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iShares US Energy ETF
IYE

Overview Fund Activity

176 hedge funds and large institutions have $290M invested in iShares US Energy ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
176
Holders Change
+24
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
50
Reduced
42
Closed
17
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
+$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.4M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
UBS Group
3
UBS Group
Switzerland
$15.5M
4
BRCM
4
Bright Rock Capital Management
Massachusetts
$6.07M
5
CA
5
Calton & Associates
Florida
$4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.2M
3
RT
3
Rockland Trust
Massachusetts
$3.69M
4
HT
4
HAP Trading
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$140K
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
$38.4M 1,895,761 +440,964 +30%
Bank of America
3
Bank of America
North Carolina
$19.7M 972,562 -247,797 -20%
UBS Group
4
UBS Group
Switzerland
$15.5M 766,565 +322,337 +73%
Wells Fargo
5
Wells Fargo
California
$12.8M 633,717 +367,340 +138%
Goldman Sachs
6
Goldman Sachs
New York
$10.2M 506,012 -89,098 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.06M 398,375 +66,324 +20%
Citadel Advisors
8
Citadel Advisors
Florida
$6.64M 328,249 +182,255 +125%
BRCM
9
Bright Rock Capital Management
Massachusetts
$6.07M 300,000 +300,000 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.77M 285,207 +169,804 +147%
WA
11
WP Advisors
California
$5.66M 279,563 +6,102 +2%
IF
12
Ironwood Financial
Arizona
$5.22M 257,839 +61,301 +31%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.4M 217,280 +57,589 +36%
LPL Financial
14
LPL Financial
California
$4.36M 215,517 -29,928 -12%
CA
15
Calton & Associates
Florida
$4M 197,427 +197,427 New
RT
16
Rockland Trust
Massachusetts
$3.69M 182,467 -73,593 -29%
RJA
17
Raymond James & Associates
Florida
$3M 148,171 -12,965 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.79M 137,919 -123 -0.1%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.69M 132,453 +117,923 +812%
SPIA
20
Steward Partners Investment Advisory
New York
$2.68M 132,250 +15,669 +13%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.08M 102,634 +10,168 +11%
ANTB
22
AMG National Trust Bank
Colorado
$2.03M 100,366 -4,462 -4%
MMA
23
Miracle Mile Advisors
California
$1.92M 94,662 -101 -0.1%
SMFG
24
Sumitomo Mitsui Financial Group
Japan
$1.79M 88,499 +5,276 +6%
HF
25
HRT Financial
New York
$1.72M 85,152 +37,171 +77%
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