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iShares US Energy ETF
IYE

Overview Fund Activity

184 hedge funds and large institutions have $244M invested in iShares US Energy ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 69 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-12
Holders Change %
-6.12%
% of All Funds
4.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
41
Reduced
69
Closed
47
Calls
$414K
Puts
–
Net Calls
+$414K
Net Calls Change
-$442K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$4.65M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$2.42M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.26M
5
BCWM
5
Bartlett & Co Wealth Management
Ohio
$1.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.5M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$638K
4
NA
4
Navellier & Associates
Nevada
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
176
Versant Capital Management
Arizona
$3K – – –
FCMT
177
Founders Capital Management (Texas)
Texas
$3K +$55 +2 +2%
MOS
178
MGO One Seven
Ohio
$3K +$3K +100 New
AP
179
Advisors Preferred
Maryland
$2K +$2K +69 New
Simplex Trading
180
Simplex Trading
Illinois
$1K -$15.4K -600 -94%
GTAM
181
Global Trust Asset Management
Florida
$1K – – –
RFM
182
Royal Fund Management
Florida
$1K +$1K +57 New
TPWA
183
TRUE Private Wealth Advisors
Oregon
– -$11.6M -274,481 Closed
NA
184
Navellier & Associates
Nevada
– -$9.7M -231,278 Closed
CWM
185
Cornerstone Wealth Management
Missouri
– -$4.87M -181,427 Closed
WA
186
WESPAC Advisors
California
– -$2.93M -69,702 Closed
TRCT
187
Tower Research Capital (TRC)
New York
– -$2.31M -55,002 Closed
Jane Street
188
Jane Street
New York
– -$1.9M -45,354 Closed
CM
189
Columbus Macro
Pennsylvania
– -$1.4M -33,123 Closed
VCM
190
Virtue Capital Management
Tennessee
– -$1.34M -31,966 Closed
Allianz Asset Management
191
Allianz Asset Management
Germany
– -$1.11M -26,370 Closed
CS
192
Comerica Securities
Michigan
– -$845K -20,023 Closed
SCA
193
Stonebridge Capital Advisors
Minnesota
– -$397K -9,450 Closed
AFP
194
Ausdal Financial Partners
Iowa
– -$372K -8,875 Closed
FA
195
FDx Advisors
Illinois
– -$346K -8,249 Closed
Millennium Management
196
Millennium Management
New York
– -$284K -6,775 Closed
CAN
197
Cetera Advisor Networks
California
– -$279K -6,732 Closed
TNB
198
Thomasville National Bank
Georgia
– -$280K -6,679 Closed
BAS
199
Brown Advisory Securities
Maryland
– -$273K -6,500 Closed
RCAG
200
Rehmann Capital Advisory Group
Michigan
– -$273K -6,500 Closed
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