iShares US Energy ETF
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.
172% more call options, than puts
Call options by funds: $2.11M | Put options by funds: $774K
115% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 20
13% more funds holding
Funds holding: 158 → 178 (+20)
1.75% more ownership
Funds ownership: 45% → 46.76% (+1.8%)
4% more capital invested
Capital invested by funds: $274M → $284M (+$10.3M)
39% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oakworth Capital
Birmingham,
Alabama
|
+$7.31M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.44M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$4.29M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$4.21M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$7.75M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.17M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.9M |
| 4 |
BlackRock
New York
|
-$2.81M |
| 5 |
JP Morgan Chase
New York
|
-$2.56M |
IYE Hedge Fund Activity: Q4 2019 in Review
178 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q4 2019, worth a combined $284M — up 3.8% from $274M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IYE positions and 20 closed out — a net gain of 23 holders — while 35 added to existing stakes and 57 trimmed.
The largest buyer was Oakworth Capital, adding an estimated $7.31M. The largest seller was Estate Counselors, cutting an estimated $7.75M.
- 178 institutional investors held iShares US Energy ETF (IYE) as of Q4 2019, up from 158 in Q3 2019.
- Funds reported $284M of iShares US Energy ETF stock for Q4 2019, up 3.8% quarter-over-quarter.
- 43 funds opened new iShares US Energy ETF positions in Q4 2019 and 20 closed out, a net change of +23 holders.
- The largest iShares US Energy ETF buyer in Q4 2019 was Oakworth Capital, an estimated $7.31M added.
- The largest iShares US Energy ETF seller in Q4 2019 was Estate Counselors, an estimated $7.75M sold.
Based on aggregated 13F filings for Q4 2019.