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iShares US Energy ETF
IYE

Overview Fund Activity

152 hedge funds and large institutions have $210M invested in iShares US Energy ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
40
Reduced
54
Closed
21
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
+$257K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$1.86M
2
IWM
2
IHT Wealth Management
Illinois
$652K
3
ACP
3
Aveo Capital Partners
Colorado
$483K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
QIM
5
Quantitative Investment Management
Virginia
$807K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.5M
2
Wells Fargo
2
Wells Fargo
California
$4.25M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.2M
5
UBS Group
5
UBS Group
Switzerland
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
126
IAG Wealth Partners
Wisconsin
$6K 364 – –
TFS
127
TrustCore Financial Services
Tennessee
$6K 400 – –
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.59K 350 – –
TFGT
129
TS Financial Group (TSFG)
Illinois
$5K 297 – –
NSIM
130
North Star Investment Management
Illinois
$5K 300 – –
FFA
131
Founders Financial Alliance
North Carolina
$5K 300 +300 New
AWM
132
Aberdeen Wealth Management
Illinois
$5K 325 +325 New
FHA
133
Flagship Harbor Advisors
Massachusetts
$4K 270 – –
FMP
134
Financial Management Professionals
Texas
$3K 185 – –
BFEC
135
Benjamin F. Edwards & Company
Missouri
$3K 215 – –
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$3K 173 +173 New
AWA
137
Arkadios Wealth Advisors
Georgia
$2.91K 180 – –
GEA
138
Glen Eagle Advisors
New Jersey
$2.71K 170 – –
BCA
139
Bray Capital Advisors
Florida
$2K 100 -26,500 -100%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$2K 142 -209 -60%
OC
141
Oakworth Capital
Alabama
$2K 142 -127 -47%
PA
142
Parallel Advisors
California
$2K 100 – –
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$2K 150 – –
SIC
144
Salem Investment Counselors
North Carolina
$2K 150 – –
CICI
145
Capital Investment Counsel Inc
North Carolina
$2K 100 – –
SC
146
SouthState Corp
Florida
$2K 115 +115 New
CHA
147
Carmichael Hill & Associates
Maryland
$1K 90 -480 -84%
CA
148
Clearstead Advisors
Ohio
$1K 50 – –
AW
149
Avion Wealth
Texas
$1K 60 – –
VCM
150
Versant Capital Management
Arizona
$1K 114 – –
3 4 5
6
7