IYE icon

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 %
AW
151
Avion Wealth
Texas
$1K 60 – –
WIM
152
Westside Investment Management
California
$1 95 – –
GT
153
Glenview Trust
Kentucky
– – -57,179 Closed
NF
154
Nikulski Financial
Iowa
– – -33,709 Closed
FWIA
155
Fort Washington Investment Advisors
Ohio
– – -15,885 Closed
CF
156
Centaurus Financial
California
– – -13,282 Closed
CIA
157
CSat Investment Advisory
Michigan
– – -5,804 Closed
SF
158
Synovus Financial
Georgia
– – -5,755 Closed
PIMG
159
Patriot Investment Management Group
Tennessee
– – -4,083 Closed
CG
160
Cutler Group
California
– – -3,499 Closed
CAN
161
Cetera Advisor Networks
California
– – -3,148 Closed
KTC
162
Kistler-Tiffany Companies
Pennsylvania
– – -2,088 Closed
SCA
163
Stonebridge Capital Advisors
Minnesota
– – -1,100 Closed
S
164
SignatureFD
Georgia
– – -1,054 Closed
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
– – -556 Closed
CFB
166
Cullen/Frost Bankers
Texas
– – -335 Closed
CWP
167
CFM Wealth Partners
Texas
– – -301 Closed
GFPC
168
Global Financial Private Client
Florida
– – -300 Closed
WR
169
Watson Rebecca
– – -250 Closed
AF
170
Affiance Financial
Minnesota
– – -202 Closed
OPS
171
Orion Portfolio Solutions
Nebraska
– – -95 Closed
WFMPM
172
Woodley Farra Manion Portfolio Management
Indiana
– – -94 Closed
WT
173
Whittier Trust
California
– – -54 Closed
NFSG
174
Newbridge Financial Services Group
Florida
$0 10 +10 New
3 4 5 6
7