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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$96.9M 2,310,458 -65,023 -3%
Morgan Stanley
2
Morgan Stanley
New York
$63.7M 1,519,008 -64,618 -4%
UBS Group
3
UBS Group
Switzerland
$17.1M 406,862 -26,399 -6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$16M 381,568 +1,822 +0.5%
LPL Financial
5
LPL Financial
California
$15M 358,297 -5,908 -2%
EC
6
Estate Counselors
Wisconsin
$13.2M 315,000 +800 +0.3%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$11.6M 274,481 +274,481 New
ANTB
8
AMG National Trust Bank
Colorado
$11.5M 274,554 -49,302 -15%
Wells Fargo
9
Wells Fargo
California
$11.5M 274,039 -52,438 -16%
UCFA
10
United Capital Financial Advisors
Texas
$11.3M 268,232 -102,838 -28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.5M 249,938 -6,195 -2%
NA
12
Navellier & Associates
Nevada
$9.7M 231,278 +3,222 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.95M 189,525 -131,167 -41%
CCA
14
Conservest Capital Advisors
Pennsylvania
$5.74M 136,816 +346 +0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.32M 126,764 +3,096 +3%
BlackRock
16
BlackRock
New York
$5.27M 125,586 +3,010 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.06M 120,569 +15,162 +14%
Citadel Advisors
18
Citadel Advisors
Florida
$4.91M 117,055 +19,354 +20%
CWM
19
Cornerstone Wealth Management
Missouri
$4.87M 181,427 +59,870 +49%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$4.41M 105,189 -1,464 -1%
V
21
Veritable
Delaware
$4.27M 101,653 -1,139 -1%
Ameriprise
22
Ameriprise
Minnesota
$4.25M 101,274 +36,503 +56%
Goldman Sachs
23
Goldman Sachs
New York
$4.18M 99,616 -295 -0.3%
RJA
24
Raymond James & Associates
Florida
$3.84M 91,528 +21,974 +32%
WA
25
WESPAC Advisors
California
$2.93M 69,702 +9,944 +17%
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