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iShares US Energy ETF
IYE

Overview Fund Activity

195 hedge funds and large institutions have $429M invested in iShares US Energy ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+7
Holders Change %
+3.72%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
38
Reduced
63
Closed
19
Calls
$4.31M
Puts
$235K
Net Calls
+$4.07M
Net Calls Change
-$806K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
UCFA
4
United Capital Financial Advisors
Texas
$15.6M
5
NA
5
Navellier & Associates
Nevada
$9.57M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
ANTB
2
AMG National Trust Bank
Colorado
$13.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.42M
4
TRCT
4
Tower Research Capital (TRC)
New York
$21K
5
HNB
5
Huntington National Bank
Ohio
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$2.72M – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.59M -$563K -13,426 -18%
WA
28
WESPAC Advisors
California
$2.51M +$432K +10,301 +21%
AG
29
Advisor Group
Arizona
$2.37M +$47.7K +1,138 +2%
Jane Street
30
Jane Street
New York
$2.27M -$668K -15,935 -23%
HNB
31
Huntington National Bank
Ohio
$2.14M -$2.47M – –
SC
32
Scotia Capital
Ontario, Canada
$2.11M +$18.8K +509 +0.9%
AI
33
Atria Investments
North Carolina
$2.03M +$2.03M +48,325 New
OC
34
Oppenheimer & Co
New York
$1.94M +$4.61K +110 +0.2%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.9M +$1.12M +26,615 +143%
SI
36
Stephens Inc
Arkansas
$1.87M -$638K -15,221 -25%
IP
37
Investment Partners
Ohio
$1.82M – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.54M +$526K +12,534 +52%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$1.5M +$25.2K +600 +2%
Creative Planning
40
Creative Planning
Kansas
$1.38M -$407K -9,708 -23%
CM
41
Columbus Macro
Pennsylvania
$1.31M -$49.6K -1,178 -4%
FPGK
42
Financial Partners Group (Kansas)
Kansas
$1.27M -$39.3K -938 -3%
Brown Advisory
43
Brown Advisory
Maryland
$1.2M +$1.2M +28,570 New
CAGAS
44
Capital Advisory Group Advisory Services
Minnesota
$989K -$745K -17,737 -43%
NL
45
NWAM LLC
Washington
$959K +$82.5K +1,966 +9%
BA
46
Ballew Advisors
Mississippi
$949K +$8.39K +200 +0.9%
KIA
47
KCM Investment Advisors
California
$886K -$198K -4,727 -18%
Axa
48
Axa
France
$846K – – –
CS
49
Comerica Securities
Michigan
$842K +$565K +13,395 +204%
First Trust Advisors
50
First Trust Advisors
Illinois
$831K -$29.7K -709 -3%
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