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iShares US Energy ETF
IYE

Overview Fund Activity

188 hedge funds and large institutions have $337M invested in iShares US Energy ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+4
Holders Change %
+2.17%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
45
Reduced
61
Closed
24
Calls
$5.4M
Puts
$519K
Net Calls
+$4.88M
Net Calls Change
+$5.58M

Top Buyers

1
EC
Estate Counselors
Wisconsin
$12M
2
Deutsche Bank
Deutsche Bank
Germany
$5.55M
3
Jane Street
Jane Street
New York
$2.59M
4
FAAS
First Allied Advisory Services
California
$4.42M
5
Stifel Financial
Stifel Financial
Missouri
$2.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$45.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$611K
3
UCFA
United Capital Financial Advisors
Texas
$3.97M
4
ANTB
AMG National Trust Bank
Colorado
$16.4M
5
UBS Group
UBS Group
Switzerland
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$2.09M -$438K -11,852 -17%
AG
27
Advisor Group
Arizona
$2.04M +$372K +10,080 +22%
WA
28
WESPAC Advisors
California
$1.83M +$1.83M +49,457 New
OC
29
Oppenheimer & Co
New York
$1.7M +$2K +54 +0.1%
IP
30
Investment Partners
Ohio
$1.61M +$651K +17,600 +68%
Creative Planning
31
Creative Planning
Kansas
$1.58M -$384K -10,374 -20%
SMFG
32
Sumitomo Mitsui Financial Group
Japan
$1.53M -$1.84M -49,874 -55%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$1.53M +$1.53M +41,292 New
RJA
34
Raymond James & Associates
Florida
$1.49M +$126K +3,409 +9%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$1.3M -$665K -17,975 -34%
SG Americas Securities
36
SG Americas Securities
New York
$1.23M +$712K +19,263 +136%
GP
37
Girard Partners
Pennsylvania
$1.2M -$581K -15,725 -33%
CM
38
Columbus Macro
Pennsylvania
$1.19M -$7.5K -203 -0.6%
FPGK
39
Financial Partners Group (Kansas)
Kansas
$1.16M -$62K -1,678 -5%
XS
40
XR Securities
Illinois
$1.15M +$1.15M +31,029 New
ACS
41
Archford Capital Strategies
Illinois
$1.07M – – –
PWLP
42
Prio Wealth Limited Partnership
Massachusetts
$1.04M -$251K -6,800 -19%
MA
43
Mutual Advisors
Nebraska
$1.01M +$730K +19,732 +260%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$995K -$6.21K -168 -0.6%
PFA
45
Pinnacle Family Advisors
Missouri
$988K +$988K +26,730 New
KIA
46
KCM Investment Advisors
California
$956K -$18.7K -506 -2%
PAG
47
Private Advisor Group
New Jersey
$929K +$550K +14,896 +145%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$898K +$266K +7,180 +42%
BA
49
Ballew Advisors
Mississippi
$829K +$108K +2,927 +15%
PAM
50
Palisade Asset Management
Minnesota
$818K -$13.9K -375 -2%
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