IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

188 hedge funds and large institutions have $337M invested in iShares US Energy ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+4
Holders Change %
+2.17%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
45
Reduced
61
Closed
24
Calls
$5.4M
Puts
$519K
Net Calls
+$4.88M
Net Calls Change
+$5.58M

Top Buyers

1
EC
Estate Counselors
Wisconsin
$12M
2
Deutsche Bank
Deutsche Bank
Germany
$5.55M
3
Jane Street
Jane Street
New York
$2.59M
4
FAAS
First Allied Advisory Services
California
$4.42M
5
Stifel Financial
Stifel Financial
Missouri
$2.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$45.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$611K
3
UCFA
United Capital Financial Advisors
Texas
$3.97M
4
ANTB
AMG National Trust Bank
Colorado
$16.4M
5
UBS Group
UBS Group
Switzerland
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
151
WESPAC Advisors SoCal
California
$25K – – –
JFA
152
JNBA Financial Advisors
Minnesota
$22K – – –
TFS
153
TrustCore Financial Services
Tennessee
$21K -$3.63K -99 -15%
CCM
154
Cribstone Capital Management
Maine
$21K – – –
CAC
155
Certified Advisory Corp
Florida
$20K – – –
GEA
156
Glen Eagle Advisors
New Jersey
$19.2K – – –
SWM
157
SeaCrest Wealth Management
New York
$18K -$9.81K -268 -35%
RFC
158
Regions Financial Corp
Alabama
$18K +$18K +500 New
CLOS
159
Compagnie Lombard Odier SCmA
Switzerland
$18K +$18K +500 New
RWG
160
Regal Wealth Group
California
$17K – – –
WIM
161
Westside Investment Management
California
$16.3K – – –
BAM
162
Barrett Asset Management
New York
$14K – – –
BCI
163
Brinker Capital Investments
Pennsylvania
$12K – – –
ASN
164
Advisory Services Network
Georgia
$12K – – –
WWM
165
Wagner Wealth Management
South Carolina
$11K -$4.04K -105 -27%
PCG
166
Private Capital Group
Connecticut
$11K – – –
WTB
167
Washington Trust Bank
Washington
$11K – – –
BBPWM
168
Blue Bell Private Wealth Management
Pennsylvania
$11K – – –
WEC
169
Winslow Evans & Crocker
Massachusetts
$10.4K – – –
OC
170
Oakworth Capital
Alabama
$9K – – –
IF
171
Ironwood Financial
Arizona
$9K – – –
WT
172
Whittier Trust
California
$8K – – –
FIB
173
First Interstate Bank
Montana
$7K – – –
OIA
174
Optimum Investment Advisors
Illinois
$7K +$7K +200 New
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$6K -$847 -25 -12%
5 6
7
8 9