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iShares US Energy ETF
IYE

Overview Fund Activity

178 hedge funds and large institutions have $284M invested in iShares US Energy ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
178
Holders Change
+20
Holders Change %
+12.66%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
35
Reduced
57
Closed
20
Calls
$2.11M
Puts
$774K
Net Calls
+$1.33M
Net Calls Change
-$229K

Top Buyers

1
OC
1
Oakworth Capital
Alabama
$7.39M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
CRC
3
Curi RMB Capital
Illinois
$4.36M
4
PAG
4
Pinnacle Advisory Group
Maryland
$4.29M
5
UBS Group
5
UBS Group
Switzerland
$15.6M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$299K
2
Bank of America
2
Bank of America
North Carolina
$32.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.58M
4
BlackRock
4
BlackRock
New York
$794K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$80.8M 2,779,200 – –
Bank of America
2
Bank of America
North Carolina
$32.9M 1,025,153 -163,620 -14%
Morgan Stanley
3
Morgan Stanley
New York
$30.4M 947,963 +41,246 +5%
UBS Group
4
UBS Group
Switzerland
$15.6M 484,279 +77,560 +19%
Wells Fargo
5
Wells Fargo
California
$11.5M 357,979 +140,674 +65%
OC
6
Oakworth Capital
Alabama
$7.39M 231,606 +231,375 +100,162%
LPL Financial
7
LPL Financial
California
$6.7M 208,651 +14,941 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.58M 173,631 -91,915 -35%
Citadel Advisors
9
Citadel Advisors
Florida
$5.15M 160,434 +27,437 +21%
RJA
10
Raymond James & Associates
Florida
$5.05M 157,354 +2,489 +2%
CRC
11
Curi RMB Capital
Illinois
$4.36M 135,707 +135,707 New
PAG
12
Pinnacle Advisory Group
Maryland
$4.29M 133,404 +133,404 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.35M 104,311 -9,610 -8%
ACA
14
Ackerman Capital Advisors
Texas
$3.01M 93,603 -2,887 -3%
CCA
15
Conservest Capital Advisors
Pennsylvania
$2.9M 90,264 +11,818 +15%
ANTB
16
AMG National Trust Bank
Colorado
$2.65M 82,425 -52,386 -39%
V
17
Veritable
Delaware
$2.55M 79,367 -5,071 -6%
ASN
18
Advisory Services Network
Georgia
$2.12M 66,005 -8,925 -12%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.09M 65,148 +1,334 +2%
CCIM
20
Chapwood Capital Investment Management
Texas
$1.9M 59,157 +59,157 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.79M 55,750 -80,962 -59%
SC
22
Scotia Capital
Ontario, Canada
$1.77M 55,184 -449 -0.8%
HNB
23
Huntington National Bank
Ohio
– – – –
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.67M 52,000 +52,000 New
Ameriprise
25
Ameriprise
Minnesota
$1.65M 51,345 -8,034 -14%
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