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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 %
BCI
51
Brinker Capital Investments
Pennsylvania
$834K +$7.06K +150 +0.9%
TRCT
52
Tower Research Capital (TRC)
New York
$833K -$1.1M -23,396 -57%
BRWA
53
B. Riley Wealth Advisors
Florida
$743K +$18.8K +400 +3%
PNC
54
Park National Corp
Ohio
$659K +$23.9K +507 +4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$598K – – –
CAN
56
Cetera Advisor Networks
California
$563K -$198K -4,207 -26%
MBT
57
Monroe Bank & Trust
Michigan
$521K -$3.53K -75 -0.7%
FWIA
58
Fort Washington Investment Advisors
Ohio
$520K +$15.1K +320 +3%
FCCM
59
First City Capital Management
Georgia
$471K – – –
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$390K +$26.5K +564 +7%
FIM
61
Freedom Investment Management
Connecticut
$389K +$389K +8,250 New
BUB
62
BBVA USA Bancshares
Texas
$381K -$12.7K -270 -3%
Walleye Trading
63
Walleye Trading
New York
$374K +$270K +5,723 +259%
CWM
64
Concert Wealth Management
California
$355K +$7.49K +166 +2%
EC
65
Estate Counselors
Wisconsin
$341K – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$322K -$7.08K -150 -2%
AAS
67
Annex Advisory Services
Wisconsin
$315K -$26.9K -570 -8%
LWCFA
68
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$314K – – –
CPO
69
Cerity Partners OCIO
New York
$300K +$22.6K +481 +8%
KIA
70
KCM Investment Advisors
California
$285K +$141 +3 +0%
FHC
71
First Heartland Consultants
Missouri
$281K +$27K +570 +11%
William Blair & Company
72
William Blair & Company
Illinois
$258K – – –
Deutsche Bank
73
Deutsche Bank
Germany
$257K +$7.23K +154 +3%
KFS
74
KMS Financial Services
Washington
$243K +$28.6K +608 +13%
Truist Financial
75
Truist Financial
North Carolina
$241K +$241K +5,107 New
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3
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