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iShares US Energy ETF
IYE

Overview Fund Activity

190 hedge funds and large institutions have $340M invested in iShares US Energy ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+6
Holders Change %
+3.26%
% of All Funds
4.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
42
Reduced
68
Closed
24
Calls
$576K
Puts
$875K
Net Calls
-$299K
Net Calls Change
-$713K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$80.8M
2
Goldman Sachs
Goldman Sachs
New York
$13.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.34M
4
EC
Estate Counselors
Wisconsin
$14.3M
5
ASN
Advisory Services Network
Georgia
$2.69M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$41.2M
2
Bank of America
Bank of America
North Carolina
$38.8M
3
Wells Fargo
Wells Fargo
California
$6.82M
4
LPL Financial
LPL Financial
California
$9.23M
5
UBS Group
UBS Group
Switzerland
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
201
Dubuque Bank & Trust
Iowa
– -$223K -7,171 Closed
FAIM
202
Financial Advocates Investment Management
Washington
– -$216K -6,919 Closed
CCFCSB
203
Cape Cod Five Cents Savings Bank
Massachusetts
– -$204K -6,550 Closed
KPW
204
Kore Private Wealth
New York
– -$77K -2,469 Closed
MWA
205
Meridian Wealth Advisors
Texas
– -$61K -1,950 Closed
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
– -$53K -1,701 Closed
WCM
207
WealthBridge Capital Management
Ohio
– -$20K -650 Closed
AIM
208
Advantage Investment Management
Iowa
– -$10K -333 Closed
Bessemer Group
209
Bessemer Group
New Jersey
– -$6K -188 Closed
FCMT
210
Founders Capital Management (Texas)
Texas
– -$3K -109 Closed
MOS
211
MGO One Seven
Ohio
– -$3K -100 Closed
AP
212
Advisors Preferred
Maryland
– -$2K -69 Closed
5 6 7 8
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