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iShares US Energy ETF
IYE

Overview Fund Activity

131 hedge funds and large institutions have $1.54B invested in iShares US Energy ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.32%
New
22
Increased
56
Reduced
28
Closed
13
Calls
$706K
Puts
$2.87M
Net Calls
-$2.16M
Net Calls Change
+$8.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$417M
2
BTS
2
BB&T Securities
Virginia
$180M
3
AssetMark Inc
3
AssetMark Inc
California
$116M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$111M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$21M
3
WA
3
WFG Advisors
Texas
$124K
4
JIP
4
Jaffetilchin Investment Partners
Florida
$525K
5
HFS
5
HL Financial Services
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
51
Jefferies Group
New York
$840K +$840K +16,478 New
BRWA
52
B. Riley Wealth Advisors
Florida
$838K +$33.2K +650 +4%
FA
53
FDx Advisors
Illinois
$831K +$552K +10,818 +197%
PNC
54
Park National Corp
Ohio
$718K -$25.5K -500 -3%
PAG
55
Private Advisor Group
New Jersey
$652K -$4.44K -87 -0.7%
AllianceBernstein
56
AllianceBernstein
Tennessee
$647K – – –
CAN
57
Cetera Advisor Networks
California
$630K +$29.2K +576 +5%
CWM
58
Concert Wealth Management
California
$612K +$99.7K +1,967 +19%
FWIA
59
Fort Washington Investment Advisors
Ohio
$585K +$47.7K +935 +9%
FAAS
60
First Allied Advisory Services
California
$578K -$9.25K -183 -2%
ASN
61
Advisory Services Network
Georgia
$566K +$269K +5,284 +91%
MBT
62
Monroe Bank & Trust
Michigan
$558K -$7.9K -155 -1%
JIP
63
Jaffetilchin Investment Partners
Florida
$525K -$3.65M -71,512 -87%
Bank of Nova Scotia
64
Bank of Nova Scotia
Ontario, Canada
$479K +$479K +9,391 New
FCCM
65
First City Capital Management
Georgia
$459K – – –
Creative Planning
66
Creative Planning
Kansas
$440K +$150K +2,952 +52%
VIA
67
Vantage Investment Advisors
Pennsylvania
$407K – – –
Millennium Management
68
Millennium Management
New York
$349K +$349K +6,853 New
CPO
69
Cerity Partners OCIO
New York
$333K +$3.88K +76 +1%
BUB
70
BBVA USA Bancshares
Texas
$323K -$94.9K -1,860 -23%
FIM
71
Freedom Investment Management
Connecticut
$323K +$100K +1,971 +45%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$320K -$15K -295 -4%
HNB
73
Huntington National Bank
Ohio
$295K -$32K – –
FIM
74
Fernwood Investment Management
Massachusetts
$292K -$941K -18,442 -76%
NES
75
New England Securities
New York
$288K +$210K +4,112 +269%
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