IYE icon

iShares US Energy ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$80.8M 2,779,200 +2,766,789 +22,293%
Morgan Stanley
2
Morgan Stanley
New York
$41.2M 1,143,314 -320,300 -22%
Bank of America
3
Bank of America
North Carolina
$38.8M 1,076,248 -223,830 -17%
UBS Group
4
UBS Group
Switzerland
$18.4M 509,931 -68,600 -12%
EC
5
Estate Counselors
Wisconsin
$14.3M 397,500 +97,500 +33%
Goldman Sachs
6
Goldman Sachs
New York
$13.7M 380,461 +273,274 +255%
LPL Financial
7
LPL Financial
California
$9.23M 256,182 -68,792 -21%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.21M 200,233 +4,698 +2%
Wells Fargo
9
Wells Fargo
California
$6.82M 189,351 -119,187 -39%
ANTB
10
AMG National Trust Bank
Colorado
$6.67M 184,994 +3,681 +2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$6.34M 176,043 +119,974 +214%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.88M 163,262 -4,982 -3%
BlackRock
13
BlackRock
New York
$4.2M 116,431 +20,164 +21%
FWCM
14
Ferguson Wellman Capital Management
Oregon
$3.77M 104,650 -44,530 -30%
Citadel Advisors
15
Citadel Advisors
Florida
$3.75M 104,200 +5,526 +6%
V
16
Veritable
Delaware
$3.56M 98,881
RJA
17
Raymond James & Associates
Florida
$3.39M 94,068 +28,378 +43%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$3.07M 85,094 -19,575 -19%
Ameriprise
19
Ameriprise
Minnesota
$2.99M 82,904 +14,210 +21%
CCA
20
Conservest Capital Advisors
Pennsylvania
$2.91M 80,696 -3,383 -4%
ASN
21
Advisory Services Network
Georgia
$2.69M 74,759 +74,409 +21,260%
SC
22
Scotia Capital
Ontario, Canada
$2.56M 70,958 -426 -0.6%
HNB
23
Huntington National Bank
Ohio
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.35M 65,331 -12,174 -16%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.14M 59,326 +9,932 +20%