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iShares US Energy ETF
IYE

Overview Fund Activity

122 hedge funds and large institutions have $990M invested in iShares US Energy ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
122
Holders Change
+15
Holders Change %
+14.02%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
30
Increased
44
Reduced
29
Closed
12
Calls
$6.76M
Puts
$17.4M
Net Calls
-$10.6M
Net Calls Change
-$6M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$211M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$69.3M
3
AssetMark Inc
3
AssetMark Inc
California
$59.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$11.5M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$1.74M
2
Bank of America
2
Bank of America
North Carolina
$31.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$68.6M
5
AI
5
Atria Investments
North Carolina
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
51
Axa
France
$898K 17,790 +17,790 New
BCI
52
Brinker Capital Investments
Pennsylvania
$860K 17,039 -678 -4%
NPC
53
National Planning Corporation
California
$820K 16,260 -3,717 -19%
BRWA
54
B. Riley Wealth Advisors
Florida
$797K 15,779 – –
PNC
55
Park National Corp
Ohio
$737K 14,590 +604 +4%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$659K 13,054 +13,054 New
PAG
57
Private Advisor Group
New Jersey
$650K 12,875 +12,875 New
AllianceBernstein
58
AllianceBernstein
Tennessee
$641K 12,700 – –
CAN
59
Cetera Advisor Networks
California
$596K 11,834 -150 -1%
FAAS
60
First Allied Advisory Services
California
$585K 11,613 -10,800 -48%
MBT
61
Monroe Bank & Trust
Michigan
$560K 11,105 +45 +0.4%
FWIA
62
Fort Washington Investment Advisors
Ohio
$532K 10,540 -505 -5%
TH
63
Timber Hill
Connecticut
$517K 10,233 +10,233 New
CWM
64
Concert Wealth Management
California
$508K 10,108 +2,235 +28%
FCCM
65
First City Capital Management
Georgia
$454K 9,000 -1,000 -10%
BUB
66
BBVA USA Bancshares
Texas
$414K 8,190 +100 +1%
VIA
67
Vantage Investment Advisors
Pennsylvania
$403K 7,985 +7,985 New
EC
68
Estate Counselors
Wisconsin
$366K 7,250 – –
Jane Street
69
Jane Street
New York
$364K 7,200 +7,200 New
LWCFA
70
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$337K 6,675 – –
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$333K 6,586 -240 -4%
CPO
72
Cerity Partners OCIO
New York
$326K 6,450 +77 +1%
BCM
73
Brookstone Capital Management
Illinois
$303K 6,008 +6,008 New
ASN
74
Advisory Services Network
Georgia
$294K 5,819 +5,819 New
KIA
75
KCM Investment Advisors
California
$291K 5,762 -295 -5%
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3
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