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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.

New
Increased
Maintained
Reduced
Closed
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 %
DSC
126
Duncker Streett & Co
Missouri
$34K +$34K +1,052 New
AA
127
AlphaMark Advisors
Kentucky
$30K -$3.24K -100 -10%
RE
128
RBC Europe
United Kingdom
$27.3K – – –
SF
129
Synovus Financial
Georgia
$25K – – –
SSB
130
Sandy Spring Bank
Maryland
$25K – – –
IWP
131
IAG Wealth Partners
Wisconsin
$23K +$23K +702 New
PA
132
Parallel Advisors
California
$22K – – –
AWM
133
Aberdeen Wealth Management
Illinois
$20K +$20K +625 New
VCP
134
Verus Capital Partners
Arizona
$19K +$19K +607 New
BWA
135
BDO Wealth Advisors
Florida
$18K – – –
CHA
136
Carmichael Hill & Associates
Maryland
$18K +$18K +570 New
GFPC
137
Global Financial Private Client
Florida
$17.5K +$17.5K +546 New
VNA
138
Valley National Advisers
Pennsylvania
$16K -$129K -4,056 -89%
Citigroup
139
Citigroup
New York
$16K -$41.9K -1,327 -72%
NFG
140
Next Financial Group
Texas
$16K – – –
JFA
141
JNBA Financial Advisors
Minnesota
$14K – – –
TFS
142
TrustCore Financial Services
Tennessee
$13K – – –
BAM
143
Barrett Asset Management
New York
$12K – – –
CAC
144
Certified Advisory Corp
Florida
$12K – – –
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K – – –
AIC
146
Ameritas Investment Company
Nebraska
$11K -$84.8K -2,652 -89%
BCI
147
Brinker Capital Investments
Pennsylvania
$11K – – –
NSIM
148
North Star Investment Management
Illinois
$10K – – –
TFGT
149
TS Financial Group (TSFG)
Illinois
$10K – – –
CWA
150
Carolina Wealth Advisors
South Carolina
$10K +$10K +300 New
4 5
6
7 8