iShares US Energy ETF
IYE
160 hedge funds and large institutions have $276M invested in iShares US Energy ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 23 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 32
70% more capital invested
Capital invested by funds: $163M → $276M (+$113M)
5.59% more ownership
Funds ownership: 45.24% → 50.83% (+5.6%)
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
1% more funds holding
Funds holding: 159 → 160 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$25.8M |
| 2 |
Goldman Sachs
New York
|
+$11.1M |
| 3 |
Morgan Stanley
New York
|
+$10.5M |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$6.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$1.37M |
| 2 |
DY
Dowling & Yahnke
San Diego,
California
|
-$1.3M |
| 3 |
V
Veritable
Wilmington,
Delaware
|
-$1.16M |
| 4 |
Bank of New York Mellon
New York
|
-$620K |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
-$564K |
IYE Hedge Fund Activity: Q2 2020 in Review
160 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q2 2020, worth a combined $276M — up 70% from $163M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IYE positions and 23 closed out — a net gain of 2 holders — while 58 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Scotia Capital, exiting entirely with an estimated $1.37M sold.
- 160 institutional investors held iShares US Energy ETF (IYE) as of Q2 2020, up from 159 in Q1 2020.
- Funds reported $276M of iShares US Energy ETF stock for Q2 2020, up 70% quarter-over-quarter.
- 25 funds opened new iShares US Energy ETF positions in Q2 2020 and 23 closed out, a net change of +2 holders.
- The largest iShares US Energy ETF buyer in Q2 2020 was Bank of America, an estimated $25.8M added.
- The largest iShares US Energy ETF seller in Q2 2020 was Scotia Capital, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2020.