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iShares US Energy ETF
IYE

Overview Fund Activity

180 hedge funds and large institutions have $507M invested in iShares US Energy ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
62
Reduced
45
Closed
16
Calls
$519K
Puts
$558K
Net Calls
-$39K
Net Calls Change
-$901K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$159M
2
GC
2
Grimes & Company
Massachusetts
$8.68M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.68M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.84M
5
CFS
5
Commonwealth Financial Services
West Virginia
$3.35M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.79M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.4M
3
UBS Group
3
UBS Group
Switzerland
$19.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$16.3M
5
HNB
5
Huntington National Bank
Ohio
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$2.75M +$525K +12,643 +24%
AG
27
Advisor Group
Arizona
$2.66M +$475K +11,447 +22%
Creative Planning
28
Creative Planning
Kansas
$2.58M -$46.7K -1,124 -2%
FAAS
29
First Allied Advisory Services
California
$2.39M -$1.85M -44,593 -44%
Citigroup
30
Citigroup
New York
$2.19M +$34.6K +834 +2%
SC
31
Scotia Capital
Ontario, Canada
$2.15M +$1.25M +30,075 +138%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.09M +$251K +6,039 +14%
N
33
Natixis
France
$2.08M – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$2.07M +$31.8K +766 +2%
VEA
35
Virtus ETF Advisers
New York
$2.07M -$105K -2,530 -5%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.74M -$388K -9,359 -18%
VF
37
Virtu Financial
New York
$1.74M +$1.74M +41,953 New
ACS
38
Archford Capital Strategies
Illinois
$1.71M +$63.1K +1,519 +4%
IA
39
IFP Advisors
Florida
$1.7M +$877K +21,119 +107%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.68M +$999K +24,050 +148%
SIA
41
Starfire Investment Advisers
Michigan
$1.67M +$31.2K +750 +2%
PCM
42
Pointe Capital Management
Michigan
$1.67M +$1.67M +40,293 New
PWLP
43
Prio Wealth Limited Partnership
Massachusetts
$1.48M -$221K -5,315 -13%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.23M +$13.5K +328 +1%
SCA
45
Stonebridge Capital Advisors
Minnesota
$1.16M -$137K -3,300 -11%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.12M +$669K +16,103 +150%
KIA
47
KCM Investment Advisors
California
$1.11M +$37.5K +903 +3%
CIM
48
Cetera Investment Management
California
$1.08M -$181K -4,355 -14%
IP
49
Investment Partners
Ohio
$1.07M – – –
FIM
50
Freedom Investment Management
Connecticut
$1.02M +$21.4K +516 +2%
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