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iShares US Energy ETF
IYE

Overview Fund Activity

196 hedge funds and large institutions have $423M invested in iShares US Energy ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
52
Reduced
62
Closed
21
Calls
$1.11M
Puts
$256K
Net Calls
+$856K
Net Calls Change
-$3.22M

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$11.6M
2
TRCT
2
Tower Research Capital (TRC)
New York
$2.31M
3
CWM
3
Cornerstone Wealth Management
Missouri
$4.87M
4
Ameriprise
4
Ameriprise
Minnesota
$4.25M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.34M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.95M
2
UCFA
2
United Capital Financial Advisors
Texas
$11.3M
3
Bank of America
3
Bank of America
North Carolina
$96.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.7M
5
FAAS
5
First Allied Advisory Services
California
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oakworth Capital
Alabama
$10K – – –
SFSG
177
Stearns Financial Services Group
North Carolina
$10K +$10K +229 New
IP
178
Investment Partners
Ohio
$9.88K – – –
TFA
179
Transamerica Financial Advisors
Florida
$9K -$70.4K -1,650 -89%
WT
180
Whittier Trust
California
$9K – – –
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$8K -$1.21K -27 -13%
Bessemer Group
182
Bessemer Group
New Jersey
$8K – – –
OIA
183
Optimum Investment Advisors
Illinois
$8K – – –
TC
184
Trilogy Capital
California
$8K +$8K +191 New
TCM
185
Tradewinds Capital Management
Washington
$8K +$8K +200 New
GI
186
Gradient Investments
Minnesota
$6K – – –
FCMT
187
Founders Capital Management (Texas)
Texas
$5K – – –
OIA
188
OneDigital Investment Advisors
Kansas
$4K – – –
VCM
189
Versant Capital Management
Arizona
$4K – – –
VNA
190
Valley National Advisers
Pennsylvania
$4K – – –
FMB
191
Field & Main Bank
Kentucky
$3K – – –
RWA
192
River Wealth Advisors
Pennsylvania
$3K – – –
GTAM
193
Global Trust Asset Management
Florida
$2K – – –
AWM
194
Avior Wealth Management
Nebraska
$2K – – –
FWM
195
Focused Wealth Management
New York
$1K – – –
CAG
196
Csenge Advisory Group
Florida
$1K +$1K +28 New
FRA
197
Front Row Advisors
California
$44 – – –
AI
198
Atria Investments
North Carolina
– -$2.03M -48,325 Closed
TSS
199
Two Sigma Securities
New York
– -$563K -13,425 Closed
CF
200
Centaurus Financial
California
– -$237K -5,659 Closed
5 6 7
8
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