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iShares US Energy ETF
IYE

Overview Fund Activity

172 hedge funds and large institutions have $483M invested in iShares US Energy ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
54
Reduced
48
Closed
14
Calls
$1.47M
Puts
$1.92M
Net Calls
-$451K
Net Calls Change
+$913K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$122M
2
AC
2
Allstate Corporation
Illinois
$21.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.2M
4
UCFA
4
United Capital Financial Advisors
Texas
$12M
5
GC
5
Grimes & Company
Massachusetts
$4.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.2M
2
Millennium Management
2
Millennium Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$361K
4
LPL Financial
4
LPL Financial
California
$25.7M
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
51
Allegis Investment Advisors
Idaho
$1M +$1M +26,354 New
KIA
52
KCM Investment Advisors
California
$992K – – –
IP
53
Investment Partners
Ohio
$992K – – –
HH
54
Hilltop Holdings
Texas
$897K – – –
IA
55
IFP Advisors
Florida
$828K +$780K +20,341 +1,629%
ICOA
56
Investment Centers of America
North Dakota
$809K -$249K -6,465 -24%
PAG
57
Private Advisor Group
New Jersey
$804K +$273K +7,186 +51%
Axa
58
Axa
France
$745K -$155K -4,050 -17%
CLOS
59
Compagnie Lombard Odier SCmA
Switzerland
$706K -$104K -2,700 -13%
WDL
60
Well Done LLC
Michigan
$695K -$56K -1,461 -7%
CB
61
Commerce Bank
Missouri
$655K -$3.84K -100 -0.6%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$639K -$209K -5,461 -25%
NL
63
NWAM LLC
Washington
$631K +$10.5K +273 +2%
UAS
64
United Asset Strategies
New York
$614K -$21.1K -550 -3%
ICAS
65
Investors Capital Advisory Services
Massachusetts
$577K +$344K +8,987 +148%
WJA
66
Williams Jones & Associates
New York
$537K +$537K +14,000 New
SHCM
67
Stokes & Hubbell Capital Management
Louisiana
$527K +$422 +11 +0.1%
CIA
68
Capital Investment Advisors
Georgia
$520K -$16.1K -419 -3%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$504K +$277K +7,229 +122%
HCIA
70
Hochman Cole Investment Advisors
Illinois
$491K -$25K -651 -5%
Stifel Financial
71
Stifel Financial
Missouri
$472K +$134K +3,485 +39%
SS
72
Simplicity Solutions
Minnesota
$449K +$449K +11,710 New
MCM
73
Murphy Capital Management
New Jersey
$442K -$6.13K -160 -1%
CA
74
Cetera Advisors
Colorado
$441K +$89.9K +2,323 +26%
PNC
75
Park National Corp
Ohio
$393K -$6.93K -181 -2%
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3
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