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iShares US Energy ETF
IYE

Overview Fund Activity

168 hedge funds and large institutions have $445M invested in iShares US Energy ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
42
Reduced
58
Closed
19
Calls
$2.29M
Puts
$1.43M
Net Calls
+$862K
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$135M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.3M
3
UCFA
3
United Capital Financial Advisors
Texas
$18.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.7M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3.12M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$14.6M
3
BPC
3
Banque Pictet & Cie
Switzerland
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$9.25M
5
GC
5
Grimes & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
51
Axa
France
$805K +$47.6K +1,220 +6%
IA
52
IFP Advisors
Florida
$769K -$73.5K -1,884 -9%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$700K +$452K +11,585 +182%
NPC
54
National Planning Corporation
California
$696K +$448K +11,785 +181%
GWM
55
Geneos Wealth Management
Colorado
$679K -$644K -16,513 -49%
NL
56
NWAM LLC
Washington
$665K +$24.4K +625 +4%
BTS
57
BB&T Securities
Virginia
$660K -$2.39M -61,344 -78%
ICOA
58
Investment Centers of America
North Dakota
$658K -$161K -4,134 -20%
CB
59
Commerce Bank
Missouri
$658K -$7.8K -200 -1%
CCT
60
Country Club Trust
Missouri
$655K -$1.21M -31,169 -65%
ACN
61
Advisor Consultant Network
Ohio
$655K +$655K +16,806 New
AIA
62
Allegis Investment Advisors
Idaho
$646K -$382K -9,786 -37%
VKH
63
Virtu KCG Holdings
New York
$638K +$269K +6,896 +73%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$634K -$15.6K -400 -2%
PFS
65
Prospera Financial Services
Texas
$634K +$634K +16,250 New
UAS
66
United Asset Strategies
New York
$581K -$43.3K -1,110 -7%
ASN
67
Advisory Services Network
Georgia
$575K +$298K +7,646 +108%
SHCM
68
Stokes & Hubbell Capital Management
Louisiana
$556K +$19.8K +507 +4%
WJA
69
Williams Jones & Associates
New York
$546K – – –
CIA
70
Capital Investment Advisors
Georgia
$529K – – –
CAN
71
Cetera Advisor Networks
California
$507K -$780K -19,986 -61%
HCIA
72
Hochman Cole Investment Advisors
Illinois
$486K -$12.5K -322 -3%
Stifel Financial
73
Stifel Financial
Missouri
$481K -$509 -13 -0.1%
MCM
74
Murphy Capital Management
New Jersey
$473K +$23.4K +600 +5%
CA
75
Cetera Advisors
Colorado
$448K +$549 +14 +0.1%
1 2
3
4 5