IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

139 hedge funds and large institutions have $1.58B invested in iShares US Energy ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 8 closing their positions.

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
4%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.2%
New
18
Increased
42
Reduced
48
Closed
8
Calls
$930K
Puts
$1.97M
Net Calls
-$1.04M
Net Calls Change
+$1.12M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$213M
2
LPL Financial
2
LPL Financial
California
$41.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$14.2M
4
QA
4
Quantitative Advantage
Minnesota
$13.1M
5
VF
5
Virtu Financial
New York
$6.75M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$522M
2
BTS
2
BB&T Securities
Virginia
$87.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.6M
4
UCFA
4
United Capital Financial Advisors
Texas
$37.5M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.37M +$272K +4,789 +25%
NFG
52
Noven Financial Group
Colorado
$1.32M +$1.32M +23,249 New
SC
53
Scotia Capital
Ontario, Canada
$1.18M +$1.18M +20,843 New
CIA
54
Capital Investment Advisors
Georgia
$1.09M -$14.2K -250 -1%
Axa
55
Axa
France
$1.07M – – –
HH
56
Hilltop Holdings
Texas
$1.06M -$573K -10,084 -35%
TNBTD
57
Trustmark National Bank Trust Department
Mississippi
$1.04M +$1.04M +18,310 New
BRWA
58
B. Riley Wealth Advisors
Florida
$1.02M +$532K +17,885 +109%
SAM
59
Stringer Asset Management
Tennessee
$923K +$923K +16,248 New
CWA
60
Constellation Wealth Advisors
New York
$880K -$5.91M -103,971 -87%
PAG
61
Private Advisor Group
New Jersey
$839K +$113K +1,989 +16%
FA
62
FDx Advisors
Illinois
$746K -$179K -3,158 -19%
PNC
63
Park National Corp
Ohio
$727K -$72.9K -1,284 -9%
CAN
64
Cetera Advisor Networks
California
$697K -$6.12K -108 -0.9%
FWIA
65
Fort Washington Investment Advisors
Ohio
$654K +$2.56K +45 +0.4%
MBT
66
Monroe Bank & Trust
Michigan
$629K +$6.26K +110 +1%
JG
67
Jefferies Group
New York
$590K -$346K -6,086 -37%
Stifel Financial
68
Stifel Financial
Missouri
$544K -$976K -17,185 -64%
FCCM
69
First City Capital Management
Georgia
$511K – – –
HNB
70
Huntington National Bank
Ohio
$459K -$295K – –
VIA
71
Vantage Investment Advisors
Pennsylvania
$459K +$5.12K +90 +1%
Creative Planning
72
Creative Planning
Kansas
$449K -$40.7K -718 -8%
CWM
73
Concert Wealth Management
California
$439K -$222K -4,060 -34%
FIM
74
Freedom Investment Management
Connecticut
$438K +$78.1K +1,376 +22%
NES
75
New England Securities
New York
$425K +$105K +1,842 +33%
1 2
3
4 5