iShares US Energy ETF
176 hedge funds and large institutions have $290M invested in iShares US Energy ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 17 closing their positions.
147% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 17
38% more capital invested
Capital invested by funds: $210M → $290M (+$79.6M)
19% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 42
16% more funds holding
Funds holding: 152 → 176 (+24)
4.06% more ownership
Funds ownership: 49.09% → 53.15% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.74M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.92M |
| 4 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$5.51M |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.55M |
| 2 |
Goldman Sachs
New York
|
-$1.64M |
| 3 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$1.35M |
| 4 |
HT
HAP Trading
New York
|
-$888K |
| 5 |
JP Morgan Chase
New York
|
-$793K |
IYE Hedge Fund Activity: Q4 2020 in Review
176 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q4 2020, worth a combined $290M — up 38% from $210M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IYE positions and 17 closed out — a net gain of 25 holders — while 50 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.1M. The largest seller was Bank of America, cutting an estimated $4.55M.
- 176 institutional investors held iShares US Energy ETF (IYE) as of Q4 2020, up from 152 in Q3 2020.
- Funds reported $290M of iShares US Energy ETF stock for Q4 2020, up 38% quarter-over-quarter.
- 42 funds opened new iShares US Energy ETF positions in Q4 2020 and 17 closed out, a net change of +25 holders.
- The largest iShares US Energy ETF buyer in Q4 2020 was Morgan Stanley, an estimated $8.1M added.
- The largest iShares US Energy ETF seller in Q4 2020 was Bank of America, an estimated $4.55M sold.
Based on aggregated 13F filings for Q4 2020.