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iShares US Energy ETF
IYE

Overview Fund Activity

158 hedge funds and large institutions have $275M invested in iShares US Energy ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
42
Reduced
52
Closed
27
Calls
$309K
Puts
$401K
Net Calls
-$92K
Net Calls Change
-$57K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.8M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$3.25M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.16M
5
Ameriprise
5
Ameriprise
Minnesota
$3.67M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.15M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.16M
4
EC
4
Estate Counselors
Wisconsin
$0
5
Wells Fargo
5
Wells Fargo
California
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$562K +$6.63K +187 +1%
VC
52
Vicus Capital
Pennsylvania
$540K +$210K +5,913 +64%
NL
53
NWAM LLC
Washington
$535K -$10.9K -306 -2%
RTS
54
Round Table Services
New Jersey
$518K +$114K +3,214 +28%
UAS
55
United Asset Strategies
New York
$510K +$887 +25 +0.2%
Stifel Financial
56
Stifel Financial
Missouri
$505K -$48.9K -1,376 -9%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$497K +$54.2K +1,527 +12%
GT
58
Glenview Trust
Kentucky
$480K -$68.2K -1,922 -12%
CIA
59
Capital Investment Advisors
Georgia
$480K – – –
CB
60
Commerce Bank
Missouri
$477K -$7.21K -203 -1%
CCT
61
Country Club Trust
Missouri
$466K +$22.6K +635 +5%
CA
62
Cetera Advisors
Colorado
$437K +$24.3K +683 +6%
MCM
63
Murphy Capital Management
New Jersey
$428K -$24K -675 -5%
Jane Street
64
Jane Street
New York
$414K +$414K +11,669 New
SWP
65
Stratos Wealth Partners
Ohio
$402K -$11.1K -313 -3%
SG Americas Securities
66
SG Americas Securities
New York
$391K +$391K +11,007 New
IA
67
IFP Advisors
Florida
$372K -$738K -20,770 -66%
AFP
68
Ausdal Financial Partners
Iowa
$365K -$5.57K -157 -2%
SFSIG
69
San Francisco Sentry Investment Group
California
$342K +$39.6K +1,115 +13%
FWIA
70
Fort Washington Investment Advisors
Ohio
$308K +$7.1K +200 +2%
FA
71
FDx Advisors
Illinois
$299K +$299K +8,428 New
PFS
72
Prospera Financial Services
Texas
$294K +$3.66K +104 +1%
Lido Advisors
73
Lido Advisors
California
$284K – – –
CC
74
Cassaday & Co
Virginia
$279K – – –
ICOA
75
Investment Centers of America
North Dakota
$270K -$366K -10,286 -58%
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3
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