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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.

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 %
MBT
201
Monroe Bank & Trust
Michigan
– -$265K -6,308 Closed
MAS
202
Madden Advisory Services
Florida
– -$263K -6,275 Closed
SPIA
203
Steward Partners Investment Advisory
New York
– -$240K -5,718 Closed
FWIA
204
Fort Washington Investment Advisors
Ohio
– -$239K -5,700 Closed
CRWM
205
Castle Rock Wealth Management
California
– -$208K -5,468 Closed
Baird Financial Group
206
Baird Financial Group
Wisconsin
– -$230K -5,429 Closed
MHS
207
M Holdings Securities
Oregon
– -$228K -5,426 Closed
HCIA
208
Hochman Cole Investment Advisors
Illinois
– -$219K -5,224 Closed
GFPC
209
Global Financial Private Capital
Florida
– -$219K -5,216 Closed
NIC
210
Northwest Investment Counselors
Oregon
– -$216K -5,154 Closed
GAM
211
Griffin Asset Management
New York
– -$208K -4,954 Closed
DY
212
Dowling & Yahnke
California
– -$200K -4,764 Closed
SCM
213
Southport Capital Management
Tennessee
– -$67K -1,600 Closed
WAP
214
Wealthcare Advisory Partners
Pennsylvania
– -$44K -1,053 Closed
EA
215
Elm Advisors
California
– -$31K -750 Closed
APP
216
Avantax Planning Partners
Iowa
– -$31K -750 Closed
AA
217
Ancora Advisors
Ohio
– -$23K -540 Closed
SWM
218
SeaCrest Wealth Management
New York
– -$21K -492 Closed
KJWM
219
Kiley Juergens Wealth Management
Washington
– -$18K -450 Closed
TFS
220
TrustCore Financial Services
Tennessee
– -$17K -400 Closed
PCM
221
Princeton Capital Management
New Jersey
– -$16K -388 Closed
PCG
222
Private Capital Group
Connecticut
– -$13K -310 Closed
PCIA
223
Prime Capital Investment Advisors
Kansas
– -$11K -255 Closed
SFSG
224
Stearns Financial Services Group
North Carolina
– -$10K -229 Closed
TFA
225
Transamerica Financial Advisors
Florida
– -$9K -211 Closed
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