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iShares US Energy ETF
IYE

Overview Fund Activity

107 hedge funds and large institutions have $886M invested in iShares US Energy ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
13
Increased
51
Reduced
19
Closed
11
Calls
$6.58M
Puts
$11.2M
Net Calls
-$4.6M
Net Calls Change
-$2.42M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$154M
2
NA
2
Navellier & Associates
Nevada
$43.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.7M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$26.8M
5
Bank of America
5
Bank of America
North Carolina
$71M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
CS
2
Credit Suisse
Switzerland
$2.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.73M
4
SAM
4
Shamrock Asset Management
Texas
$12.4M
5
TRCT
5
Tower Research Capital (TRC)
New York
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WFG Advisors
Texas
$4.87M +$1.13M +24,014 +30%
IFWM
27
Institute for Wealth Management
Colorado
$4.82M +$1.84M +39,058 +62%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.38M -$848K -18,003 -20%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.09M -$441K -9,371 -12%
HFS
30
HL Financial Services
Kentucky
$2.93M +$815K +17,314 +39%
CWA
31
Constellation Wealth Advisors
New York
$2.76M +$825K +17,503 +43%
Citigroup
32
Citigroup
New York
$2.58M -$910K -19,317 -26%
AIG
33
American International Group
New York
$2.57M +$412K +8,756 +19%
RJA
34
Raymond James & Associates
Florida
$2.54M +$298K +6,323 +13%
SI
35
Stephens Inc
Arkansas
$2.53M -$204K -4,325 -7%
JIP
36
Jaffetilchin Investment Partners
Florida
$2.29M +$1.26M +26,732 +122%
CS
37
Credit Suisse
Switzerland
$2.1M -$2.4M -50,857 -53%
MCM
38
Moore Capital Management
New York
$1.88M +$1.88M +40,000 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.86M +$86.7K +1,842 +5%
MAS
40
Madden Advisory Services
Florida
$1.78M +$311K +6,606 +21%
SNC
41
Stifel Nicolaus & Co
Missouri
$1.36M -$186K -3,945 -12%
CB
42
Commerce Bank
Missouri
$1.31M -$95.7K -2,031 -7%
SCA
43
Stillwater Capital Advisors
Pennsylvania
$1.18M -$229K -4,855 -16%
DADC
44
D.A. Davidson & Co
Montana
$1.16M +$598K +12,705 +106%
RIA
45
Regal Investment Advisors
Michigan
$1.11M +$993K +21,076 +824%
FAAS
46
First Allied Advisory Services
California
$1.06M +$285K +6,053 +37%
SC
47
Scotia Capital
Ontario, Canada
$1M +$1M +21,239 New
NPC
48
National Planning Corporation
California
$954K +$532K +11,141 +126%
VKH
49
Virtu KCG Holdings
New York
$884K +$884K +18,775 New
HH
50
Hilltop Holdings
Texas
$860K +$84K +1,783 +11%
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