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iShares US Energy ETF
IYE

Overview Fund Activity

184 hedge funds and large institutions have $401M invested in iShares US Energy ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
184
Holders Change
+19
Holders Change %
+11.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
43
Reduced
59
Closed
21
Calls
$963K
Puts
$1.66M
Net Calls
-$699K
Net Calls Change
-$516K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$15.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.1M
4
Wells Fargo
4
Wells Fargo
California
$13.4M
5
UBS Group
5
UBS Group
Switzerland
$20.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.77M
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$95.7M
5
HNB
5
Huntington National Bank
Ohio
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$2.1M 53,041 +24,880 +88%
Creative Planning
27
Creative Planning
Kansas
$2.1M 52,974 -2,526 -5%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.98M 49,833 -2,086 -4%
GP
29
Girard Partners
Pennsylvania
$1.91M 48,165 +48,165 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.9M 47,833 -35,731 -43%
OC
31
Oppenheimer & Co
New York
$1.82M 46,007 -11,339 -20%
AG
32
Advisor Group
Arizona
$1.79M 45,183 +1,804 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.72M 43,246 -3,772 -8%
TRCT
34
Tower Research Capital (TRC)
New York
$1.47M 37,002 +37,002 New
RJA
35
Raymond James & Associates
Florida
$1.46M 36,864 +5,624 +18%
PWLP
36
Prio Wealth Limited Partnership
Massachusetts
$1.39M 34,935 – –
FPGK
37
Financial Partners Group (Kansas)
Kansas
$1.31M 32,987 +32,987 New
CM
38
Columbus Macro
Pennsylvania
$1.29M 32,426 +32,426 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.07M 27,091 -130 -0.5%
ACS
40
Archford Capital Strategies
Illinois
$1.07M 27,049 -13,084 -33%
KIA
41
KCM Investment Advisors
California
$1.05M 26,365 +38 +0.1%
IP
42
Investment Partners
Ohio
$1.03M 25,850 – –
SCA
43
Stonebridge Capital Advisors
Minnesota
$1.02M 25,789 -920 -3%
HH
44
Hilltop Holdings
Texas
$927K 23,392 +23,392 New
PAM
45
Palisade Asset Management
Minnesota
$892K 22,508 +22,508 New
NL
46
NWAM LLC
Washington
$835K 21,071 +4,021 +24%
Axa
47
Axa
France
$828K 20,890 +810 +4%
BTS
48
BB&T Securities
Virginia
$809K 20,426 +570 +3%
First Trust Advisors
49
First Trust Advisors
Illinois
$784K 19,764 +477 +2%
BA
50
Ballew Advisors
Mississippi
$773K 19,504 +19,504 New
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