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iShares US Energy ETF
IYE

Overview Fund Activity

159 hedge funds and large institutions have $163M invested in iShares US Energy ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 46 closing their positions.

Holders
159
Holders Change
-19
Holders Change %
-10.67%
% of All Funds
3.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
41
Reduced
45
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$1.43M
2
DY
2
Dowling & Yahnke
California
$1.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.29M

Top Sellers

1
CRC
1
Curi RMB Capital
Illinois
$0
2
PAG
2
Pinnacle Advisory Group
Maryland
$0
3
OC
3
Oakworth Capital
Alabama
$2K
4
ACA
4
Ackerman Capital Advisors
Texas
$0
5
CCA
5
Conservest Capital Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$80.8M 2,779,200 – –
Morgan Stanley
2
Morgan Stanley
New York
$15.6M 1,016,152 +68,189 +7%
Bank of America
3
Bank of America
North Carolina
$14.9M 970,785 -54,368 -5%
UBS Group
4
UBS Group
Switzerland
$7.27M 474,956 -9,323 -2%
LPL Financial
5
LPL Financial
California
$3.31M 215,966 +7,315 +4%
Wells Fargo
6
Wells Fargo
California
$2.67M 174,197 -183,782 -51%
RJA
7
Raymond James & Associates
Florida
$2.65M 172,797 +15,443 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.09M 136,236 -37,395 -22%
Citadel Advisors
9
Citadel Advisors
Florida
$1.96M 128,300 -32,134 -20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.45M 94,736 -9,575 -9%
V
11
Veritable
Delaware
$1.43M 93,476 +14,109 +18%
MMA
12
Miracle Mile Advisors
California
$1.43M 93,361 +93,361 New
SC
13
Scotia Capital
Ontario, Canada
$1.37M 89,567 +34,383 +62%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.29M 84,211 +68,011 +420%
DY
15
Dowling & Yahnke
California
$1.21M 79,100 +77,270 +4,222%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.21M 78,976 +13,828 +21%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.17M 79,317 +79,317 New
ANTB
18
AMG National Trust Bank
Colorado
$904K 59,050 -23,375 -28%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$742K 48,457 +13,354 +38%
NCM
20
Next Capital Management
New York
$699K 45,653 +45,653 New
MA
21
Mutual Advisors
Nebraska
$673K 43,947 +43,947 New
EH
22
Equitable Holdings
New York
$581K 37,999 -9,132 -19%
5L
23
55I LLC
Massachusetts
$564K 31,654 +24,397 +336%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$563K 36,793 +8,932 +32%
Ameriprise
25
Ameriprise
Minnesota
$549K 35,920 -15,425 -30%
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