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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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.6M 1,463,614 -55,394 -4%
Bank of America
2
Bank of America
North Carolina
$40.5M 1,300,078 -1,010,380 -44%
UBS Group
3
UBS Group
Switzerland
$18M 578,531 +171,669 +42%
LPL Financial
4
LPL Financial
California
$10.1M 324,974 -33,323 -9%
Wells Fargo
5
Wells Fargo
California
$9.61M 308,538 +34,499 +13%
EC
6
Estate Counselors
Wisconsin
$9.35M 300,000 -15,000 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.09M 195,535 -54,403 -22%
ANTB
8
AMG National Trust Bank
Colorado
$5.65M 181,313 -93,241 -34%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.24M 168,244 +41,480 +33%
FWCM
10
Ferguson Wellman Capital Management
Oregon
$4.65M 149,180 +149,180 New
Goldman Sachs
11
Goldman Sachs
New York
$3.34M 107,187 +7,571 +8%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$3.26M 104,669 +72,841 +229%
V
13
Veritable
Delaware
$3.08M 98,881 -2,772 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$3.08M 98,674 -18,381 -16%
BlackRock
15
BlackRock
New York
$3M 96,267 -29,319 -23%
CCA
16
Conservest Capital Advisors
Pennsylvania
$2.62M 84,079 -52,737 -39%
RCYC
17
Richard C. Young & Co
Rhode Island
$2.42M 77,577 +77,577 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.42M 77,505 -43,064 -36%
HNB
19
Huntington National Bank
Ohio
– – – –
SC
20
Scotia Capital
Ontario, Canada
$2.22M 71,384 +5,391 +8%
Ameriprise
21
Ameriprise
Minnesota
$2.14M 68,694 -32,580 -32%
RJA
22
Raymond James & Associates
Florida
$2.05M 65,690 -25,838 -28%
UCFA
23
United Capital Financial Advisors
Texas
$1.92M 61,682 -206,550 -77%
BCWM
24
Bartlett & Co Wealth Management
Ohio
$1.9M 60,849 +60,434 +14,562%
BC
25
Bartlett & Co
Ohio
$1.9M 60,849 +60,434 +14,562%
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