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iShares US Energy ETF
IYE

Overview Fund Activity

184 hedge funds and large institutions have $244M invested in iShares US Energy ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 69 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-12
Holders Change %
-6.12%
% of All Funds
4.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
41
Reduced
69
Closed
47
Calls
$414K
Puts
–
Net Calls
+$414K
Net Calls Change
-$442K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$18M
2
FWCM
Ferguson Wellman Capital Management
Oregon
$4.65M
3
RCYC
Richard C. Young & Co
Rhode Island
$2.42M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.26M
5
BCWM
Bartlett & Co Wealth Management
Ohio
$1.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$40.5M
2
TPWA
TRUE Private Wealth Advisors
Oregon
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$638K
4
NA
Navellier & Associates
Nevada
$0
5
UCFA
United Capital Financial Advisors
Texas
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$59K -$3.14K -100 -5%
RIA
127
RPG Investment Advisory
California
$58K -$3.14K -100 -5%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$53K +$47.5K +1,523 +856%
NCM
129
Next Capital Management
New York
$43K +$43K +1,373 New
EWM
130
Executive Wealth Management
Michigan
$43K +$43K +1,392 New
SSB
131
Sandy Spring Bank
Maryland
$41K – – –
NFG
132
Next Financial Group
Texas
$40K +$12.4K +394 +45%
FRA
133
Front Row Advisors
California
$37K – – –
SFC
134
SYM Financial Corp
Indiana
$36K – – –
DSC
135
Duncker Streett & Co
Missouri
$33K -$10.6K -344 -24%
AA
136
AlphaMark Advisors
Kentucky
$33K – – –
FPS
137
Fieldpoint Private Securities
Connecticut
$28K -$230K -7,325 -89%
RE
138
RBC Europe
United Kingdom
$26.5K – – –
BWA
139
BDO Wealth Advisors
Florida
$23K – – –
AIM
140
Anchor Investment Management
South Carolina
$22.1K -$9.35K -300 -30%
NSIM
141
North Star Investment Management
Illinois
$22K – – –
WAS
142
WESPAC Advisors SoCal
California
$21K -$29K – –
PA
143
Parallel Advisors
California
$21K +$21K +700 New
WCM
144
WealthBridge Capital Management
Ohio
$20K +$20K +650 New
WTC
145
WhitTier Trust Company
Nevada
$19K +$19K +595 New
JFA
146
JNBA Financial Advisors
Minnesota
$19K +$19K +600 New
CCM
147
Cribstone Capital Management
Maine
$18K – – –
BRC
148
Bell Rock Capital
Delaware
$17K -$27.2K -862 -62%
Deutsche Bank
149
Deutsche Bank
Germany
$16K -$276K -9,671 -95%
CLOS
150
Compagnie Lombard Odier SCmA
Switzerland
$16K – – –
4 5
6
7 8