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iShares US Energy ETF
IYE

Overview Fund Activity

152 hedge funds and large institutions have $210M invested in iShares US Energy ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
40
Reduced
54
Closed
21
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
+$257K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$1.86M
2
IWM
2
IHT Wealth Management
Illinois
$652K
3
ACP
3
Aveo Capital Partners
Colorado
$483K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
QIM
5
Quantitative Investment Management
Virginia
$807K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.5M
2
Wells Fargo
2
Wells Fargo
California
$4.25M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.2M
5
UBS Group
5
UBS Group
Switzerland
$7.09M
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
$23.2M 1,454,797 -98,759 -6%
Bank of America
3
Bank of America
North Carolina
$19.5M 1,220,359 -1,068,186 -47%
Goldman Sachs
4
Goldman Sachs
New York
$9.5M 595,110 +12,832 +2%
UBS Group
5
UBS Group
Switzerland
$7.09M 444,228 -80,947 -15%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.3M 332,051 +27,945 +9%
WA
7
WP Advisors
California
$4.36M 273,461 -5,892 -2%
Wells Fargo
8
Wells Fargo
California
$4.25M 266,377 -211,090 -44%
RT
9
Rockland Trust
Massachusetts
$4.09M 256,060 -63,190 -20%
LPL Financial
10
LPL Financial
California
$3.92M 245,445 -39,256 -14%
IF
11
Ironwood Financial
Arizona
$3.14M 196,538 +21,211 +12%
RJA
12
Raymond James & Associates
Florida
$2.57M 161,136 -4,413 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.55M 159,691 -46,570 -23%
Citadel Advisors
14
Citadel Advisors
Florida
$2.33M 145,994 -17,233 -11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.2M 138,042 -859 -0.6%
SPIA
16
Steward Partners Investment Advisory
New York
$1.86M 116,581 +111,374 +2,139%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.84M 115,403 -104,299 -47%
ANTB
18
AMG National Trust Bank
Colorado
$1.67M 104,828 +6,374 +6%
MMA
19
Miracle Mile Advisors
California
$1.51M 94,763 +626 +0.7%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.48M 92,466 +6,147 +7%
SMFG
21
Sumitomo Mitsui Financial Group
Japan
$1.33M 83,223 -1,532 -2%
Creative Planning
22
Creative Planning
Kansas
$943K 59,091 +23,134 +64%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$903K 56,573 +14,362 +34%
HT
24
HAP Trading
New York
$888K 55,644 +14,023 +34%
QIM
25
Quantitative Investment Management
Virginia
$807K 50,591 +24,497 +94%
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