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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.5M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$638K
4
NA
4
Navellier & Associates
Nevada
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
151
Sargent Bickham Lagudis
Colorado
$15K – – –
GEA
152
Glen Eagle Advisors
New Jersey
$14.6K -$4.05K -130 -22%
CFA
153
Carroll Financial Associates
North Carolina
$14K -$28.3K -910 -67%
CBT
154
Central Bank & Trust
Kentucky
$14K – – –
CAC
155
Certified Advisory Corp
Florida
$12K -$5.76K -178 -32%
BAM
156
Barrett Asset Management
New York
$12K – – –
ASN
157
Advisory Services Network
Georgia
$11K – – –
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K – – –
WIM
159
Westside Investment Management
California
$10.9K +$10.9K +350 New
AIM
160
Advantage Investment Management
Iowa
$10K -$76.7K -2,555 -88%
BCI
161
Brinker Capital Investments
Pennsylvania
$10K – – –
WEC
162
Winslow Evans & Crocker
Massachusetts
$10K – – –
BFEC
163
Benjamin F. Edwards & Company
Missouri
$10K +$10K +314 New
WTB
164
Washington Trust Bank
Washington
$9K – – –
IF
165
Ironwood Financial
Arizona
$8K – – –
AWM
166
Avior Wealth Management
Nebraska
$8K +$6.61K +237 +474%
OC
167
Oakworth Capital
Alabama
$7K – – –
WT
168
Whittier Trust
California
$7K – – –
OIA
169
Optimum Investment Advisors
Illinois
$6K – – –
TCM
170
Tradewinds Capital Management
Washington
$6K – – –
Bessemer Group
171
Bessemer Group
New Jersey
$6K – – –
BBPWM
172
Blue Bell Private Wealth Management
Pennsylvania
$5K -$5K -150 -50%
GI
173
Gradient Investments
Minnesota
$4K – – –
BTNA
174
Bremer Trust National Association
Minnesota
$4K +$4K +140 New
ACA
175
Ackerman Capital Advisors
Texas
$3.21K +$3.21K +102,954 New
5 6
7
8 9