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iShares US Energy ETF
IYE

Overview Fund Activity

167 hedge funds and large institutions have $343M invested in iShares US Energy ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-13
Holders Change %
-7.22%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
36
Reduced
62
Closed
32
Calls
$289K
Puts
$324K
Net Calls
-$35K
Net Calls Change
+$4K

Top Buyers

1
BlackRock
1
BlackRock
New York
$15.5M
2
EC
2
Estate Counselors
Wisconsin
$4.63M
3
CBT
3
Central Bank & Trust
Kentucky
$1.83M
4
ANTB
4
AMG National Trust Bank
Colorado
$25.1M
5
PFA
5
Pinnacle Family Advisors
Missouri
$855K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$72.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.3M
3
GC
3
Grimes & Company
Massachusetts
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.14M
5
HNB
5
Huntington National Bank
Ohio
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
51
Well Done LLC
Michigan
$749K – – –
ICOA
52
Investment Centers of America
North Dakota
$692K -$106K -2,741 -13%
BTS
53
BB&T Securities
Virginia
$660K +$7.44K +193 +1%
SB
54
Simmons Bank
Arkansas
$651K +$651K +16,888 New
CIM
55
Cetera Investment Management
California
$620K -$382K -9,914 -38%
Stifel Financial
56
Stifel Financial
Missouri
$606K +$85.5K +2,200 +16%
GWM
57
Geneos Wealth Management
Colorado
$603K -$39.6K -1,028 -6%
GT
58
Glenview Trust
Kentucky
$596K -$2.55K -66 -0.4%
NL
59
NWAM LLC
Washington
$593K -$101K -2,609 -15%
HighTower Advisors
60
HighTower Advisors
Illinois
$555K +$80.3K +2,083 +17%
UAS
61
United Asset Strategies
New York
$553K -$14.6K -380 -3%
WJA
62
Williams Jones & Associates
New York
$540K – – –
CB
63
Commerce Bank
Missouri
$526K -$99.1K -2,569 -16%
CIA
64
Capital Investment Advisors
Georgia
$521K – – –
SIC
65
Salem Investment Counselors
North Carolina
$518K +$512K +13,287 +8,858%
MCM
66
Murphy Capital Management
New Jersey
$490K -$2.89K -75 -0.6%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$481K +$65.6K +1,702 +16%
CCT
68
Country Club Trust
Missouri
$481K +$481K +12,486 New
CA
69
Cetera Advisors
Colorado
$451K -$11.4K -294 -2%
SWP
70
Stratos Wealth Partners
Ohio
$448K -$57.3K -1,487 -11%
RTS
71
Round Table Services
New Jersey
$439K +$439K +11,387 New
AFP
72
Ausdal Financial Partners
Iowa
$402K +$1.27K +33 +0.3%
HCIA
73
Hochman Cole Investment Advisors
Illinois
$375K -$43.1K -1,117 -10%
VC
74
Vicus Capital
Pennsylvania
$359K +$359K +9,307 New
IAA
75
Independent Advisor Alliance
North Carolina
$353K +$353K +9,162 New
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3
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