paradigm Group
Texas
$21K -$28.6K -807 -58%
BBPWM
136
Blue Bell Private Wealth Management
Pennsylvania
$21K
JFA
137
JNBA Financial Advisors
Minnesota
$21K
CCM
138
Cribstone Capital Management
Maine
$20K
NA
139
NewEdge Advisors
Louisiana
$16.8K +$16.8K +478 New
WIM
140
Westside Investment Management
California
$15.8K +$4.39K +125 +38%
IF
141
Ironwood Financial
Arizona
$14K
BAM
142
Barrett Asset Management
New York
$13K
BCI
143
Brinker Capital Investments
Pennsylvania
$12K +$12K +327 New
PSUF
144
People's United Financial
Connecticut
$11K -$12.9K -353 -54%
CHC
145
City Holding Co
West Virginia
$11K
OC
146
Oakworth Capital
Alabama
$8K
WT
147
Whittier Trust
California
$8K
FIB
148
First Interstate Bank
Montana
$7K
GI
149
Gradient Investments
Minnesota
$5K
ASN
150
Advisory Services Network
Georgia
$5K