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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.

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 %
WCG
151
Weaver Consulting Group
California
$9K – – –
FHA
152
Flagship Harbor Advisors
Massachusetts
$9K – – –
CCM
153
Cribstone Capital Management
Maine
$8K -$2.17K -70 -21%
IF
154
Ironwood Financial
Arizona
$8K – – –
BFEC
155
Benjamin F. Edwards & Company
Missouri
$7K -$29.5K -905 -81%
BRC
156
Bell Rock Capital
Delaware
$7K – – –
CBT
157
Central Bank & Trust
Kentucky
$6K – – –
TCM
158
Tradewinds Capital Management
Washington
$6K – – –
TF
159
TimeScale Financial
Massachusetts
$6K – – –
IFWM
160
Institute for Wealth Management
Colorado
$6K +$6K +200 New
AF
161
Affiance Financial
Minnesota
$6K +$6K +202 New
GEA
162
Glen Eagle Advisors
New Jersey
$5.46K -$3.21K -100 -37%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
SIC
164
Salem Investment Counselors
North Carolina
$5K – – –
GI
165
Gradient Investments
Minnesota
$5K – – –
CAL
166
Capital Analysts LLC
Pennsylvania
$4K – – –
PA
167
PSI Advisors
Florida
$4K +$4K +139 New
WT
168
Whittier Trust
California
$3K -$3.25K -117 -52%
PWP
169
Personal Wealth Partners
Minnesota
$3K – – –
CICI
170
Capital Investment Counsel Inc
North Carolina
$3K – – –
VCM
171
Versant Capital Management
Arizona
$3K – – –
WFMPM
172
Woodley Farra Manion Portfolio Management
Indiana
$3K +$3K +78 New
OPS
173
Orion Portfolio Solutions
Nebraska
$3K +$3K +95 New
CAAS
174
Capital Asset Advisory Services
Michigan
$3K +$3K +111 New
AA
175
Argent Advisors
Louisiana
$3K +$3K +115 New
4 5 6
7
8