IYE icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+24
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
50
Reduced
42
Closed
17
Calls
$290K
Puts
Net Calls
+$290K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
151
Plante Moran Financial Advisors
Michigan
$4K -$20.5K -1,025 -84%
EIP
152
Ellis Investment Partners
Pennsylvania
$4K -$3.9K -203 -49%
CBT
153
Central Bank & Trust
Kentucky
$4K -$4.43K -197 -53%
AWM
154
Aberdeen Wealth Management
Illinois
$4K -$3.43K -150 -46%
FMP
155
Financial Management Professionals
Texas
$4K
JMF
156
Johnson Midwest Financial
Iowa
$4K +$4K +183 New
GEA
157
Glen Eagle Advisors
New Jersey
$3.44K
BFEC
158
Benjamin F. Edwards & Company
Missouri
$3K -$1.3K -65 -30%
AWA
159
Arkadios Wealth Advisors
Georgia
$3K
SIC
160
Salem Investment Counselors
North Carolina
$3K
OC
161
Oakworth Capital
Alabama
$3K
SC
162
SouthState Corp
Florida
$2K
CICI
163
Capital Investment Counsel Inc
North Carolina
$2K
BCA
164
Bray Capital Advisors
Florida
$2K
PA
165
Parallel Advisors
California
$2K
VCM
166
Versant Capital Management
Arizona
$2K
MCC
167
Money Concepts Capital
Florida
$2K +$2K +102 New
CA
168
Clearstead Advisors
Ohio
$1K
GTAM
169
Global Trust Asset Management
Florida
$1K
AW
170
Avion Wealth
Texas
$1K
NFSG
171
Newbridge Financial Services Group
Florida
$1K
CCC
172
Crescent Capital Consulting
Louisiana
$1K +$1K +35 New
COCM
173
Charter Oak Capital Management
New Hampshire
$1K +$1K +60 New
AWG
174
Altus Wealth Group
Colorado
$1K +$1K +65 New
WIM
175
Westside Investment Management
California
$1